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Tool Gate · How it works

How the roll-up gate works

How the AI Pricing & Quote Intelligence Studio works

This tool grades each AI-drafted quote against a weighted soft score plus a two-trigger gate, then rolls the batch up to its weakest quote. It reads 4 quotes and rolls them into one verdict — the worst, never the average — then a gate that can only make it worse.

The 4 quotes

01Enterprise tier — renewal100/100 soft · margin 600 vs floor 400 · benchmark realQUOTE-READY
02SMB onboarding package100/100 soft, yet gate FIRED · benchmark fabricatedDON'T QUOTE
03Agency retainer — Q378/100 soft · margin 1100 vs floor 900 · benchmark realQUOTE-READY
04Starter plan — discountedfix first60/100 soft · margin 70 under the 100 floor · gate FIREDDON'T QUOTE
ALL QUOTABLE
every quote reads QUOTE-READY
SHORE UP THE SET
a quote reads SHORE UP, none pulled
PULL A QUOTE
any quote reads DON'T QUOTE
Two-trigger · worsen-only

A weighted soft score (30/25/25/20) sets each quote's band — QUOTE-READY at 75+, SHORE UP at 50+, DON'T QUOTE below. But a fabricated benchmark, or a price whose margin sits under your own floor, forces that quote to DON'T QUOTE no matter how high the score. A single DON'T QUOTE quote pulls the whole batch to PULL A QUOTE — a good average never releases a quote resting on an invented benchmark or one that loses money.

PULL A QUOTE

Why: Two of four quotes read QUOTE-READY, and one of the pulled quotes — SMB onboarding — scores a perfect 100 on all four soft signals. But the gate fires twice: SMB's benchmark is fabricated, and the Starter plan's margin of 70 sits under its 100 floor. Either trigger forces DON'T QUOTE regardless of the score, and one pulled quote drops the batch to PULL A QUOTE. The soft score alone would have sent both. 2 of 4 quotes pulled (one at a perfect 100 soft score) · worst-not-average.

Fix firstStarter plan — discounted: its margin of 70 is under the 100 floor, so it can't be quoted at that price — raise the price above the floor first. SMB is next: replace its fabricated benchmark with a real, cited one to release its gate.

No single quote is the crisis — the clustering is. The roll-up takes the worst, the gate escalates when trouble compounds, and it names the one thing to fix first. A defensibility working aid that grades a drafted quote — an artifact — from your own numbers and marks. It sets no price, applies no industry multiplier, sends nothing, and scores no person. Not financial advice. Competitive and savings claims can carry FTC substantiation obligations — keep every comparator real and cited.