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.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
Related
- Quotation — upstream; generates what gets attached
- Oversight Agent — watches the response
- Principles — why email send is always gated