Agentic Commerce
On demand
Policy-Constrained Quote Agent
Clear quotes. Checked arithmetic.
Prepare an itemised quote for a buyer's AI assistant using your prices and agreed discount rules.
Quote 120 Aster desk lamps for account AC-17, delivered to the validated UK business address in GBP.
- Retrieved PB-42, E-6 and TX-81 and checked their versions against AC-17.
What it does
Turn a buyer's request into an itemised offer.
Prepare an itemised quote for a buyer's AI assistant using your prices and agreed discount rules. Built for merchants receiving structured quote requests from buyer agents.
Check the commercial terms
Provide the requested items, quantities, buyer details and current price list. Account agreements and previous concessions can help produce a more accurate quote.
Calculate the complete quote
Calculate the quote and flag discounts or missing details that need a commercial decision.
Route pricing exceptions
Get a quote draft with an expiry date and a clear list of any approvals needed.
How it works
Prepare an itemised quote for a buyer's AI assistant using your prices and agreed discount rules. Built for merchants receiving structured quote requests from buyer agents.
- Approved documents and context
- Current merchant price book with currency, volume tiers and effective dates; use the fictional scenario prices only when testing the examples. Verified account discount entitlements and current commercial approval limits, including whether discounts replace or combine with volume pricing. Effective quote terms covering expiry, freight, tax and reservation status; explicit buyer acceptance and separately verified purchase authority are required. Optional: effective account pricing amendments and prior concession records, to detect applicable entitlements and avoid stacking discounts. Optional: buyer-confirmed delivery requirements and current freight estimates, to explain costs outside the base item price.
- Make the proposed cost easier to assess
- Review itemised products, quantities and discounts, with available tax and delivery amounts, expiry and unresolved costs shown.
- Route exceptions to the right decision maker
- See discount exceptions and missing commercial or finance details that require approval before the quote can proceed.
- Salesforce · Read account pricing entitlement (read)
- Resolve the authenticated account's authorized commercial tier; adapter needs account-level read scopes.
- Google Sheets · Read approved versioned price book (read)
- Load owned SKU prices and deterministic tier rules from a configured merchant source.
- Stripe · Retrieve configured tax calculation (read)
- Use a merchant-approved tax integration where supported; fixtures demonstrate results without a live billing connection.
- Salesforce · Draft quote and exception request (draft)
- Store a reviewable quote draft keyed to intent and price version; no purchase, charge or signature authority.
- Human review and permissions
- Commercial owner approves concessions above the account entitlement and within the configured ceiling. Tax owner resolves missing destination or conflicting tax evidence before issuing a final total. Operator compares source versions, replays deterministic pricing and revokes superseded approvals when recovering a failed draft.
01Gather the context
Bring together the relevant information from Salesforce, Google Sheets, Stripe.
02Check what matters
Calculate the quote and flag discounts or missing details that need a commercial decision.
03Prepare the result
An itemised quote with quantities, prices, discounts, delivery, tax status and an expiry date. Requested versus permitted concession, affected quote version, owner and approval state; approval cannot change calculation rules.
04Review proposed changes
Commercial owner approves concessions above the account entitlement and within the configured ceiling. Tax owner resolves missing destination or conflicting tax evidence before issuing a final total.
Integrations
CRM
Salesforce
HubSpot
Structured records
Google Sheets
Airtable
Notion databases
Payments & billing
Stripe
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Prepare reviewable quotes with less calculation work and pricing exceptions visible before release.
- Make the proposed cost easier to assess
- Review itemised products, quantities and discounts, with available tax and delivery amounts, expiry and unresolved costs shown.
- Route exceptions to the right decision maker
- See discount exceptions and missing commercial or finance details that require approval before the quote can proceed.
More for agentic commerce teams
Agent-Readable Offer Publisher
Turn your product and service information into clear offer details that buyers' AI assistants can read.
Source-Backed Buyer Enquiry
Answer a buyer's AI assistant using your product details and policies, with links to the relevant information.
Buyer-Agent Selection Test Lab
Test whether an AI assistant can understand your offer and match it to a buyer's needs.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.