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Check Quotes Before Sending

Check quote sign-off and flag gaps before the send handoff

Use this Agent instantly or customize it - no programming needed

Check a quote before a person sends it
Reads
  • Quote at the send step
    Quote at the send step

    Your quote reaches its send step and starts the review.

  • Approval rules
    Approval rules

    Your team chooses who must approve a quote before anyone may send it.

  • Send permissions
    Send permissions

    Your team chooses who may send a quote after human approval.

  • Quote details
    Quote details

    Your quote shows its current status, value, and recipient.

  • Review history
    Review history

    Your quote shows reviewer decisions and earlier activity.

Document approval tool
Document approval tool

Your document approval tool shows reviewer decisions and keeps the send handoff note on the quote.
Document approval tool
Did the quote leave the send step or do its details conflict?YesNo
Hold the send handoff and note the discrepancy on the quote
Writes
  • Send handoff hold
    Send handoff hold

    Your quote waits at the send step while a person resolves the gap.

  • Review gap note
    Review gap note

    Your quote names the missing approval or other issue a person must resolve.

Is review evidence missing or is a reviewer unauthorized?YesNo
Hold the send handoff and note the review gap on the quote
Writes
  • Send handoff hold
    Send handoff hold

    Your quote waits at the send step while a person resolves the gap.

  • Review gap note
    Review gap note

    Your quote names the missing approval or other issue a person must resolve.

Is a required approval missing or a rejection unresolved?YesNo
Hold the send handoff and note the approval gap on the quote
Writes
  • Send handoff hold
    Send handoff hold

    Your quote waits at the send step while a person resolves the gap.

  • Review gap note
    Review gap note

    Your quote names the missing approval or other issue a person must resolve.

Note that a person may send the approved quote
Writes
  • Send clearance note
    Send clearance note

    Your quote shows the sender that a person may send it after approval.

This Agent checks quote decisions against your rules at the send step. It holds the handoff and records any approval gap. Your sender sees what needs review.

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Google Drive
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Notion
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Airtable
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monday.com
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Made for your industry

Check Quotes Before Sending is made for businesses in these industries.

Made for your role

Check Quotes Before Sending is made for people in these roles.

How Check Quotes Before Sending works

3 steps, in order, on every run.

  1. Read the quote's review historyRead the current approval status and reviewer decisions. Check the quote value, recipient, and earlier activity.
  2. Check sign-off against your rulesCompare reviewer decisions and supporting evidence with your approval rules. Stop if a reviewer lacks authority or facts conflict.
  3. Show the sender what needs reviewShow the sender the current approval status on the document. Hold the handoff and note gaps for an authorized reviewer.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Notion or Airtable.

11 tools
Set your rules
  • Required quote approvers and send rule
  • Who may send after human approval
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Check Quotes Before Sending:

Which approval rules can I set?

You choose the required quote approvers and the rule for sending. You also decide who may send after human approval.

Does the Agent approve or send the quote?

No. Your authorized reviewer makes the approval decision, and a person sends the quote. The Agent records what the sender needs to see.

What happens when the approval record is unclear?

Your reviewer sees the exact gap on the original document. The send handoff stops when evidence is missing or facts conflict.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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