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Compare Revised Quotes
Compare revised quote lines with the last approved quote on the deal
Use this Agent instantly or customize it - no programming needed
- Quote entering reviewQuote entering review
Your quote's move into review identifies the revised quote and its deal.
- Revised quoteRevised quote
Your revised quote shows the current product lines, currency, and total.
- Last approved quoteLast approved quote
Your last approved quote supplies earlier product lines and totals when one exists.
- Comparison rulesComparison rules
Your chosen rules define which product line fields and totals matter.
monday.com tracks review status and holds quote lines, approved versions, and review notes.
- Quote review noteQuote review note
Your quote description shows the approved quote number and comparison. Exceptions tell you what needs review.
- Quote review noteQuote review note
Your quote description shows the approved quote number and comparison. Exceptions tell you what needs review.
- Quote review noteQuote review note
Your quote description shows the approved quote number and comparison. Exceptions tell you what needs review.
This Agent waits for a revised quote to enter review. It compares the quote with the last approved version on the deal. It adds the changes to the quote for your review.
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monday.comUsed as:
- Quoting workspace
monday.com tracks review status and holds quote lines, approved versions, and review notes.
Made for your industry
Compare Revised Quotes is made for businesses in these industries.
- Software
Show changes in quoted quantities and prices against approved terms.
Show all Agents for the Software industry - Wholesale Distribution
Show changes in item quantities and discounts on revised quotes.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Show changes in quoted products and prices against the approved quote.
Show all Agents for the Manufacturing industry
Made for your role
Compare Revised Quotes is made for people in these roles.
- Sales Manager
List changed quote lines and totals before you approve a revision.
Show all Agents for the Sales Manager role
Made for your department
Compare Revised Quotes is made for people in these departments.
- Sales
Show changed quote lines and totals against the last approved quote.
Show all Agents for the Sales department
How Compare Revised Quotes works
4 steps, in order, on every run.
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Read the quote under reviewRead the quote and its product lines when its status changes to review.
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Find the earlier approved quoteFind the latest earlier approved quote for the deal. Add a note when no approved quote exists.
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Compare the quote linesMatch products by code and show changes in your chosen fields and totals. Flag duplicate codes or currencies that cannot be compared.
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Add the review summaryAdd the approved quote number and differences to the revised quote description. Show when nothing changed.
How to Get Started
Connect monday.com, the tool this Agent works with.
1 tool
- Choose the quote status that means ready for review and the status that means approved; use Needs Review and Approved if those are the team's values.
- Choose which line-item fields and total fields must match and allow the Agent to append review text to quote descriptions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Compare Revised Quotes:
You choose the review and approved statuses. You also choose which line and total fields matter.
The Agent adds a note that no approved quote was found. You can review the quote without a comparison.
The Agent describes duplicate product codes or currencies it cannot compare on the quote. You decide how to handle the ambiguity.
You see the approved quote number and changes in the revised quote's description. The Agent appends them without replacing existing text.
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 Compare Revised Quotes
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See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsYour quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsYour sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
5 toolsYour designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.
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