Sales / Pricing and Quotes Live
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.
- Triggered by an incoming message
- ~5 credits per run
- v1.0.0
What does Quote Intake Completeness do?
Quote Intake Completeness is a production AI agent in the sales section of the Leverge agent store, built for the pricing and quotes process. Check a quote request for everything needed to price it, and get the questions that close the gaps drafted for the requester. It is triggered by an incoming message, works through 3 steps and returns 4 outputs, including can this be priced?.
What it needs
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Quote request
The request as it arrived, from a rep or a customer.
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What pricing needs
What it does
- Checking the request
- Drafting the questions
- Preparing the reply for approval
What you get back
- Can this be priced?
- What pricing needs
- Questions — approve before sending
- Do not price on these assumptions
After each run it asks: “Were these the right questions?”
When it runs
Triggered by an incoming message — Simulated inbound quote request.
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 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.
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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 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 Quote Intake Completeness, 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.