1. Prepare the source
Collect raw text you already have with dates and amounts. Remove private details.
quote docket · free workflow
Turn Client Notes Into a First-Draft Quote With Scope Guardrails — Free
Paste client notes and scope constraints and get a quote with line items, guardrails, and what is out of scope — with hours per line.
free path works offline firststarter loads with no network call
12 rows x 90 sec = ~18 min savedmeasured against your own input
designed result, not prose dumpreceipt / board / packet with hierarchy
What this replaces
writes out-of-scope items as explicit guardrails with hours, so scope creep becomes a line item, not a favor The result is a small object you can inspect: it carries a count, a context row, and a next action instead of asking you to trust a paragraph.
Tool note. This workflow uses GratisAI local-first quote builder (no key, no account). Documentation checked on 2026-09-13; limits can vary by account. Runners-up were a generic list generator and a plain summarizer. Use sample data first. Concrete example: CHEM 101 exam Sep 18 2026, 4 units, $412,000 at 6.8% over 30 years, closing June 2027 — four points across three types labeled as sample.
The handoff
2. Ask for strict shape
Prompt the free tool to return only JSON with this shape: {"heading":"...","metric":"...","rows":[{"label":"...","detail":"...","value":"..."}],"next":"..."}. Require "not found" when missing.
3. Run the misses here
Paste same lines into board below. Companion runs locally and shows designed result without calling API.
Try the quote docket board
Load a sample, replace it with your own notes, and inspect the generated object. Sample values are illustrative, not verified facts.
Loading the sample object…
share line
What breaks first
A board that covers only the loudest item
Require one row per source line and check count before trusting total.
An answer that sounds plausible but is not in your paste
Keep evidence phrase and source-grounding request. "Not found" is useful.
A low score that feels like a verdict
Treat as routing signal, not prediction.
Go deeper without losing the free path
The free board is complete on purpose. The companion app adds a tangible file, history, or handoff only after the result is useful: Printable quote docket with 6 line items; estimate: 6 items x ~3 minutes of manual scoping = ~18 minutes avoided per quote
open the quote docket companion