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Check Quote Concessions
Compare quote concessions with customer emails before approving
Use this Agent instantly or customize it - no programming needed
- quote awaiting approvalquote awaiting approval
Your quote reaches internal approval with its concessions and a customer or deal reference.
- customer email threadcustomer email thread
Your customer's emails show written requests, accepted revisions, and later corrections.
- written agreement requirementswritten agreement requirements
You choose which concession types need explicit written customer agreement.
Your document approval tool holds quotes awaiting approval and records your decision before sending.
Your customer email tool holds the customer thread with written requests and accepted revisions.
- customer thread link requestcustomer thread link request
Your account lead gets a request to link the correct customer email thread.
- quote approval decisionquote approval decision
Your salesperson sees the approval decision and any concession the quote must correct.
- quote approval decisionquote approval decision
Your salesperson sees the approval decision and any concession the quote must correct.
- quote approval decisionquote approval decision
Your salesperson sees the approval decision and any concession the quote must correct.
This Agent waits for a quote at internal approval. It checks concessions against the customer's latest written agreement. It approves matching quotes or explains discrepancies in a rejection comment.
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GmailUsed as:
- Customer email tool
Gmail holds the customer thread with written requests and accepted revisions.
Microsoft OutlookUsed as:
- Customer email tool
Microsoft Outlook holds the customer thread with written requests and accepted revisions.
AirtableUsed as:
- Document approval tool
Airtable holds quotes awaiting approval and records your decision before sending.
monday.comUsed as:
- Document approval tool
monday.com holds quotes awaiting approval and records your decision before sending.
ZoomUsed as:
- Customer email tool
Zoom holds the customer thread with written requests and accepted revisions.
Microsoft Office 365Used as:
- Customer email tool
Microsoft Office 365 holds the customer thread with written requests and accepted revisions.
Zoho MailUsed as:
- Customer email tool
Zoho Mail holds the customer thread with written requests and accepted revisions.
PodioUsed as:
- Document approval tool
Podio holds quotes awaiting approval and records your decision before sending.
Microsoft ExchangeUsed as:
- Customer email tool
Microsoft Exchange holds the customer thread with written requests and accepted revisions.
KintoneUsed as:
- Document approval tool
Kintone holds quotes awaiting approval and records your decision before sending.
Made for your industry
Check Quote Concessions is made for businesses in these industries.
- Advertising and Marketing
Verify campaign quote concessions against the client's written terms.
Show all Agents for the Advertising and Marketing industry - Software
Check software quote discounts against the customer's accepted terms.
Show all Agents for the Software industry - IT Services
Match service quote concessions to the client's email agreement.
Show all Agents for the IT Services industry - Consulting
Check consulting fee concessions against the client's written terms.
Show all Agents for the Consulting industry - Staffing and Recruiting
Check placement fee concessions against the client's accepted terms.
Show all Agents for the Staffing and Recruiting industry - Construction
Match bid concessions to the client's latest accepted terms.
Show all Agents for the Construction industry - Wholesale Distribution
Check quoted trade discounts against the buyer's written agreement.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Verify product quote discounts against the buyer's latest email.
Show all Agents for the Manufacturing industry - Architecture and Engineering
Check design fee concessions against the client's email agreement.
Show all Agents for the Architecture and Engineering industry - Printing
Match print quote concessions to the customer's latest email.
Show all Agents for the Printing industry
Made for your role
Check Quote Concessions is made for people in these roles.
- Account Executive
Flag quote concessions that differ from the buyer's email.
Show all Agents for the Account Executive role - Sales Operations Specialist
Return quotes with unsupported concessions for revision.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Approve quotes only when concessions match the buyer's email.
Show all Agents for the Sales Manager role - Deal Desk Analyst
Check deal concessions against the latest customer-approved terms.
Show all Agents for the Deal Desk Analyst role - Pricing Manager
Verify price concessions against the customer's written agreement.
Show all Agents for the Pricing Manager role - Estimator
Check bid concessions against the client's latest accepted terms.
Show all Agents for the Estimator role
Made for your department
Check Quote Concessions is made for people in these departments.
- Sales
Check quote concessions against the buyer's latest accepted terms.
Show all Agents for the Sales department - Sales Operations
Return quotes with concessions the customer's email does not support.
Show all Agents for the Sales Operations department - Pricing
Verify quoted discounts against the customer's written agreement.
Show all Agents for the Pricing department
How Check Quote Concessions works
4 steps, in order, on every run.
-
Read the pending quoteRead the pending quote and identify the concessions it offers the buyer.
-
Find the customer agreementFind the linked email thread through the customer or deal reference. Read the latest terms the customer accepted.
-
Compare the concessionsCompare concessions that require written agreement with the customer's latest accepted terms. Flag missing, extra, or outdated terms.
-
Decide the quote approvalApprove a matching quote. Reject a mismatch with a comment naming the concession and email discrepancy.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.
10 tools
- Set how a quote's customer and deal reference locates the relevant customer email thread.
- Specify which concession types require an explicit written customer agreement and authorize the Agent as a document approver.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Check Quote Concessions:
Enable internal approvals for your quote template and give the Agent approver permission. Choose the email thread link and which concessions need written agreement.
The Agent leaves the quote unapproved and asks your account lead to link the right email.
The Agent rejects the quote and asks for written confirmation when the emails conflict or show no clear acceptance.
The Agent rejects it with a comment naming the discrepancy. Your team can revise the quote and resubmit it for approval.
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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