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Quote Desk

A draft quote with every decision explained.

Goodshed reads the contractor’s list, matches each line to your catalog and writes down why. Your rep reviews the handful of lines that need judgment, approves the draft, and quotes it from your own system.

A reason on every lineResolved · Review · UnresolvedEvery change on recordCSV & Excel export

One request. Every line decided, or honestly left open.

This is RQ-0142: an ABC Electric list for Lakeview Hospital Ph 2, forwarded to the inbox at 7:12 in the morning. Seven lines are matched and explained. Two are waiting for a person, and they say why.

Request · received Sep 22, 7:12 AM from the inbox

RQ-0142ABC ElectricReview 2

Lakeview Hospital Ph 2 · “Can you price the attached by Thursday?”

  1. 1 · 20 EA

    QO 30A 2P

    series=QOamps=30poles=2

    118204 · Square D QO230 · QO 2-pole 30A plug-on

    EA · $17.85 · 84 on hand

    Exact match on part number QO230 (Square D).

    Resolved
    High
  2. 2 · 2,000 FT

    #12 THHN BLK

    gauge=12insulation=THHNcolor=BLACK

    402117 · #12 THHN/THWN-2 stranded, black · 2,500′ reel

    FT · $0.21/ft · 11 reels on hand

    Your team chose 402117 for these exact words for ABC Electric before — 6 times.

    Resolved

    from your team’s memory

    High
  3. 3 · 500 FT

    #12 GRN

    gauge=12color=GREEN

    402121 · #12 THHN/THWN-2 stranded, green · 500′ spool

    FT · $0.22/ft · 23 spools on hand

    Gauge and color agree. Insulation isn’t stated; THHN matches line 2 of the same list.

    Resolved
    High
  4. 4 · 40 EA

    3/4 EMT SS CONN

    trade size=3/4conduit=EMT

    230145 · 3/4″ EMT set-screw connector, steel

    EA · $0.64 · 1,240 on hand

    Trade size, conduit type and fitting style all agree with the catalog item.

    Resolved
    High
  5. 5 · 45 EA

    4S COVERS — SAME AS HOSPITAL

    box=4SQpart=COVERrefers to an earlier job

    No item chosen · 3 candidates

    “Same as hospital” points to an earlier job, so a person picks the cover. Three candidates are ready.

    Review
    Medium
  6. 6 · 12 EA

    20A GFCI RECEPT WHITE OR EQUAL

    device=GFCIamps=20color=WHITEallows an equal

    40-3105 · 20A 125V self-test GFCI receptacle, white

    EA · $16.40 · 36 on hand

    The request allows an equal, so a person confirms the brand before it is quoted.

    Review
    High
  7. 7 · 30 EA

    4 SQ BOX 2-1/8 DEEP 1/2 KO

    box=4SQpart=BOX

    52151 · 4″ square box, 2-1/8″ deep, 1/2″ KOs

    EA · $2.18 · 412 on hand

    Box size and type agree; depth and knockouts match the catalog description.

    Resolved
    High
  8. 8 · 6 EA

    HBL5362W

    part number HBL5362W

    40-1177 · Hubbell HBL5362W · 20A 125V duplex, white

    EA · $9.62 · 54 on hand

    Exact match on part number HBL5362W (Hubbell).

    Resolved
    High
  9. 9 · 200 FT

    1/2 LFMC

    trade size=1/2conduit=LFMC

    311020 · 1/2″ liquidtight flexible metal conduit, 100′ coil

    FT · $1.34/ft · 9 coils on hand

    Trade size and conduit type agree; sold by the coil, so 2 coils cover 200′.

    Resolved
    High

Illustrative data, and it works: open a line to see its shortlist, decide it, then approve the draft.

  1. 01

    The customer’s words

    Every line keeps the quantity, unit and wording exactly as the contractor sent them — “4S COVERS — SAME AS HOSPITAL” stays “4S COVERS — SAME AS HOSPITAL”.

  2. 02

    What was read

    Gauge, insulation, color, amps, poles, trade size, conduit type and more, pulled out as chips so you can see what Goodshed understood.

  3. 03

    The item, price and stock

    The catalog item it chose, with your price and the quantity on hand from your own catalog export.

  4. 04

    Status, confidence, reason

    Resolved, Review or Unresolved; a High, Medium or Low confidence; and one or two sentences saying why.

Built for the rep who has to stand behind the quote.

A draft is only useful if you can check it quickly. Everything on the desk is arranged so the question “why this item?” has an answer on the screen.

Every line shows its work

The customer’s words, the attributes read from them, the chosen item with price and stock, and a written reason — side by side. The line also says who decided: an exact part number, your team’s earlier choice, a pick from the catalog shortlist, or a person.

