Sales
On demand
Quote & Discount Reviewer Agent
Check the numbers and authority.
Check a sales quote's totals and discounts against your current prices and approval rules.
Check this £3,400 quote against our £4,000 list price and discount limits.
- Read the request and supporting information
What it does
Spot pricing mistakes and discounts needing approval.
Check a sales quote's totals and discounts against your current prices and approval rules. Built for sales operations and commercial owners.
Validate the quote inputs
Provide the quote, price list and discount limits for the salesperson. Account terms and prior concessions can reveal discounts that would otherwise be missed.
Check discount authority
Recalculate the total and identify discounts or terms that need a manager's approval.
Prepare the approval review
Get a checked quote summary and the specific approvals needed before sending it.
How it works
Check a sales quote's totals and discounts against your current prices and approval rules. Built for sales operations and commercial owners.
- Approved documents and context
- Compare the calculated discount with the explicit authority tier. Do not infer margin from discount or release a quote from an unbound approval. Links to the original information and the date it was checked Optional: the account's signed pricing amendments and prior concession ledger, to detect stacking or conflicting terms. Optional: current approved cost and margin inputs, where available, to explain the effect of a requested discount.
- Reduce avoidable quote corrections
- Recalculate quantities, prices, totals and discount percentages so the team can review discrepancies before sending.
- Keep discounts within approval rules
- See which manager decisions or missing cost details must be resolved before releasing the quote.
- Salesforce · Read quote and approval authority (read)
- Match proposed commercial action to owner limits.
- Google Sheets · Read approved price book and cost basis (read)
- Compute list and proposed totals.
- Google Docs · Prepare reviewed quote draft (draft)
- Keep release separate from arithmetic review.
- Human review and permissions
- Sales operations and commercial owners review the quote check and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Salesforce, Google Sheets, Google Docs.
02Check what matters
Recalculate the total and identify discounts or terms that need a manager's approval.
03Prepare the result
Recalculated prices, quantities, totals and discount percentages. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Sales operations and commercial owners review the quote check and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
Salesforce
HubSpot
Structured records
Google Sheets
Airtable
Notion databases
Documents
Google Docs
Microsoft OneDrive
Google Drive
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
Catch pricing errors and approval gaps before a quote reaches the customer.
- Reduce avoidable quote corrections
- Recalculate quantities, prices, totals and discount percentages so the team can review discrepancies before sending.
- Keep discounts within approval rules
- See which manager decisions or missing cost details must be resolved before releasing the quote.
More for sales teams
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Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
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.