Move from an opportunity to a reviewable draft quotation.

Name: NerveHQ
Brand: NerveHQ

A specialist NerveHQ agent can read an approved Odoo opportunity, evaluate available product context and compatibility rules, prepare a recommendation, and create or propose a draft quotation. A human remains responsible for approval and sending.

This page distinguishes implemented product evidence from a measured business outcome.

Operating situation

Preparing a PC quotation can require interpreting the customer need, checking compatible components, mapping products, confirming availability, and preserving commercial approval.

Evidence limitation

The workflow prepares a recommendation and draft. Commercial suitability, pricing, availability, approval, and sending remain human responsibilities.

Demonstrated workflow

Read the approved opportunity

Use the assigned Odoo connection and the minimum opportunity and product context required for the task.

Build and validate the recommendation

Apply approved compatibility rules and product specifications without guessing missing product attributes.

Prepare a draft, not a sent quote

Create or present the draft for an authorized salesperson to review, edit, approve, and send.

What the approved evaluation will measure

Opportunity-to-draft preparation time

Product mapping and compatibility corrections

Stock or specification exceptions surfaced

Human review and approval-cycle time

Evaluate this workflow

We will define the baseline, data sources, controls, and validating owner before measuring the result.

Evaluate this workflow