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Review Quote Discounts
Check quote lines against your discount limits and record the decision
Use this Agent instantly or customize it - no programming needed
- Quote approval requestQuote approval request
Your approval request identifies the submitted quote and the work item awaiting a decision.
- Quote lines and discountsQuote lines and discounts
Your quote lines show each product's price and discount for this review.
- Discount limitsDiscount limits
You set the maximum discount for each product or product group before reviews begin.
Your quote approval tool shows each submitted quote's discounts and records the Agent's decision.
- Discount limit requestDiscount limit request
Your sales manager gets a request to set the missing limit while the quote stays pending.
- Quote approval decisionQuote approval decision
Your quote receives an approval or a rejection naming each over-limit line and its permitted discount.
- Quote approval decisionQuote approval decision
Your quote receives an approval or a rejection naming each over-limit line and its permitted discount.
This Agent waits for a discounted quote to enter approval. It checks every line against your limits. It records approval or names the discount to fix.
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AirtableUsed as:
- Quote approval tool
Airtable shows each submitted quote's discounts and records the Agent's decision.
monday.comUsed as:
- Quote approval tool
monday.com shows each submitted quote's discounts and records the Agent's decision.
PodioUsed as:
- Quote approval tool
Podio shows each submitted quote's discounts and records the Agent's decision.
KintoneUsed as:
- Quote approval tool
Kintone shows each submitted quote's discounts and records the Agent's decision.
Made for your industry
Review Quote Discounts is made for businesses in these industries.
- Software
Approve software quotes only when every line meets its discount limit.
Show all Agents for the Software industry - Wholesale Distribution
Keep each quoted item within its discount limit.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Check each product discount before approving customer quotes.
Show all Agents for the Manufacturing industry - Telecommunications
Flag over-limit service discounts before approving a quote.
Show all Agents for the Telecommunications industry
Made for your role
Review Quote Discounts is made for people in these roles.
- Sales Manager
Approve quotes within your team's line discount limits.
Show all Agents for the Sales Manager role - Deal Desk Analyst
Approve eligible quotes and flag any over-limit lines.
Show all Agents for the Deal Desk Analyst role
Made for your department
Review Quote Discounts is made for people in these departments.
- Sales
Approve quotes only when every line discount meets its limit.
Show all Agents for the Sales department - Sales Operations
Reject quotes with over-limit lines and name the allowed discount.
Show all Agents for the Sales Operations department
How Review Quote Discounts works
3 steps, in order, on every run.
-
Read the submitted quoteOpen the approval request and read the current quote lines. Reload the lines if the quote changes during review.
-
Compare line discountsCompare every line discount with its product or group limit. Leave the quote pending and ask the sales manager if a limit is missing.
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Record the quote decisionApprove the quote if every line passes. Reject over-limit quotes with the product's discount and permitted limit.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Podio.
4 tools
- Set the maximum permitted discount for each product or product group and identify the authorized quote approver.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Review Quote Discounts:
You choose the maximum discount for each product or product group. You also choose the authorized quote approver.
Your quote stays pending while the sales manager sets a limit. The Agent does not approve it without one.
The Agent reloads the current lines before recording a decision, so your approval reflects the revised quote.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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