Sales & Outbound

Quote Builder Bot

Generates priced quotes from catalog and discount rules.

Quotes built by hand invite errors: stale price lists, forgotten discount rules, and terms that vary from rep to rep. The Quote Builder Bot generates priced quotes from your current catalog and discount rules, so every quote starts correct.

It reads product configurations from the deal record in memory and applies the pricing and discount policies the team has approved. Reps receive a finished quote to review, and anything above policy is routed for approval before the quote can go anywhere.

What it does

  • Generates priced quotes from the current catalog and the deal's recorded configuration.
  • Applies approved discount rules and term policies automatically.
  • Flags any line that exceeds discount thresholds and routes it for approval.
  • Produces clean quote documents ready for the rep to review.
  • Recalculates quotes when quantities, terms, or catalog prices change.
  • Records every issued quote against the deal in memory.

How it works

  1. 1Install the agent into your team's memory and load your catalog and discount rules.
  2. 2Connect your CRM and document storage integration categories through OAuth.
  3. 3When a rep requests a quote or a deal reaches the quoting stage, the agent builds one from the recorded configuration.
  4. 4The quote lands with the rep, and any pricing exception is routed to the right approver.
  5. 5A human approves the final quote before it is sent to the customer.

Works with

E-signature & contracts (optional):DocuSignDropbox SignPandaDocAgreements and their signing state.
CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Calendar & scheduling (optional):Google CalendarCalendlyCal.comReading availability and booking meetings.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

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