Draft pricing options for a proposal

A draft pricing-options table with assumptions and the approval each option requires.

Choose one of three approaches. The steps for that option appear below.

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Coda: maps rates, you recompute, it drafts the options table

Coda maps requirements to rate lines, you recompute each price, and Coda lays out the options. You sign off.

  1. You

    Select the inputs

  2. Coda

    Map to rate lines

  3. You

    Recompute prices

  4. Coda

    Draft the table

  5. You

    Mark and sign off

  1. Select requirements and rate card

    Use: You

    Have ready: the deal requirements and the rate card with the discount policy.

    Check

    Check the rate card and discount policy are current.

  2. Map requirements to the rate card

    Use: Coda

    Ask for one row per requirement: the rate line, quantity, price arithmetic and assumptions, blank where no rate applies.

    Details

    What to paste into the tool

    Task: Pricing basis table. Build a table with one row per requirement: the rate line that applies, the quantity from the requirements, the arithmetic that gives the price, and the assumptions made. Use only rates present in the rate card extract, and leave the price blank where no rate applies.

  3. Recompute every price

    Use: You

    Recompute every price from the rate card, check each assumption, and correct or remove rows the rate card does not support.

    Check

    Check each row uses a rate line that exists in the rate card.

  4. Draft the options table

    Use: Coda

    Ask for two or three pricing options with price, assumptions and an approval column filled from the policy thresholds, promising no price.

    Details

    What to paste into the tool

    Task: Draft options table. From the checked basis, lay out two or three pricing options as a table with the price, the assumptions and an approval column. Fill the approval column from the discount thresholds in the policy extract, and mark options needing deal-desk approval as requiring it. Promise no price.

  5. Mark approvals, sign off

    Use: You

    Mark options needing deal-desk approval as pending and not promised, and sign off the table.

    Check

    Check every price traces to the approved rate card before the table is used.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Never paste credentials or full payment details.

Each path begins by removing customer identifiers and exact volumes before any AI tool receives text.

The deal owner recomputes or checks every price against the approved rate card.

Options needing deal-desk approval are marked and not promised; no price is communicated.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Plan and usage limits for Coda AI, ChatGPT, Gemini Notebook and Claude were not established.
  • Every verdict is not yet checked; no quote describes rate-card arithmetic.
  • Correct derivation of every price rests on the deal owner.

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