With Agents, Account Executives have more time to build trust and move deals forward.
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.
Flag 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.
Show where your revised quote departs from approved terms.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
See how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
See 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.