Sales / Pricing and Quotes Live
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.
- Triggered by an incoming message
- ~5 credits per run
- v1.0.0
What does Quote Request Qualification do?
Quote Request Qualification is a production AI agent in the sales section of the Leverge agent store, built for the pricing and quotes process. 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. It is triggered by an incoming message, works through 3 steps and returns 4 outputs, including decision.
What it needs
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Inbound quote request
Paste the request as it arrived.
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Qualification rules
What it does
- Qualifying the request
- Deciding go or no-go
- Preparing the reply for approval
What you get back
- Decision
- Against your rules
- Missing before a quote can be built
- Reply — approve before sending
After each run it asks: “Was this the right call?”
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 Intake Completeness
Check a quote request for everything needed to price it, and get the questions that close the gaps drafted for the requester.
Next Step
Deploy Quote Request Qualification, 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.