- AI-Agent
- Ready to Run
Check Quote Prices
Compare pending quote prices with current rate sheet rates
Use this Agent instantly or customize it - no programming needed
- quote approval requestquote approval request
Your quote approval request starts the check when the Agent is an assigned approver.
- quote line itemsquote line items
Your quote lines include each product's currency, quantity, and unit price.
- approved ratesapproved rates
Your rates include effective dates, so the Agent can use today's approved price.
- price toleranceprice tolerance
Your tolerance sets the allowed difference between quoted and approved prices.
Your quote approval tool supplies quote prices and receives approvals or change requests.
Your spreadsheet supplies approved rates by product and currency, with effective dates.
- rate clarification requestrate clarification request
Your quote carries a clarification request if its product, currency, or current rate is missing.
- price change requestprice change request
Your quote creator sees which products need corrected prices and the approved rates to use.
- quote approvalquote approval
Your quote carries an approval when every quoted price passes the check.
This Agent waits for a quote to enter price approval. It checks its prices against your current rate sheet. It approves passing quotes or requests exact price changes from the creator.
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Google SheetsUsed as:
- Spreadsheet
Google Sheets supplies approved rates by product and currency, with effective dates.
AirtableUsed as:
- Quote approval tool
Airtable supplies quote prices and receives approvals or change requests.
monday.comUsed as:
- Quote approval tool
monday.com supplies quote prices and receives approvals or change requests.
- Spreadsheet
monday.com supplies approved rates by product and currency, with effective dates.
Microsoft ExcelUsed as:
- Spreadsheet
Microsoft Excel supplies approved rates by product and currency, with effective dates.
Microsoft Office 365Used as:
- Spreadsheet
Microsoft Office 365 supplies approved rates by product and currency, with effective dates.
SmartsheetUsed as:
- Spreadsheet
Smartsheet supplies approved rates by product and currency, with effective dates.
PodioUsed as:
- Quote approval tool
Podio supplies quote prices and receives approvals or change requests.
Zoho SheetUsed as:
- Spreadsheet
Zoho Sheet supplies approved rates by product and currency, with effective dates.
KintoneUsed as:
- Quote approval tool
Kintone supplies quote prices and receives approvals or change requests.
- Spreadsheet
Kintone supplies approved rates by product and currency, with effective dates.
Made for your industry
Check Quote Prices is made for businesses in these industries.
- Software
Check subscription quotes against approved rates before sign-off.
Show all Agents for the Software industry - IT Services
Check quoted service rates against the approved price sheet.
Show all Agents for the IT Services industry - Wholesale Distribution
Compare quoted product prices with current wholesale rates.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Catch off-sheet unit prices on customer quotes before approval.
Show all Agents for the Manufacturing industry - Telecommunications
Flag service prices that differ from approved quote rates.
Show all Agents for the Telecommunications industry
Made for your role
Check Quote Prices is made for people in these roles.
- Account Executive
Show the exact quote prices to correct before resubmission.
Show all Agents for the Account Executive role - Sales Operations Specialist
Flag off-sheet quote prices with the approved rates to use.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Approve quotes within allowed rates or request corrections.
Show all Agents for the Sales Manager role - Sales Operations Manager
Keep quote approvals aligned with the current price sheet.
Show all Agents for the Sales Operations Manager role - Revenue Operations Manager
Decide quote approvals using the current approved rates.
Show all Agents for the Revenue Operations Manager role - Deal Desk Analyst
Compare quote lines with approved rates before deciding.
Show all Agents for the Deal Desk Analyst role - Pricing Manager
Flag customer quote prices outside approved rate limits.
Show all Agents for the Pricing Manager role
Made for your department
Check Quote Prices is made for people in these departments.
- Sales
Show quote creators the approved prices they need to use.
Show all Agents for the Sales department - Sales Operations
Check pending quote prices against current approved rates.
Show all Agents for the Sales Operations department - Pricing
Request changes when quote prices fall outside approved rates.
Show all Agents for the Pricing department
How Check Quote Prices works
5 steps, in order, on every run.
-
Read the Pending QuoteRead product codes, currencies, and unit prices from a quote awaiting approval. Include any notes that explain the quoted prices.
-
Find Current RatesMatch quoted products and currencies to rates effective today in your chosen price sheet. Flag any product without a current rate.
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Compare Quote PricesCompare each quoted unit price with its current rate using your chosen tolerance. Flag prices outside that limit for correction.
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Handle Missing RatesRequest clarification when the sheet lacks a current rate for a quoted product. Leave the quote unapproved.
-
Decide the QuoteApprove the quote if every line passes. Otherwise, request changes naming the products and approved rates to use.
How to Get Started
Connect the tools you already use, such as Google Sheets, Airtable or monday.com.
9 tools
- Choose the approved price sheet and its product key, currency, rate, and effective-date columns.
- Set any permitted price tolerance and authorize the Agent to decide quote approvals within that rule.
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 Prices:
Yes. You choose the price sheet and how its products match quote lines. You also set the rate dates and any price tolerance.
The Agent asks for clarification on the quote and leaves it unapproved. Your team can then resolve the missing product, currency, or rate.
The Agent starts the comparison again using the latest quote version. Your quote decision then reflects the updated prices.
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 Check Quote Prices
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