{"id":"revops-quote-request-steps-checklist-current","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Turn a process doc into a 5-step quote request checklist","free":false,"task":"Write a checklist for reps requesting a non-standard quote, as exactly 5 lines starting with \"- [ ]\", each in the form \"Step: action (owner, time limit)\". Use the current process, not the retired step. Order the steps as they happen. Plain text, each line under 18 words.","materialLabel":"Process doc with revisions (attached to your prompt automatically)","material":"NON-STANDARD QUOTE PROCESS (Deal Desk), revised Oct 2026\n\n1. Rep fills in the Quote Request form in the CRM: quote ID, discount percent, term in months, and special terms. (Owner: rep.)\n2. Rep's manager approves in the CRM within 1 business day. (Owner: manager.)\n3. Deal Desk reviews pricing and terms within 2 business days of manager approval. (Owner: Deal Desk.)\n4. If special legal terms are requested, Deal Desk sends them to Legal; Legal responds within 3 business days. (Owner: Deal Desk, then Legal.)\n5. Rep sends the approved quote to the customer using the CRM template. (Owner: rep.)\n\nRETIRED STEP (removed Oct 2026): \"Rep emails Finance for credit check on every quote.\" Finance now checks credit automatically for deals over $50K.\n\nNote: do not tell reps to email Finance.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Including the retired step","why":"The AI adds a Finance credit check email.","fix":"Add: \"Use the current process; the Finance email step is retired.\"","checks":["r2"]},{"title":"Missing owners or limits","why":"The AI writes steps without owners.","fix":"Add: \"Each line: Step: action (owner, time limit).\"","checks":["r0","r1"]},{"title":"Wrong number of lines","why":"The AI writes 8 lines.","fix":"Add: \"Exactly 5 lines starting - [ ].\"","checks":["maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Asks for owners and limits","patterns":["owner","time limit"]},{"label":"Fixes 5 lines","patterns":["5 lines","five","exactly 5"]},{"label":"Uses the current process","patterns":["current","retired","not the"]},{"label":"Plain text","patterns":["plain text","under 18"]}],"hint":"Give the checkbox format, the line pattern and which version of the process to use.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" in the form Step: action (owner, time limit), ordered as the steps happen","The steps cover the CRM form (rep), manager approval within 1 business day, Deal Desk review within 2 business days, Legal within 3 business days for special terms, and sending the quote with the CRM template (rep)","No line tells the rep to email Finance for a credit check"]}