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Compare Deal Terms
Compare revised quotes with deal terms and flag differences for reviewers
Use this Agent instantly or customize it - no programming needed
- Revised quoteRevised quote
Your revised quote supplies its current terms, approval status, reviewer, and earlier activity.
- Approved dealApproved deal
Your approved deal supplies the amount, discount limit, and customer scope for comparison.
- Review rulesReview rules
Your rules set the discount threshold, reviewer access, and private channel for alerts.
Your document approval tool supplies the current quote and keeps the review note beside it.
Your sales deal tool holds the approved deal terms used to check each revised quote.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Private variance alertPrivate variance alert
Your authorized reviewer gets each difference and links to the quote and approved deal.
Your team chat receives a private alert linking the quote and deal for the authorized reviewer.
This Agent starts when a revised quote enters approval. It checks the approved deal and quote history. It records differences on the quote and alerts the reviewer in team chat.
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Google DriveUsed as:
- Document approval tool
Google Drive supplies the current quote and keeps the review note beside it.
HubSpotUsed as:
- Sales deal tool
HubSpot holds the approved deal terms used to check each revised quote.
AirtableUsed as:
- Sales deal tool
Airtable holds the approved deal terms used to check each revised quote.
SalesforceUsed as:
- Sales deal tool
Salesforce holds the approved deal terms used to check each revised quote.
monday.comUsed as:
- Sales deal tool
monday.com holds the approved deal terms used to check each revised quote.
- Document approval tool
monday.com supplies the current quote and keeps the review note beside it.
ClickUpUsed as:
- Team chat
ClickUp receives a private alert linking the quote and deal for the authorized reviewer.
PipedriveUsed as:
- Sales deal tool
Pipedrive holds the approved deal terms used to check each revised quote.
ZoomUsed as:
- Team chat
Zoom receives a private alert linking the quote and deal for the authorized reviewer.
BrevoUsed as:
- Sales deal tool
Brevo holds the approved deal terms used to check each revised quote.
TelegramUsed as:
- Team chat
Telegram receives a private alert linking the quote and deal for the authorized reviewer.
Google ContactsUsed as:
- Document approval tool
Google Contacts supplies the current quote and keeps the review note beside it.
WhatsApp NotificationsUsed as:
- Team chat
WhatsApp Notifications receives a private alert linking the quote and deal for the authorized reviewer.
Zoho CRMUsed as:
- Sales deal tool
Zoho CRM holds the approved deal terms used to check each revised quote.
RingCentralUsed as:
- Team chat
RingCentral receives a private alert linking the quote and deal for the authorized reviewer.
AttioUsed as:
- Sales deal tool
Attio holds the approved deal terms used to check each revised quote.
ChatworkUsed as:
- Team chat
Chatwork receives a private alert linking the quote and deal for the authorized reviewer.
KommoUsed as:
- Team chat
Kommo receives a private alert linking the quote and deal for the authorized reviewer.
Microsoft Dynamics 365 CRMUsed as:
- Sales deal tool
Microsoft Dynamics 365 CRM holds the approved deal terms used to check each revised quote.
ConnecteamUsed as:
- Team chat
Connecteam receives a private alert linking the quote and deal for the authorized reviewer.
Bigin by Zoho CRMUsed as:
- Sales deal tool
Bigin by Zoho CRM holds the approved deal terms used to check each revised quote.
Bitrix24 CRMUsed as:
- Sales deal tool
Bitrix24 CRM holds the approved deal terms used to check each revised quote.
StreakUsed as:
- Sales deal tool
Streak holds the approved deal terms used to check each revised quote.
HoldedUsed as:
- Sales deal tool
Holded holds the approved deal terms used to check each revised quote.
Capsule CRMUsed as:
- Sales deal tool
Capsule CRM holds the approved deal terms used to check each revised quote.
Freshsales SuiteUsed as:
- Sales deal tool
Freshsales Suite holds the approved deal terms used to check each revised quote.
Teamleader FocusUsed as:
- Sales deal tool
Teamleader Focus holds the approved deal terms used to check each revised quote.
KintoneUsed as:
- Sales deal tool
Kintone holds the approved deal terms used to check each revised quote.
Made for your industry
Compare Deal Terms is made for businesses in these industries.
- Software
Flag quote discounts that differ from approved software deals.
Show all Agents for the Software industry - IT Services
Show where revised service quotes change approved project scope.
Show all Agents for the IT Services industry - Consulting
Flag fee or scope changes between approved deals and revised quotes.
Show all Agents for the Consulting industry - Construction
Flag changes to approved project scope in revised quotes.
Show all Agents for the Construction industry - Wholesale Distribution
Flag price changes against approved wholesale deals.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Show where product quotes differ from approved deal prices.
Show all Agents for the Manufacturing industry - Telecommunications
Show where revised service quotes differ from approved terms.
Show all Agents for the Telecommunications industry
Made for your role
Compare Deal Terms is made for people in these roles.
- Account Executive
Show where your revised quote departs from approved terms.
Show all Agents for the Account Executive role - Sales Operations Specialist
Record deal-to-quote differences for the approval handoff.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Show deal-to-quote differences before sales approval.
Show all Agents for the Sales Manager role - Sales Operations Manager
Surface changed quote terms to the assigned reviewer.
Show all Agents for the Sales Operations Manager role - Revenue Operations Manager
Flag quote exceptions against approved deal terms.
Show all Agents for the Revenue Operations Manager role - Deal Desk Analyst
Show exact term differences before commercial approval.
Show all Agents for the Deal Desk Analyst role - Pricing Manager
Highlight discounts that differ from the approved deal.
Show all Agents for the Pricing Manager role
Made for your department
Compare Deal Terms is made for people in these departments.
- Sales
Flag revised quote terms that differ from the approved deal.
Show all Agents for the Sales department - Sales Operations
Record exact deal-to-quote changes for the assigned approver.
Show all Agents for the Sales Operations department - Revenue Operations
Surface quote exceptions against approved deal terms to reviewers.
Show all Agents for the Revenue Operations department - Proposal Management
Mark changed quote terms for the next approval review.
Show all Agents for the Proposal Management department - Pricing
Show discount changes against the approved deal before review.
Show all Agents for the Pricing department
How Compare Deal Terms works
4 steps, in order, on every run.
-
Check the Revised QuoteRead the quote's current terms and approval history. Confirm the reviewer and approval status before comparing.
-
Compare the Deal TermsCompare the quote with your approved deal. Identify exact changes to the amount, discount, or scope.
-
Record Differences on the QuoteWrite the exact differences on the quote. Keep the quote awaiting a decision from its authorized reviewer.
-
Alert the Reviewer in Team ChatPost a restricted alert with the differences and a link to the quote. Name the reviewer who must decide.
How to Get Started
Connect the tools you already use, such as Google Drive, HubSpot or Airtable.
27 tools
- Approved deal source and matching key
- Discount threshold and private reviewer channel
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Compare Deal Terms:
You choose the approved deal source and matching key. Set the discount threshold and private reviewer channel.
No. Your authorized reviewer decides. The Agent leaves the quote awaiting review with the differences visible.
The Agent stops routing if facts conflict or evidence is missing. It also stops if the reviewer lacks authority or the quote changes status. Your team sees the exact gap on the 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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