Skip to main content

Quotation Email

Planned (Phase 3) Once a quotation is approved, Brain drafts the email to the client with the quotation PDF attached. The merchandiser reviews the draft and explicitly approves before anything is sent.
Email sending always requires human approval. This is non-negotiable. There is no “send automatically after N minutes” path. There is no “trust me” override. See Principles.

What the draft includes

  • Polite greeting addressed to the client PIC
  • Reference to the style being quoted
  • Quotation summary (price, key terms)
  • Mention of the attached quotation PDF
  • Clarifying notes (e.g., “price may adjust if tech pack changes”)
  • Call to action (“please review and let us know”)
  • Professional sign-off from the assigned merchandiser

Example draft

Approval actions

The merchandiser can:
  • Send the email
  • Edit the draft first
  • Regenerate with different tone or content
  • Attach a different quotation (e.g., revised price)
  • Save as draft in the email client
  • Cancel

What gets logged

  • The draft Brain produced
  • The final version that was sent (after any human edits)
  • The timestamp the email was sent
  • The recipient list
This data feeds the Oversight Agent, which monitors whether the client replies.