Enquiries Arrive Scattered
WhatsApp messages, calls, PDFs and email can contain different pieces of the same requirement. The team first needs one structured enquiry record.
ઇન્ક્વાયરી આવે છે. પણ quotation અટકી જાય છે?
A quotation can wait because the specification is incomplete, a rate needs checking, delivery or freight is unclear, or the next approval is still with the owner.
Use ChatGPT Plus, Google Sheets and Google Docs to organise enquiry information, identify what is still missing, prepare a checked draft and keep the next follow-up visible.
The workshop starts with the business workflow first. AI is used only where it helps organise, check and move the work forward.
WhatsApp messages, calls, PDFs and email can contain different pieces of the same requirement. The team first needs one structured enquiry record.
Variant, size, technical specification, freight, delivery expectation or other commercial information may still be incomplete.
Supplier or material rates can change. The team needs a visible rate source, effective date and approved basis before using a price in a quotation.
Routine clarification, rate checks and draft review can keep returning to the business owner even when the team could prepare the information first.
A quotation may be sent, but the next call, revised requirement, customer reply or follow-up date is not always visible in one place.
The examples use business-safe, sanitised information. Pricing, discounts, taxes, commercial terms and final approval remain with the business.
ChatGPT Plus helps organise the information already supplied by the customer. Google Sheets holds the enquiry fields. Missing specifications are flagged before the quotation team moves ahead.
A Google Sheet can log the source, effective date and approved rate basis. ChatGPT Plus can help organise the rate information and prepare the quotation draft in Google Docs after the business has verified the inputs.
Google Sheets tracks quotation reference, sent date, customer status, next action and responsible person. ChatGPT Plus can help draft a follow-up message using the verified context already in the tracker.
The workshop is built around your actual sales work — not a generic AI lecture.
Bring one safe, sanitised enquiry and identify where details, rate checks, approvals or follow-up are slowing the process.
Use ChatGPT Plus, Google Sheets and Google Docs to build a practical enquiry-to-quotation workflow with trainer guidance.
Leave with an enquiry-to-quotation worksheet and follow-up tracker you can adapt for your business.
CEO, Rao Information Technology · Ph.D. in AI
Practical focus: structure real sales and quotation workflows with appropriate AI assistance while keeping pricing, discounts, taxes, commercial terms and final quotation approval with the business.
18 October 2026 · 10 AM–1 PM · T. N. Rao College, Rajkot · ₹599 per person