Agents help Sales Operations Specialists keep deals moving and details straight.
Flag off-sheet quote prices with the approved rates to use.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Return quotes with unsupported concessions for revision.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
Record deal-to-quote differences for the approval handoff.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Add each revised quote's variance to the linked deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Mark approval gaps on quotes before handing them to the sender.
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.