Open a line to see what else was close

Each line expands to the shortlist it was chosen from — up to ten catalog items — with the attributes that agree in green and the ones that conflict in amber. Pick a different one with “Use this item”, or search the whole catalog with “Find another item”.

Some lines always wait for a person

“Or equal”, “same as last job”, a request in feet against an item sold by the each, or a conflict on gauge, amps, poles, trade size or kVA: these land in Review with the reason spelled out, so no substitution goes through quietly.

Approve, then quote it where you already quote

Approving locks the draft. Export it as CSV or Excel to build the quote in your own system, or let a signed webhook (request.approved) hand it over. Goodshed never sends anything to your customer.

Four tabs and a search. That’s the whole desk.

Working a request takes four tabs and a search. Start in Review, check the source when something looks odd, and search the catalog for anything the shortlist missed.

  • The tab a rep opens first. It holds just the lines in Review or Unresolved, each with its reason and confidence, and the three decisions a rep makes: use an item, flag it for review, or mark it unresolved.

  • Every line in order with its quantity, unit, chosen item, status and confidence. Resolved lines are here too, so you can spot-check anything before you approve.

  • The original email and its files, next to the text Goodshed extracted from them. When a line looks strange, you can see whether the contractor wrote it that way.

  • An audit trail for the request: when it opened, how many lines were read and resolved, every line a person decided, approvals, reopens and re-runs, and each delivery to a connected system.

  • When nothing on the shortlist is right, search your catalog from the line and choose “Use for line”. The line records that a person chose it.

The details that make a draft trustworthy.

Small rules, applied the same way on every request.

Three statuses, no grey areas

Resolved means an item is chosen and nothing argues with it. Review means a person should look. Unresolved means nothing in your catalog fits well enough, and the line says so instead of guessing.

Confidence is its own column

High, Medium or Low — never a percentage. A GFCI line can be High confidence and still sit in Review, because the customer allowed an equal and that is a person’s call.

It says who decided

Part number, your team before, chosen from the shortlist, or a person. You always know whether a line came from an exact match, from memory, from the AI or from a colleague.

Approved drafts are locked

Once a draft is approved its lines can’t change. If something needs fixing, reopen it — the reopen is recorded in Activity like everything else.

A stopped run says so

If reading a request stops partway, the request is flagged rather than left half-finished. Choose “Run again” to read it from the start.

Exports that are safe to open

CSV and Excel with one row per line: quantity, unit, the customer’s words, status, confidence, item, price and reason. Cells that start like a formula are written as plain text.

Against the way it’s done today.

Compared with keying a list by hand, and with pasting it into a general-purpose AI chat.

GoodshedBy handGeneric AI chat
Matched against your own catalog, price and stock
The customer’s exact words kept on every lineOn the printout
A written reason for every lineWhen asked
Only the uncertain lines need a personEvery line
“Or equal” and “same as last job” held for a personDepends on the rep
Unit mismatches flagged (feet vs. each)
A record of who chose what
Hands off as CSV, Excel or a webhookRetypedCopy and paste

Questions about the Quote Desk

Does Goodshed send quotes to my customers?
No. Goodshed makes a draft for your team. A rep reviews and approves it, then builds the quote in your own system from the CSV or Excel export — or your system picks it up through the request.approved webhook. Nothing goes to a customer from Goodshed.
What is the difference between Review and Unresolved?
Review means Goodshed may have an item but a person should decide: several items fit, the wording allows an equal or points to an earlier job, the units don’t line up, or something the customer specified disagrees. Unresolved means nothing in your catalog came close enough, so no item is attached.
Why is confidence separate from the status?
Because they answer different questions. Confidence is how sure the match is (High, Medium or Low). Status is whether a person needs to act. A line can be a High-confidence match and still need a person — for example when the contractor wrote “or equal”. A line is never Resolved without High confidence.
What happens when a rep picks a different item?
The line is marked Resolved, records who chose it, and the choice is written to Activity. Goodshed also remembers that item for those exact words — for that customer and in general — so the next request that says the same thing gets the same answer. Flagging a line as “Needs review” does not teach it anything.
Where do the prices and stock numbers come from?
From your catalog: the item export your ERP already produces, with your prices and quantities on hand. They are as current as the latest catalog you’ve imported.
How does the draft get into our ERP?
Today, through the CSV or Excel export, or through signed webhooks (request.ready when a draft is ready, request.approved after a person approves it) that your system can act on. There is no rip-and-replace. Integrations & API
Can we change a draft after it’s approved?
Approved drafts are locked so the export matches what was approved. Reopen the request to make changes, then approve it again. Both steps are recorded.
What if something goes wrong while a request is being read?
The request is flagged as stopped instead of showing a partial draft. Choose “Run again” to read it from the start.

The last quote your team retypes by hand.

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NextInboxOne address for every request. Sorted, summarized and started.