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Review Sales Quotes
Check validity dates and terms before answering quote approval requests
Use this Agent instantly or customize it - no programming needed
- Pending quote approvalPending quote approval
Your pending approval identifies the quote and the request that needs a decision.
- Quote validity dateQuote validity date
Your quote's validity date shows when the offer expires.
- Quote termsQuote terms
Your quote's terms show the conditions offered to the customer.
- Quote review rulesQuote review rules
Your review rules set the minimum validity window and the terms you accept.
Your sales quote tool holds pending quotes and records approvals or rejections with comments.
- Quote rejectionQuote rejection
Your quote owner sees the exact date or terms change to make in the rejection comment.
- Quote approvalQuote approval
Your quote owner sees that the quote cleared the validity and terms review.
This Agent waits for a quote in your approval queue. It checks the validity date and terms against your rules. It approves the quote or rejects it with the correction needed.
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AirtableUsed as:
- Sales quote tool
Airtable holds pending quotes and records approvals or rejections with comments.
monday.comUsed as:
- Sales quote tool
monday.com holds pending quotes and records approvals or rejections with comments.
PodioUsed as:
- Sales quote tool
Podio holds pending quotes and records approvals or rejections with comments.
KintoneUsed as:
- Sales quote tool
Kintone holds pending quotes and records approvals or rejections with comments.
Made for your industry
Review Sales Quotes is made for businesses in these industries.
- Software
Check subscription quotes for valid dates and accepted terms.
Show all Agents for the Software industry - IT Services
Check service quotes against offer windows and accepted terms.
Show all Agents for the IT Services industry - Construction
Check bid validity and customer terms before quote approval.
Show all Agents for the Construction industry - Wholesale Distribution
Catch expired wholesale offers and unapproved terms before approval.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Clear product quotes with valid offer dates and accepted terms.
Show all Agents for the Manufacturing industry - Printing
Check print job quotes for expired dates and unapproved terms.
Show all Agents for the Printing industry - Telecommunications
Check service quotes for valid offer dates and accepted terms.
Show all Agents for the Telecommunications industry - Transportation and Logistics
Check freight quotes for expired dates and unapproved terms.
Show all Agents for the Transportation and Logistics industry
Made for your role
Review Sales Quotes is made for people in these roles.
- Account Executive
Flag date or term fixes before you send a customer quote.
Show all Agents for the Account Executive role - Sales Operations Specialist
Review queued quotes and name the exact date or term to fix.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Approve quotes with valid dates and accepted customer terms.
Show all Agents for the Sales Manager role - Sales Operations Manager
Clear quote approvals by checking offer dates and customer terms.
Show all Agents for the Sales Operations Manager role - Revenue Operations Manager
Keep quote approvals aligned with offer windows and accepted terms.
Show all Agents for the Revenue Operations Manager role - Deal Desk Analyst
Check quote dates and terms before commercial signoff.
Show all Agents for the Deal Desk Analyst role
Made for your department
Review Sales Quotes is made for people in these departments.
- Sales
Catch offer dates and terms that need fixing before quotes reach buyers.
Show all Agents for the Sales department - Sales Operations
Approve valid quotes or return them with the date or term to fix.
Show all Agents for the Sales Operations department
How Review Sales Quotes works
3 steps, in order, on every run.
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Read Quote DetailsOpen the pending quote and read its validity date and terms. Stop if the approval is no longer pending.
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Compare Against Your RulesCheck that the quote remains valid for your chosen number of days after approval. Compare its terms with your accepted variants.
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Record the DecisionApprove a quote that passes both checks. Reject a quote that fails and name the needed correction in the comment.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Podio.
4 tools
- Set the minimum days a quote must remain valid after approval and the accepted terms and conditions text or allowed variants.
- Assign the Agent as an authorized approver for the quote approval rule.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Review Sales Quotes:
You choose the minimum days a quote must remain valid after approval. You also provide the terms you accept. Assign the Agent as an approver for your quote approval rule.
The quote owner sees a rejection comment naming the missing date or unaccepted terms. They can correct the quote before resubmitting.
Your quote stays unchanged if its approval is no longer pending.
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.
Agents related to Review Sales Quotes
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Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
5 toolsSee where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsYour quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsYour internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
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