Sales / Pricing and Quotes Live
Quote Status Sync
Find quotes whose status disagrees across CRM, e-signature, and finance — the signed-but-unbilled, the expired-but-open, the billed-but-unsigned.
- Runs on a schedule
- ~6 credits per run
- v1.0.0
What does Quote Status Sync do?
Quote Status Sync is a production AI agent in the sales section of the Leverge agent store, built for the pricing and quotes process. Find quotes whose status disagrees across CRM, e-signature, and finance — the signed-but-unbilled, the expired-but-open, the billed-but-unsigned. It runs on a schedule (daily at 06:00), works through 5 steps and returns 4 outputs, including are the systems agreed?.
What it needs
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Quote status in CRM
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Signature platform status
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Finance status
What it does
- Reading CRM status
- Reading signature status
- Reading finance status
- Comparing status across systems
- Writing the exception list
What you get back
- Are the systems agreed?
- Exceptions to clear today
- Quote by quote
- Revenue or compliance impact
After each run it asks: “Did this find the real mismatches?”
When it runs
Runs on a schedule — Daily at 06:00.
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 Status Sync, 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.