Quote · PI · Email

Tradezzo workspace template — quote, proforma invoice, and email draft

4 steps

AI Workbench

Quote · PI · Email

Provider
OpenAI
Model
—
Status
…

Tradezzo workspace template — quote, proforma invoice, and email draft

Task input

AI configuration

Dry-run mode — no live OpenAI calls until CEO Production gate.

steps

  1. · Generate quote
  2. · Generate PI
  3. · Draft email
  4. · Review and send