Sales / Pricing and Quotes Live
Pricing Policy Compliance
Check a proposed price against your pricing policy — margin floors, discount authority, and the rules that apply to this customer's sector — before it is quoted.
- Run on demand
- ~6 credits per run
- Uses a knowledge base
- v1.0.0
What does Pricing Policy Compliance do?
Pricing Policy Compliance is a production AI agent in the sales section of the Leverge agent store, built for the pricing and quotes process. Check a proposed price against your pricing policy — margin floors, discount authority, and the rules that apply to this customer's sector — before it is quoted. It runs on demand, works through 3 steps and returns 5 outputs, including can this be quoted?.
What it needs
-
The proposed price
What you intend to quote: lines, quantities, discounts, term, and anything unusual.
What it does
- Looking up the pricing policy
- Checking against policy
- Writing what to do
What you get back
- Can this be quoted?
- What to do
- Line by line
- Approvals needed
- Policy applied
After each run it asks: “Did this catch the right issues?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Pricing and Quotes
Other agents in pricing and quotes
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Pricing Exception Remediation
Upload quotes flagged as pricing exceptions and get each one explained, classified, and routed — separating genuine one-offs from a pattern nobody has fixed.
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Pricing Scenario Planner
Describe a deal and get three defensible pricing scenarios compared side by side, with the margin maths, the risks in each, and a recommendation.
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Quote Builder
Describe what the customer wants and get a priced quote built from your own price book and discount policy, validated against that policy before it leaves your hands.
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Quote Discrepancy Resolution
Compare what was signed against what was approved and get every difference found — line by line, with the ones that change the money separated from the ones that do not.
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Quote Intake Completeness
Check a quote request for everything needed to price it, and get the questions that close the gaps drafted for the requester.
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Quote Request Qualification
Paste an inbound quote request and get a go/no-go decision against your qualification rules, with what is missing listed and a reply drafted either way.
Next Step
Deploy Pricing Policy Compliance, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.