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Compare Quote Totals
Compare revised quote totals with approved amounts on linked deals
Use this Agent instantly or customize it - no programming needed
- saved quote updatesaved quote update
Your saved quote update identifies the document and carries a delivery ID for duplicate checks.
- quote detailsquote details
Your quote details provide the current price and its linked deal.
- approved deal amountapproved deal amount
Your approved deal amount is the frozen approval baseline, including its currency.
- variance thresholdvariance threshold
You choose how much difference needs attention.
Your quote builder sends saved quote updates and supplies the current price and linked deal ID.
Your deal management tool holds the approved amount and shows reviewers the comparison in a deal note.
- deal notedeal note
Your deal note shows the quote difference and link, or explains why the amounts need review.
- deal notedeal note
Your deal note shows the quote difference and link, or explains why the amounts need review.
- deal notedeal note
Your deal note shows the quote difference and link, or explains why the amounts need review.
This Agent starts when a quote price change is saved. It compares the total and currency with your approved deal amount. It records the difference in the linked deal's notes.
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Google DriveUsed as:
- Deal management tool
Google Drive holds the approved amount and shows reviewers the comparison in a deal note.
LeadConnectorUsed as:
- Quote builder
LeadConnector sends saved quote updates and supplies the current price and linked deal ID.
- Deal management tool
LeadConnector holds the approved amount and shows reviewers the comparison in a deal note.
monday.comUsed as:
- Quote builder
monday.com sends saved quote updates and supplies the current price and linked deal ID.
- Deal management tool
monday.com holds the approved amount and shows reviewers the comparison in a deal note.
PipedriveUsed as:
- Deal management tool
Pipedrive holds the approved amount and shows reviewers the comparison in a deal note.
BrevoUsed as:
- Deal management tool
Brevo holds the approved amount and shows reviewers the comparison in a deal note.
Google ContactsUsed as:
- Deal management tool
Google Contacts holds the approved amount and shows reviewers the comparison in a deal note.
Zoho CRMUsed as:
- Deal management tool
Zoho CRM holds the approved amount and shows reviewers the comparison in a deal note.
CloseUsed as:
- Deal management tool
Close holds the approved amount and shows reviewers the comparison in a deal note.
KeapUsed as:
- Deal management tool
Keap holds the approved amount and shows reviewers the comparison in a deal note.
KommoUsed as:
- Deal management tool
Kommo holds the approved amount and shows reviewers the comparison in a deal note.
Microsoft Dynamics 365 CRMUsed as:
- Quote builder
Microsoft Dynamics 365 CRM sends saved quote updates and supplies the current price and linked deal ID.
- Deal management tool
Microsoft Dynamics 365 CRM holds the approved amount and shows reviewers the comparison in a deal note.
Bigin by Zoho CRMUsed as:
- Deal management tool
Bigin by Zoho CRM holds the approved amount and shows reviewers the comparison in a deal note.
Bitrix24 CRMUsed as:
- Deal management tool
Bitrix24 CRM holds the approved amount and shows reviewers the comparison in a deal note.
StreakUsed as:
- Deal management tool
Streak holds the approved amount and shows reviewers the comparison in a deal note.
HoldedUsed as:
- Deal management tool
Holded holds the approved amount and shows reviewers the comparison in a deal note.
Capsule CRMUsed as:
- Deal management tool
Capsule CRM holds the approved amount and shows reviewers the comparison in a deal note.
Freshsales SuiteUsed as:
- Deal management tool
Freshsales Suite holds the approved amount and shows reviewers the comparison in a deal note.
Teamleader FocusUsed as:
- Quote builder
Teamleader Focus sends saved quote updates and supplies the current price and linked deal ID.
- Deal management tool
Teamleader Focus holds the approved amount and shows reviewers the comparison in a deal note.
Made for your industry
Compare Quote Totals is made for businesses in these industries.
- Advertising and Marketing
Record revised campaign quote differences on the approved deal.
Show all Agents for the Advertising and Marketing industry - Software
Note differences between revised software quotes and approved deal amounts.
Show all Agents for the Software industry - IT Services
Compare revised service quotes with approved deal amounts.
Show all Agents for the IT Services industry - Consulting
Note how a revised engagement quote compares with the approved deal amount.
Show all Agents for the Consulting industry - Construction
Record the gap between a revised construction quote and the approved amount.
Show all Agents for the Construction industry - Wholesale Distribution
Compare revised bulk order quotes with approved deal amounts.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Show how revised product quotes compare with approved deal amounts.
Show all Agents for the Manufacturing industry - Architecture and Engineering
Show how a revised design quote differs from the approved deal amount.
Show all Agents for the Architecture and Engineering industry - Printing
Record revised print quote variances in the deal notes.
Show all Agents for the Printing industry
Made for your role
Compare Quote Totals is made for people in these roles.
- Account Executive
See how a revised customer quote compares with the approved deal.
Show all Agents for the Account Executive role - Sales Operations Specialist
Add each revised quote's variance to the linked deal.
Show all Agents for the Sales Operations Specialist role - Sales Manager
See the quote variance before approving revised pricing.
Show all Agents for the Sales Manager role - Account Manager
See revised quote differences in the deal notes for each account.
Show all Agents for the Account Manager role - Sales Operations Manager
Keep quote price changes visible in the deal notes.
Show all Agents for the Sales Operations Manager role - Revenue Operations Manager
See pricing changes against approved amounts in deal notes.
Show all Agents for the Revenue Operations Manager role - Deal Desk Analyst
Document quote variances for commercial approval reviews.
Show all Agents for the Deal Desk Analyst role - Pricing Manager
Record quote variances against approved deal amounts.
Show all Agents for the Pricing Manager role
Made for your department
Compare Quote Totals is made for people in these departments.
- Sales
Show how a revised customer quote compares with the approved deal.
Show all Agents for the Sales department - Sales Operations
Record each revised quote's variance against the approved deal amount.
Show all Agents for the Sales Operations department - Revenue Operations
Keep quote price changes visible against approved amounts in deal notes.
Show all Agents for the Revenue Operations department - Proposal Management
Show quote variances in deal notes for proposal approval reviews.
Show all Agents for the Proposal Management department - Pricing
Show how far a revised quote differs from the approved deal amount.
Show all Agents for the Pricing department - Estimating
Check revised quote totals against the amount approved for each deal.
Show all Agents for the Estimating department
How Compare Quote Totals works
4 steps, in order, on every run.
-
Read the revised quoteRead the saved quote's total, currency, and linked deal. Hold the change for manual matching if the deal ID is missing.
-
Check the deal amountRead the amount and currency you chose as the approval snapshot. Note missing approval details on the deal when a match is possible.
-
Calculate the differenceCompare amounts in the same currency and calculate the signed difference. Flag currency mismatches for review without a variance.
-
Record the resultAdd a dated deal note with the quote link and signed difference. Show both amounts and whether the change crosses your chosen threshold.
How to Get Started
Connect the tools you already use, such as Google Drive, LeadConnector or monday.com.
18 tools
- Store a deal ID in each quote's document metadata so the quote can be matched to its deal.
- Choose the deal properties that hold the frozen approved amount and currency, and the variance threshold that needs attention.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Compare Quote Totals:
You store the deal ID in the quote's document details. If it is missing, your reviewer handles the quote manually.
You choose deal fields that hold the amount and currency frozen at approval. The live deal amount is not the approval baseline.
The deal note tells your reviewer the amounts need an approved conversion. Your reviewer can resolve the mismatch before comparing them.
Yes. You choose the variance threshold during setup, and the deal note shows whether the difference crosses it.
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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