Cloudforge Requirements

[Dunridge]

https://cloudforge.notion.site/Take-Home-Screen-52af58a7b82e46fa92fe8975101fa539

Take-Home Screen

Problem Statement

Design, architect, and implement a widget that, at a high level, utilizes the latest AI tools to automatically turn customer emailed requests for quote (RFQs) to a metal service center into structured quotes to send back to the customer. This will enable salespeople to focus on selling and talking with customers, giving them the ability to respond with the single click of a button to “Send Quote”, rather than diving into the ERP to get the necessary information requested to respond to an RFQ.

Simple Code to Implement

1. Given the contents of an email, use your favorite AI tool(s) to determine if the email is an RFQ or not. Assuming the email is an RFQ, again use AI to extract the customer, products and quantities being requested, along with any other relevant information like custom dimensions or processing, due dates, shipping restrictions, etc.
2. Given this structured information from the RFQ, search the existing inventory to determine if the order can be fulfilled from products that are already in stock. If the order can either be fully or partially filled with existing stock, determine a reasonable sales price for the product.
3. Create a structured quote in the system for the customer with the calculated price, and build a corresponding UI for the salespeople to view a dashboard of all quotes, including these newly created draft quotes. Allow the user to finalize and “send” the completed quote to the customer.

Ideal Solution

The ideal solution will contain some form of the following components:

• Some UI to view the inventory and corresponding product details
• Some UI to input the email details
• Some UI to view all of the AI-created “draft” quotes that have been created in the system
  • These should contain information about the email that generated the “draft” quote
• Some UI for the salesperson to review the AI-created “draft” quote and “send” it to the customer
• Some UI to view all of the “sent” quotes in the system

Deliverables

• Please invite [chris@cloudforgesoftware.com](mailto:chris@cloudforgesoftware.com) to your Github repository
• A README with all instructions necessary to get the project running locally
• An eng “spec” outlining your general approach to the problem, including design choices, architecture decisions, and any assumptions or tradeoffs made

Evaluation Criteria

Your submission will be evaluated based on the following criteria:

• Clarity and organization of your design and code
• Completeness and correctness of your data model and system architecture
• Appropriateness of design decisions, assumptions, and trade-offs
• Quality of your code, including readability, maintainability, and adherence to best practices

Final Notes

As a seed-stage start up, it is far more important that we ship excellent functionality to our customers than it is for that functionality to have all of the bells and whistles. Think “a mile wide and a foot deep” - we absolutely cut scope if necessary to hit our deadlines, but we are deliberate about which scope we are cutting and documenting why. We also need to build as quickly and efficiently as possible, which includes heavily leveraging the latest AI tools like GPT-4, Copilot, and [Assistants](https://platform.openai.com/docs/assistants/overview) to augment our expertise. We use Vercel for our tech stack, and we love that it allows us to focus on delivering customer-perceived value. By no means do you have to use it, but they [have a bunch of great starter templates](https://vercel.com/templates) to get you up and running right away! Keep this in mind as you build out your solution.

[Dunridge]

Example of a structured quote (RFQ)

Customer: John Doe Email: john.doe@example.com

Requested Products:

• Product A: 100 units
• Product B: 50 units (custom dimensions required)

Due Date: 2024-06-01 Shipping Address: 123 Main Street, Anytown, USA

Quote: Product A: 100 units x $10/unit = $1000 Product B: 50 units x $15/unit = $750 (custom dimensions)

Total Cost: $1750

[Dunridge]

Example inventory

Product Name, Description, Price, Stock Quantity Product A, Standard product, $10/unit, 500 units Product B, Custom product with special dimensions, $15/unit, 200 units Product C, Basic product, $8/unit, 1000 units

[Dunridge]

An RFQ stands for "Request for Quote." It is a document or inquiry sent by a customer or client to a supplier or vendor, requesting pricing and other details for products or services that they are interested in purchasing

[Dunridge]

Example of a letter for RFQ

Dear Jack, I hope this email finds you well. My name is John Doe, and I am reaching out to request a quotation for Product A and Product B. Product A comprises 100 units, while Product B consists of 50 units with custom dimensions required. The due date for this order is June 1, 2024, and the shipping address is 123 Main Street, Anytown, USA. Could you please provide a quote for the requested products, including any applicable discounts, taxes, and shipping costs? Based on previous quotes, we anticipate the following pricing: Product A at 100 units x $10/unit totaling $1000, and Product B at 50 units x $15/unit totaling $750 due to custom dimensions. The total cost is expected to be $1750. Please confirm if you can meet the specified due date and provide any additional information or documentation required to proceed with this order. Thank you for your time and assistance. I look forward to your prompt response.

Best, John Doe john.doe@example.com