Business Offer Analysis - Quotation
Extraction of structured information to create a comparison table of offers.
Without AI
- Lire chaque devis1 h
- Ressaisir dans un tableau comparatif2 h
- Vérifier les écarts30 min
3 h 30
With AI
- Extraction assistée20 min
- Tableau généré et harmonisé15 min
- Vérification ciblée20 min
55 min
Why this use case
Comparer trois ou quatre devis d'entreprises pour un même lot veut souvent dire ressaisir à la main des dizaines de lignes, avec des intitulés et des découpages différents d'un devis à l'autre — un travail long et propice aux erreurs de recopie.
L'IA est bonne pour extraire des tableaux de documents variés et les aligner malgré des formulations différentes. Elle ne juge pas la fiabilité d'une entreprise, mais elle te met rapidement devant un tableau comparatif que tu n'as plus qu'à vérifier.
Process steps
Gather the received quotes
Collecte · 10 minThe PDF quotes from every company for the lot being compared.
Extract line items and amounts from each quote
AI-assistedExtraction · 10 minAsk the chatbot for a structured table per quote: item, quantity, unit, unit price, total.
Normalize and compare the quotes
AI-assistedComparaison · 10 minAlign equivalent line items across quotes even when worded differently, and flag missing items or large price gaps.
Verify and decide
Décision · 15 minSanity-check the flagged outliers and missing items, then make the call.
Prompts
Tools used
Claude
Steps 2 and 3Steps 2 and 3 · Extraction, comparison
Key takeaway : One conversation per lot — mixing several lots in the same thread makes the comparison table unreliable.
Base de connaissance IA
Step 3Step 3 · Reference base
Key takeaway : Store the DPGF once and reuse it as the reference breakdown for every quote comparison on this project.
Limitations
A poorly scanned quote gives an unreliable extraction
Prefer text-based PDFs, or process scanned ones in small extracts and double-check the figures.
Differently-worded items can be misaligned
Re-read the comparison table line by line — the AI can merge two items that aren't actually equivalent.
It doesn't judge the company's reliability
Only the content of the quote is analyzed, not the company's track record.
A coherent-looking amount can hide an important exclusion
Always re-read the conditions and exclusions, not just the totals.
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