---
title: "Quote Status Sync"
section: "Agent store — Sales — Pricing and Quotes"
canonical_url: "https://leverge.ai/agents/sales/pricing-and-quotes/quote-status-sync"
category: "Sales"
process: "Pricing and Quotes"
trigger: "Runs on a schedule"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Sales
- Process: Pricing and Quotes
- Runs: runs on a schedule — Daily at 06:00
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Quote status in CRM** (file upload)
- **Signature platform status** (file upload)
- **Finance status** (file upload)

## How it works

1. Reading CRM status
2. Reading signature status
3. Reading finance status
4. Comparing status across systems
5. Writing the exception list

## What it returns

- **Are the systems agreed?** (validation result)
- **Exceptions to clear today** (written summary)
- **Quote by quote** (table of results)
- **Revenue or compliance impact** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/pricing-and-quotes/quote-status-sync — Leverge