Marketplace

Review quotes before they reach the customer

Give sales, finance, and reviewers a shared process for checking a quote. The agent evaluates pricing, margin, and commercial terms, then routes exceptions to the people responsible for approving them.

How it works

A requester submits a quote approval request through Slack, Teams, or the Quote Approval Form, creating a tracked request row. The agent confirms the request type, retrieves context from CRM quote records and approval policy, checks the relevant policy source, and asks for any missing details in chat.

Where policy permits, the agent completes quotes that meet standard margin, discount, and contract term thresholds and records the outcome without waiting for manual handling. The agent escalates margin exceptions, custom terms, missing approval data, or customer-specific constraints to the responsible owner with a decision summary and supporting context.

An approver reviews the escalation in chat or the Quote Approval Queue, then approves, rejects, or returns it for more information.

Where people stay in control

People remain responsible for approval exceptions; risky or ambiguous requests.

Adapt it to your organization

Connect the systems listed alongside this description and configure the workflow for your organization’s data, permissions, and policies. Review the named agents, apps, and automations before using them with your own records.