Check Quote AI-Agents for Account Executives working with monday.com
Check whether a quote is cleared to be sent for signature.
Show the exact quote prices to correct before resubmission.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsFlag quote concessions that differ from the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsSee which customer quotes still need approval before sending.
Your 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 toolsSee which buyer order details need correction before signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsFlag date or term fixes before you send a customer quote.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
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