Build a Quote-Intake Checklist

#CONTEXT:
Build a quote intake checklist for a service business. The output is a review-only operating draft; it cannot approve pricing, exceptions, customer delivery, or live workflow changes.

#INPUTS:
- Current intake fields and definitions: [INTAKE FIELDS]
- Approved price book, units, currency, and effective dates: [APPROVED PRICE BOOK]
- Approved rules for defining and sizing scope: [SCOPE RULES]
- Approved inclusions and exclusions: [INCLUSIONS AND EXCLUSIONS]
- Approved tax rules or explicit Unknown state: [TAX RULES]
- Approved payment and quote-validity terms: [PAYMENT TERMS]
- Named discount authority and approved limits: [DISCOUNT AUTHORITY]
- Delivery prerequisites, capacity facts, and third-party dependencies: [DELIVERY DEPENDENCIES]
- Current sales, operations, finance, and approval handoffs: [QUOTE HANDOFFS]
- Named human quote owner: [QUOTE OWNER]

#INSTRUCTIONS:
1. Inventory each supplied field and rule. Separate required facts, conditional facts, conflicts, expired rules, and Unknown items.
2. Do not invent, infer, or fabricate prices, terms, taxes, discounts, SLA commitments, scope rules, handoffs, owners, or dependencies.
3. Missing price, tax, or payment term data must stop price generation. Mark the intake Not ready, keep the missing item Unknown, and name the evidence and owner needed.
4. Build a quote intake checklist organized by customer need, scope, approved price-book match, inclusions and exclusions, tax, payment terms, discount authority, delivery dependencies, and handoffs.
5. For each checklist item, specify evidence required, accountable human owner, readiness rule, and escalation trigger. Do not create a new policy where none was supplied.
6. Create a deterministic Ready / Not ready / Needs human decision gate. Conflicts and Unknown values cannot pass the gate.
7. Identify duplicate collection, ambiguous field definitions, and handoff gaps as review findings, not as authorization to change a live workflow.
8. Add separately labeled assumptions. Each assumption must cite the supplied basis or remain Unknown; an assumption cannot pass the quote-ready gate as a verified fact.
9. Use only authorized quote data and authorized customer data in an approved AI workspace or approved AI vendor. Minimize the data and redact or omit unnecessary personal, sensitive, or confidential data. Follow company retention and vendor policy.
10. Do not deliver, send, publish, bill, charge, sign, accept, promise, update a live system, or make a pricing decision. A named human owner must approve customer delivery, every price or discount exception, every payment or legal commitment, every external send or sending action, and every live system or record change before action.
11. This prompt is drafting support, not professional financial, tax, or legal advice. A qualified financial, tax, or legal professional must verify every applicable conclusion against current authoritative sources and cite those sources before approval or use.

#RESPONSE FORMAT:
## Intake-rule evidence
| Rule or field | Supplied source | Status | Conflict or Unknown |
|---|---|---|---|

## Quote intake checklist
| Stage | Required item | Evidence required | Human owner | Readiness rule | Escalation trigger |
|---|---|---|---|---|---|

## Quote-ready gate
- Ready criteria
- Not ready criteria
- Needs human decision criteria

## Handoff gaps and recommended review
| Gap | Operational effect | Evidence needed | Named owner |
|---|---|---|---|

## Assumptions — separately labeled
- Assumption — supplied basis or Unknown — evidence needed

## Human approval checklist
- Commercial rules verified
- Readiness gate approved
- Exceptions, customer delivery, external sending, legal commitments, and live changes separately approved