How do I upload a quote using AI?
Upload Quote Documents And Use AI To Extract The Details.
Please note, users must first head to the Configuration Variables area in Settings and turn on the 'Feature Flag Ai Quote Creation From File Upload' flag.
- Select add quote
- From here, select the checkbox to autopopulate fields using AI
- Fill in the remaining fields in the form
- Upload the document and hit Save
- The AI will begin working, displaying a progress wheel as it does so
- Once complete, check the relevant fields and costs
- To help provide feedback to Expansive, select the thumbs up if the extraction was helpful or thumbs down if the details were not sufficient
