What it does
Builds professional quotes and proposals from a product catalog, applies the right pricing tiers, and sends them for e-signature.
Quotes Agent
Builds professional quotes and proposals from a product catalog, applies the right pricing tiers, and sends them for e-signature.
Capabilities
Quote generation. Smart pricing. E-signature. Template library.
Tasks: Draft quote from deal, Apply discount rules, Send for signature, Convert quote to invoice.
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