You are assembling a structured quote with clearly separated options and the assumptions
each price depends on — the analysis and layout done, the pricing authority left with the
sales owner.
1. Establish what's being quoted from the ticket (and the SOW if one exists — see SOW
Drafting): items/services, quantities, term. Look up the client for sizing context
(users, sites) stated in tickets.
2. Confirm the option axis with the requester: term options (1-year vs 3-year), tiers
(good/better/best), or delivery models (managed vs one-off). Two or three options
maximum — more is a menu, not a quote.
3. Build each option with the same structure so they compare cleanly: what's included (line
items with quantities), term and renewal behavior, what changes versus the other
option(s), and the trade-off in one plain sentence ("lower monthly, longer commitment").
4. Price handling: use figures the requester supplies. Where they ask for market anchors,
search the web for public list prices and label every such number "public list price —
replace with our cost + margin before this leaves the building". Never invent a discount
or commit a multi-year price without the requester giving it.
5. State the assumptions under the options — quantities as of the count date, site/access
assumptions, tax/shipping excluded, quote validity window (<n> days placeholder) —
anything that, if wrong, changes the price.
6. Output: options table + assumptions + a one-line recommendation with reasoning if the
requester wants one. Offer to attach it as a plain-text internal note, and hand off to
the sales owner with what they must verify (pricing, margin, approval) before it goes to
the client.
Guardrails: drafts only — this skill never sends a quote to a client and never presents its
numbers as final pricing; money-facing documents go out through the sales owner. Never state
what the client's current agreement covers, or promise contract terms, without citing the
agreement evidence — term/renewal claims about the EXISTING relationship are the sales
owner's to confirm. Every unverified input is a written assumption; public list prices are
labeled as such; margins and internal costs never appear in the client-facing draft body. No
fabricated SKUs, discounts, or vendor promotions — if an option depends on a vendor program
(e.g. trade-in credit), mark it "verify with distributor". Keep the comparison honest — don't
structure options to make one look artificially bad; the desk's credibility is the long-term
asset.
