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Panzo AI

Reviewing and explaining a quote

Ask Panzo AI to sanity-check a quote and explain each line, so you can send it with confidence.

Panzo AI can sanity check a finished quote and turn it into a plain client summary. Both are advisory. They never change your numbers and never block the quote, so your estimator stays in control of every rupee.

Review: a one-click sanity check

Review reads the whole quote and looks for the things an estimator can miss under time pressure: thin or below-cost margins, scope that seems to be missing, and discounts that look risky. It runs in one click from the quote screen and returns a short list of findings.

The order of operations matters. Panzo computes every margin deterministically first, from your own cost and price figures, and only then asks the model to comment on that computed picture. The maths is never left to the model. That means Review can point out a line sitting below cost, but the number it points at is one Panzo calculated, not one it guessed.

Panzo AI

Advisory only, by design

Review never edits a line item, never overwrites a price, and never stops a quote from moving forward. Its worst case is a finding you disagree with, which you can simply ignore. Every figure stays exactly as your estimator set it.

What Review flags

FindingWhat it looks at
Thin or below-cost marginLines where the computed margin is low or negative against your cost.
Missing scopeRooms or work types that look incomplete for the kind of project.
Risky discountDiscounts large enough to be worth a second look before you send.

Explain: a plain-language summary

Explain turns a BOQ into a warm, readable summary of what the project includes, written in plain Indian English for the client to read. It is the difference between handing a client a spreadsheet of line items and giving them a paragraph they actually understand.

Explain works from the numbers already in the quote. It invents no per-line prices. The total is shown once, in rupees, exactly as the quote already states it. Nothing in the summary contradicts the figures your estimator locked in.

Running Review and Explain

  1. Finish your quote first

    Build the room-wise BOQ as usual. Review and Explain read a complete quote, so run them once the scope and pricing are in place.
  2. Run Review for a sanity check

    Open Review to get the advisory findings. Read each one, act on the ones you agree with by editing the quote yourself, and ignore the rest.
  3. Run Explain for the client

    Generate the plain-language summary for the client-facing view. Read it through before it reaches anyone.

Panzo AI

You approve every number

Panzo AI assists your estimator, it does not replace them. Nothing reaches a client until a person has reviewed and approved it.

Key takeaways

  • Review computes margins deterministically first, then flags advisory findings.
  • Review never changes a number and never blocks the quote.
  • Explain writes a plain client summary and invents no per-line prices.
  • The total appears once, in rupees, exactly as the quote states it.

Cannot find what you need? Ask the Panzo team.

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