Build quotes and pricing packages
How you could use an agent
Use an agent to build a quote packet from your pricing notes, product specs, credit information, and customer records. It can calculate costs, assemble bid details, and draft a clean quote for your review, while you decide whether the numbers, terms, and any discount still make sense for the customer and the business.
Where you stay involved
You review the quote, confirm the terms, and decide whether to send it or hand it to a manager for approval. You also handle any pricing, margin, or credit concerns that go beyond routine quoting.
