Quote Generation

Generate custom quotes at scale

Automatically generate personalized quotes for customers based on your price lists, past quotes, and customer data. The agent reads your pricing rules and creates professional quote documents ready for delivery.

Duplicate Agent

How It Works

Triggers

Time-based

Sources

PDF (price lists, past quotes)

CSV (catalogs, customer data)

Tools

Salesforce

DocuSign

Output

Quote document (PDF/DOCX)

Workflow

Trigger

Task

Action (needs approval)

Ready to Automate?

Duplicate this template and customize it to fit your specific workflow requirements.

Duplicate Agent