- AI-Agent
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Draft Discount Replies
Check quoted prices against your policy and save email drafts
Use this Agent instantly or customize it - no programming needed
- Customer discount requestCustomer discount request
Your customer's latest email asks for a lower price on a quote.
- Quote and conversationQuote and conversation
Your email conversation gives the quoted price and context behind the request.
- Approved discount policyApproved discount policy
Your current policy sets discount limits, exclusions, and when you must seek approval.
- Reply preferencesReply preferences
Your sign-off and preferred wording shape the reply you review.
Your sales inbox holds customer requests, earlier quotes, and unsent reply drafts.
monday.com holds the approved discount rules the Agent uses to check offers and approval limits.
- Customer reply draftCustomer reply draft
Your unsent reply offers an authorized price, explains a decline, or names what needs your review.
- Customer reply draftCustomer reply draft
Your unsent reply offers an authorized price, explains a decline, or names what needs your review.
- Customer reply draftCustomer reply draft
Your unsent reply offers an authorized price, explains a decline, or names what needs your review.
This Agent waits for a customer to ask for a discount by email. It checks the quote and your discount policy. It saves an unsent reply for your review.
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monday.comUsed as:
- Sales inbox
monday.com holds customer requests, earlier quotes, and unsent reply drafts.
- Policy workspace
monday.com holds the approved discount rules the Agent uses to check offers and approval limits.
ZoomUsed as:
- Sales inbox
Zoom holds customer requests, earlier quotes, and unsent reply drafts.
Made for your industry
Draft Discount Replies is made for businesses in these industries.
- Software
Draft answers to subscription discount requests within approved limits.
Show all Agents for the Software industry - IT Services
Draft replies to clients seeking discounts on service quotes.
Show all Agents for the IT Services industry - Wholesale Distribution
Draft replies to buyers asking for lower quoted prices.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Prepare replies to customers seeking discounts on product quotes.
Show all Agents for the Manufacturing industry - Printing
Draft replies to clients seeking discounts on print job quotes.
Show all Agents for the Printing industry - Car Dealerships
Prepare replies to shoppers asking to lower a quoted vehicle price.
Show all Agents for the Car Dealerships industry
Made for your role
Draft Discount Replies is made for people in these roles.
- Account Executive
Prepare quote discount replies for review before answering buyers.
Show all Agents for the Account Executive role - Sales Representative
Draft customer replies without promising an unauthorized price.
Show all Agents for the Sales Representative role - Sales Manager
Prepare discount replies for your salespeople to review before sending.
Show all Agents for the Sales Manager role - Account Manager
Draft policy-based replies to clients seeking lower quoted prices.
Show all Agents for the Account Manager role - Deal Desk Analyst
Mark discount requests needing approval in a draft for sales review.
Show all Agents for the Deal Desk Analyst role
Made for your department
Draft Discount Replies is made for people in these departments.
- Sales
Draft customer replies that stay within approved discount limits.
Show all Agents for the Sales department - Sales Operations
Check discount requests against policy before drafting a reply.
Show all Agents for the Sales Operations department - Account Management
Prepare replies to clients asking for a lower quoted price.
Show all Agents for the Account Management department
How Draft Discount Replies works
4 steps, in order, on every run.
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Check the Customer's EmailRead the discount request and earlier messages for the quoted price. Stop if a reply draft already exists.
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Check the Discount RulesRead your current discount policy for this quote. Find the applicable limit or approval requirement.
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Decide What to SayCompare the request with the quote and policy. Calculate an allowed offer or explain why the quoted price stands.
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Save a Reply DraftSave an unsent reply in the same conversation. Ask for missing details or leave approval decisions for the salesperson.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- Choose the sales inbox whose customer discount requests should start this chore.
- Connect the approved discount policy page and keep its eligibility rules, discount limits, exclusions, and approval thresholds current.
- Set the salesperson's sign-off and the default wording for offers, declines, and requests for missing quote details.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Draft Discount Replies:
No. You review the unsent reply draft and send the final response yourself.
You get a draft asking for the missing quote details. It won't name a discounted price.
You get a neutral acknowledgment that leaves the price decision to you. You can seek approval before sending a final reply.
You connect your current discount policy and choose the sales inbox. You also set your sign-off and wording for offers and declines.
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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