Use Case 1
Active-Quote Review
Trigger: Scheduled deal-desk pass over open quotes
1.Analyze active quotes against finance data
2.Identify cross-sell gaps by fit and expressed need
3.Flag stalled quotes needing follow-up
4.Validate pricing against approval policy
5.Detect skipped or missing approval steps
6.Produce a per-quote action list
✓
Deal desk sees every quote's expansion, momentum, and policy issues in one pass.
Use Case 2
Pricing-Policy Enforcement
Trigger: A quote breaches discount or approval policy
1.Detect discounts beyond the approval threshold
2.Check for the required deal-desk sign-off
3.Flag the specific policy breached
4.Route the correction to a human
5.Avoid changing customer-facing pricing autonomously
✓
Policy breaches surface for human resolution instead of shipping unnoticed.
Integrations
CRM (Salesforce, HubSpot)
CPQ / Quote Management
Finance / Pricing Data (ERP)
Product Catalog
Approval Workflow
Industries
all
See It In Action
A sample conversation with this agent
Review our active quotes for deal-desk issues.
Analyzing active quotes against finance data. Per quote I check three things: cross-sell gaps where a product the account fits is missing, stalled quotes with no movement that need a nudge, and pricing or approval workflow problems—a discount past policy, a missing deal-desk sign-off, an approval step skipped. Output is a per-quote action list. Twelve quotes have cross-sell gaps worth an estimated $340K; four are stalled; two skipped a required approval.
One quote has a discount past policy—did you just fix it?
No—I flag it, I don't silently change pricing. The quote carries a discount beyond the approval threshold with no matching deal-desk sign-off. I surface it as a workflow correction: either the discount needs approval or it needs to come back within policy. Changing a customer-facing price is a human decision with margin and approval implications, so it routes to you with the specific policy it breached.
Where's the biggest expansion we're leaving on the table?
An account with an active quote for one product line has two adjacent products their peers in the same segment consistently buy, and a note where the buyer mentioned one of them. That's the strongest cross-sell signal in the batch—estimated $120K—because it's backed by both fit and an expressed need, not just a lookalike pattern. I've drafted the cross-sell suggestion for the rep to position; I don't add line items myself.