Making a quote with the AI team

In the portal, click your organisation's name and choose Governance, then Open Governance (the owner switches it on there). Governance opens in the same tab. Click Sign in through the portal: Governance keeps no passwords, the portal knows you already and sends you back. You start at My work.

Click Quotes on the left and choose Overview. The building icon next to New quote makes a client: a name is enough, city and Chamber of Commerce number help later in the quote.

Point at the client and click the plus: a new quote opens in a tab of its own. Give it a title at the top. Then you choose how to start: yourself, with an empty quote, or with the AI team. On the right the inspector works out the price while you work.

Paste the client's question, for example the e-mail or the notes of the meeting, and click Let the AI team start. Six AI Colleagues work one after another, each from their own role: the product owner (why and what), the architect (how), the estimator (work and hours), the UX designer (moments with the client), quality (when is it done) and the deal lead (why you). In the inspector on the right you see them work.

The first proposal is the product owner's summary. Green with a plus is new, red with a minus goes away. Click Accept: the text is in the quote. With Adjust and accept you change it first; every decision can be undone.

Under Why InnTelligence the deal lead writes reasons. If they are not right yet, click Reject: the part stays empty and you write it yourself later. The decision is recorded, with who and when.

When you trust a role, you take all of its proposals at once: in the inspector each role has Accept all from this role. Then every proposal is handled and the price is at the top right.

Under Work and hours each line has the work, the role and the hours minimum, likely and maximum. It works like a spreadsheet: double-click a cell, type the hours (12, 12.5 or 1h30) and press Enter. The price follows at once. Minimum must be below likely, and likely below maximum.

Above the parts is a bar where you change the quote in one sentence, for example the hours of a line and until when the quote is valid. Click Make a proposal: first you see what it was and what it becomes. Only Apply changes the quote.

Click Preview at the top: the quote as the client gets it, with the fixed price, the planning and when it is done. The word Draft is across it as long as the quote is not final.

When everything is right, click Make final and confirm. From then on the quote is fixed: nobody can change it, the AI team neither. A final quote is what you later turn into a project.

Click Download PDF: the quote as a PDF in your house style, as in the preview, ready to send to the client. Choose English at the top and the PDF comes in English.

If the client wants something else after all, click Make a copy. You keep working in a new draft; the final quote stays as it was, with all of its decisions.