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Compare Deal Terms
Compare revised quotes with deal terms and flag differences for reviewers
Use this Agent instantly or customize it - no programming needed
- Revised quoteRevised quote
Your revised quote supplies its current terms, approval status, reviewer, and earlier activity.
- Approved dealApproved deal
Your approved deal supplies the amount, discount limit, and customer scope for comparison.
- Review rulesReview rules
Your rules set the discount threshold, reviewer access, and private channel for alerts.
Your document approval tool supplies the current quote and keeps the review note beside it.
Your sales deal tool holds the approved deal terms used to check each revised quote.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Quote review noteQuote review note
Your quote shows each term difference, confirms a match, or names the gap that stopped review.
- Private variance alertPrivate variance alert
Your authorized reviewer gets each difference and links to the quote and approved deal.
Your team chat receives a private alert linking the quote and deal for the authorized reviewer.
This Agent starts when a revised quote enters approval. It checks the approved deal and quote history. It records differences on the quote and alerts the reviewer in team chat.
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SlackUsed as:
- Team chat
Slack receives a private alert linking the quote and deal for the authorized reviewer.
HubSpotUsed as:
- Sales deal tool
HubSpot holds the approved deal terms used to check each revised quote.
AirtableUsed as:
- Sales deal tool
Airtable holds the approved deal terms used to check each revised quote.
- Document approval tool
Airtable supplies the current quote and keeps the review note beside it.
ClickUpUsed as:
- Team chat
ClickUp receives a private alert linking the quote and deal for the authorized reviewer.
ZoomUsed as:
- Team chat
Zoom receives a private alert linking the quote and deal for the authorized reviewer.
TelegramUsed as:
- Team chat
Telegram receives a private alert linking the quote and deal for the authorized reviewer.
DiscordUsed as:
- Team chat
Discord receives a private alert linking the quote and deal for the authorized reviewer.
WhatsApp NotificationsUsed as:
- Team chat
WhatsApp Notifications receives a private alert linking the quote and deal for the authorized reviewer.
FathomUsed as:
- Team chat
Fathom receives a private alert linking the quote and deal for the authorized reviewer.
Zoho CRMUsed as:
- Sales deal tool
Zoho CRM holds the approved deal terms used to check each revised quote.
Instagram for BusinessUsed as:
- Team chat
Instagram for Business receives a private alert linking the quote and deal for the authorized reviewer.
Microsoft TeamsUsed as:
- Team chat
Microsoft Teams receives a private alert linking the quote and deal for the authorized reviewer.
ManychatUsed as:
- Team chat
Manychat receives a private alert linking the quote and deal for the authorized reviewer.
Google ChatUsed as:
- Team chat
Google Chat receives a private alert linking the quote and deal for the authorized reviewer.
RingCentralUsed as:
- Team chat
RingCentral receives a private alert linking the quote and deal for the authorized reviewer.
ChatworkUsed as:
- Team chat
Chatwork receives a private alert linking the quote and deal for the authorized reviewer.
WhopUsed as:
- Team chat
Whop receives a private alert linking the quote and deal for the authorized reviewer.
WhatsApp BusinessUsed as:
- Team chat
WhatsApp Business receives a private alert linking the quote and deal for the authorized reviewer.
PodioUsed as:
- Team chat
Podio receives a private alert linking the quote and deal for the authorized reviewer.
ConnecteamUsed as:
- Team chat
Connecteam receives a private alert linking the quote and deal for the authorized reviewer.
PipefyUsed as:
- Sales deal tool
Pipefy holds the approved deal terms used to check each revised quote.
- Document approval tool
Pipefy supplies the current quote and keeps the review note beside it.
WatiUsed as:
- Team chat
Wati receives a private alert linking the quote and deal for the authorized reviewer.
AdaloUsed as:
- Sales deal tool
Adalo holds the approved deal terms used to check each revised quote.
KintoneUsed as:
- Sales deal tool
Kintone holds the approved deal terms used to check each revised quote.
- Document approval tool
Kintone supplies the current quote and keeps the review note beside it.
Made for your industry
Compare Deal Terms is made for businesses in these industries.
- Construction
Flag changes to approved project scope in revised quotes.
Show all Agents for the Construction industry - Manufacturing
Show where product quotes differ from approved deal prices.
Show all Agents for the Manufacturing industry - Wholesale Distribution
Flag price changes against approved wholesale deals.
Show all Agents for the Wholesale Distribution industry - Software
Flag quote discounts that differ from approved software deals.
Show all Agents for the Software industry - IT Services
Show where revised service quotes change approved project scope.
Show all Agents for the IT Services industry - Consulting
Flag fee or scope changes between approved deals and revised quotes.
Show all Agents for the Consulting industry - Telecommunications
Show where revised service quotes differ from approved terms.
Show all Agents for the Telecommunications industry
Made for your role
Compare Deal Terms is made for people in these roles.
- Sales Manager
Show deal-to-quote differences before sales approval.
Show all Agents for the Sales Manager role - Account Executive
Show where your revised quote departs from approved terms.
Show all Agents for the Account Executive role - Sales Operations Specialist
Record deal-to-quote differences for the approval handoff.
Show all Agents for the Sales Operations Specialist role - Deal Desk Analyst
Show exact term differences before commercial approval.
Show all Agents for the Deal Desk Analyst role - Sales Operations Manager
Surface changed quote terms to the assigned reviewer.
Show all Agents for the Sales Operations Manager role - Revenue Operations Manager
Flag quote exceptions against approved deal terms.
Show all Agents for the Revenue Operations Manager role - Pricing Manager
Highlight discounts that differ from the approved deal.
Show all Agents for the Pricing Manager role
How Compare Deal Terms works
4 steps, in order, on every run.
-
Check the Revised QuoteRead the quote's current terms and approval history. Confirm the reviewer and approval status before comparing.
-
Compare the Deal TermsCompare the quote with your approved deal. Identify exact changes to the amount, discount, or scope.
-
Record Differences on the QuoteWrite the exact differences on the quote. Keep the quote awaiting a decision from its authorized reviewer.
-
Alert the Reviewer in Team ChatPost a restricted alert with the differences and a link to the quote. Name the reviewer who must decide.
How to Get Started
Connect the tools you already use, such as Slack, HubSpot or Airtable.
25 tools
- Approved deal source and matching key
- Discount threshold and private reviewer channel
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Compare Deal Terms:
You choose the approved deal source and matching key. Set the discount threshold and private reviewer channel.
No. Your authorized reviewer decides. The Agent leaves the quote awaiting review with the differences visible.
The Agent stops routing if facts conflict or evidence is missing. It also stops if the reviewer lacks authority or the quote changes status. Your team sees the exact gap on the quote.
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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