Review our active quotes for deal-desk issues.
Deal Desk Agent
I checked the active quotes against finance data and found cross-sell gaps, stalled quotes and approval problems. Each quote gets its own deal-desk action.
Example complete
One deal-desk pass, end to end
Open quotes in. Action list out.
See the deal desk agent take one scheduled pass from open quotes to a per-quote action list.
Pass DD-0412
Scheduled deal-desk pass · Active quotes
- AI
- Per-quote actions
- Intake
- Organize
- Evaluate
- Deliver
01 · Intake
Pass triggered
Scheduled deal-desk pass opened over active quotes
New case
Pass open- Trigger
- Scheduled deal-desk pass
- Scope
- Active quotes · Open quotes only
- Request
- Cross-sell, stall and policy review · Per-quote action list
Case packet · 3 sourcesComplete
Incoming
- CPQ / Quote ManagementActive quotes and their statusReceived
- Finance / Pricing Data (ERP)Pricing and approval thresholdsReceived
- CRMAccounts and buyer notesReceived
02 · Organize
Quotes matched to finance
Each active quote lined up with finance data
Pulled together
Quotes matched- Quotes matched to finance dataPricing and approval thresholds attached per quote
- Product fit mappedCatalog products compared with peers in the same segment
- Buyer notes attachedCRM notes linked to each quote's account
Matched record
- Quote
- Active, one product line
- Peer pattern
- Two adjacent products bought
- Buyer note
- Mentioned one of them
- Est. expansion
- $120K
03 · Evaluate
Issues found
12 cross-sell gaps, 4 stalled, 2 skipped approvals
Checks applied
Policy-checked- Cross-sell gaps12 quotes missing a product the account fits, est. $340KProduct Catalog
- Stalled quotes4 quotes with no movement that need a nudgeCPQ
- Approval workflow2 quotes skipped a required approval stepApproval Workflow
Deciding finding
Strongest cross-sell: $120K
Backed by peer fit and a buyer note naming the product, not just a lookalike pattern.
Signal
- Fit
- Peers in segment buy it
- Expressed need
- Buyer note
04 · Deliver
Action list delivered
Per-quote actions go to the deal desk and reps
Action list ready
Every quote reviewed in one pass
Cross-sell gaps, stalled quotes and skipped approvals sit in one per-quote list for the deal desk to act on.
- Cross-sell gaps
- 12 · est. $340K
- Stalled
- 4 quotes
- Skipped approvals
- 2 quotes
Cross-sell draft
$120K
No line items added
Human step
Account executive
Positions the cross-sell
Audit trail
- Scheduled pass started09:00
- Quotes matched to finance data09:02
- Cross-sell, stall and policy checks run09:05
- Per-quote action list deliveredDeal desk09:06
Per-quote cross-sell, follow-up and workflow actions
Illustrative case · sample data
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
An agent at work
1 / 3
Sample scenarios. Actions and outputs are illustrative.