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Annotate Quote Differences
Compare quote PDFs with approved deals and comment on the differences
Use this Agent instantly or customize it - no programming needed
- Quote PDFQuote PDF
Your quote PDF arrives in the review folder for comparison.
- Deal IDDeal ID
The deal ID in your PDF filename identifies the approved deal.
- Approved deal termsApproved deal terms
Your approved deal holds the terms and line items the quote must match.
Your file storage tool alerts the Agent to new PDFs and holds reviewer comments.
Your deal management tool holds the approved deal terms and line items.
- Quote file commentQuote file comment
Your reviewer sees differences with both values, unverified terms, or a pending reason beside the PDF.
- Quote file commentQuote file comment
Your reviewer sees differences with both values, unverified terms, or a pending reason beside the PDF.
- Quote file commentQuote file comment
Your reviewer sees differences with both values, unverified terms, or a pending reason beside the PDF.
This Agent starts when a quote PDF enters your review folder. It compares the quote with the matching approved deal. It comments on the file with differences or a match.
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Google DriveUsed as:
- File storage tool
Google Drive alerts the Agent to new PDFs and holds reviewer comments.
HubSpotUsed as:
- Deal management tool
HubSpot holds the approved deal terms and line items.
AirtableUsed as:
- Deal management tool
Airtable holds the approved deal terms and line items.
SalesforceUsed as:
- Deal management tool
Salesforce holds the approved deal terms and line items.
monday.comUsed as:
- Deal management tool
monday.com holds the approved deal terms and line items.
PipedriveUsed as:
- Deal management tool
Pipedrive holds the approved deal terms and line items.
Google ContactsUsed as:
- File storage tool
Google Contacts alerts the Agent to new PDFs and holds reviewer comments.
Zoho CRMUsed as:
- Deal management tool
Zoho CRM holds the approved deal terms and line items.
Microsoft SharePointUsed as:
- File storage tool
Microsoft SharePoint alerts the Agent to new PDFs and holds reviewer comments.
AttioUsed as:
- Deal management tool
Attio holds the approved deal terms and line items.
PodioUsed as:
- Deal management tool
Podio holds the approved deal terms and line items.
Microsoft Dynamics 365 CRMUsed as:
- Deal management tool
Microsoft Dynamics 365 CRM holds the approved deal terms and line items.
Bitrix24 CRMUsed as:
- Deal management tool
Bitrix24 CRM holds the approved deal terms and line items.
StreakUsed as:
- Deal management tool
Streak holds the approved deal terms and line items.
HoldedUsed as:
- Deal management tool
Holded holds the approved deal terms and line items.
Freshsales SuiteUsed as:
- Deal management tool
Freshsales Suite holds the approved deal terms and line items.
Teamleader FocusUsed as:
- Deal management tool
Teamleader Focus holds the approved deal terms and line items.
KintoneUsed as:
- Deal management tool
Kintone holds the approved deal terms and line items.
Made for your industry
Annotate Quote Differences is made for businesses in these industries.
- Software
Flag quote terms that differ from approved software deals.
Show all Agents for the Software industry - Wholesale Distribution
Mark differences between wholesale quotes and approved deal terms.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Show where product quotes differ from approved prices and quantities.
Show all Agents for the Manufacturing industry
Made for your role
Annotate Quote Differences is made for people in these roles.
- Sales Operations Specialist
Comment on quote PDFs with approved and quoted values.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Show quote differences beside the file before approval.
Show all Agents for the Sales Manager role - Deal Desk Analyst
List price and term changes against the approved deal.
Show all Agents for the Deal Desk Analyst role
Made for your department
Annotate Quote Differences is made for people in these departments.
- Sales
Show changed quote terms beside the file before approval.
Show all Agents for the Sales department - Sales Operations
Comment on quote PDFs with differences from approved deal terms.
Show all Agents for the Sales Operations department
How Annotate Quote Differences works
4 steps, in order, on every run.
-
Read the quote PDFDownload the new PDF from your chosen review folder. Read its terms and the deal ID in its filename.
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Find the approved dealLook up the deal named in the filename and confirm its stage. Read its approved terms and line items.
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Compare the quote termsCompare the quote with the deal, including added or missing items. Mark any term that cannot be read reliably as unverified.
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Comment on the quote filePost a file comment with differences and both values. Confirm a match, or explain what prevents a reliable comparison.
How to Get Started
Connect the tools you already use, such as Google Drive, HubSpot or Airtable.
18 tools
- Select the quote review folder and require the deal ID in each quote PDF filename.
- Select the approved deal stage and the fields that hold approved price, quantity, currency, and commercial terms.
- Give the reviewer access to comments on files in the review folder.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Annotate Quote Differences:
You include the deal ID in each quote PDF's filename. The Agent finds that deal and checks the approved stage you choose.
You choose which approved deal fields matter. The Agent compares those terms and line items with the quote.
Your reviewer sees a comment naming the missing deal ID or approved deal. Unclear quote terms appear as unverified, never as a match.
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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