Active Project Specifications
Needs Your Attention
Recent Activity
Process flow
Source documents
AI triage summary
Units check 15 per typology · 50 minimum total
| Typology | Units | Rule |
|---|---|---|
| ≥ 15 < 15 · drop? | ||
| Total | ≥ 50 no offer |
Country regulation profile
- ·
All items reviewed
You've decided on all rows. You're ready to move to Pricing.
Confidence per row
Source linking
Each row carries a ⓘ DOC N · p.X chip pointing back to the document and page where the value was extracted. Clicking opens the source preview pane on the right. Per-typology quantity cells have their own chip when the count was read from a drawing.
DOC numbers are decoded in the legend banner under the classification strip (collapsible — click "Source documents").
Field grounding (where each value comes from)
- cited — value was extracted from a specific document + page (most row-level fields)
- inferred — value derived from context, no direct citation. Lower confidence by definition.
- default applied — EC internal standard used because the spec was silent (e.g. scarico, adduzione).
Confidenza per riga
Collegamento alla fonte
Ogni riga ha un chip ⓘ DOC N · p.X che punta al documento e alla pagina da cui è stato estratto il valore. Cliccando si apre il pannello di anteprima fonte sulla destra. Le celle quantità per tipologia hanno un chip dedicato quando il conteggio è stato letto da un disegno.
I numeri DOC sono decifrati nel banner di legenda sotto la striscia di classificazione (richiudibile — clicca "Source documents").
Origine del campo (da dove viene ogni valore)
- citato — il valore è stato estratto da un documento + pagina specifici (la maggior parte dei campi a livello riga)
- dedotto — valore derivato dal contesto, senza citazione diretta. Confidenza più bassa per definizione.
- default applicato — standard interno EC usato perché la specifica taceva (es. scarico, adduzione).
| L. | Fit | Action | Materiale (IT) | Cheaper alt. (EC) | Reg. | Note Aggiuntive | ||
|---|---|---|---|---|---|---|---|---|
|
|
default applied
|
—
|
Propose alt.
|
— |
Pre-Quote ready
| Output file | 40 cols × 76 rows · 3 typology columns |
| Cells confirmed | green · yellow (estimator review) · red (flagged) |
| Language | Italian (estimator working language) |
| Cheaper alternatives | proposed (cheaper EC alternative) |
| Regulation profile | |
| Downstream | → Estimator (Phase 3 split + 34% markup) → Sales (Phase 4) |
⚑ rows flagged from Phase 2
Read each BO note, then Resolve the row — confirm AI's brand+model, pick a substitute, or add a missing line. All flagged rows must be cleared before pricing the split. Pings to BO / Technical Office happen out-of-band; the estimator owns resolution either way.
Resolve options: confirm AI's brand/model, pick a substitute, or add a missing line. There is no separate "escalate" path — the estimator owns the decision and pings BO / Technical Office / sales out-of-band when needed.
Pricing split — 11 sections
Today: ~3 hr per project · estimator works in Excel template, saves as locked PDF
| # | Section | Cost | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| Σ | Cost basis (somma sezioni) | ||||||||||||||||||
| +R | Standard markup +34% | ||||||||||||||||||
| = | Pricing subtotal (to Back-office + Sales for Phase 4) | ||||||||||||||||||
Commercial margin
Usual range: 3–5%. Above 5% requires direzione approval.
| Type | Unità | €/unità | Totale |
|---|---|---|---|
| Totale offerta | — |
Cost basis: €
+ Estimator markup 34%: × 1,340
+ Margine commerciale %: ×
=
Reference: real EC offer (PDF)
The mocked preview above mirrors this offer's structure: cover, summary, per-typology pricing table, terms.
Open full PDF ↗Offer generated
· · · Margine
Download
Save the PDF locally before sending.
Send via email
Direct to client or via HubSpot (v2).
History
| Status | Code | Project | Customer | Country | Units | Last update | Reviewed by |
|---|---|---|---|---|---|---|---|
| No history matches. | |||||||