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Quotes Agent
Instant proposals
About Quotes Agent
Builds professional quotes and proposals from a product catalog, applies the right pricing tiers, and sends them for e-signature.
Capabilities
- Quote generation
- Smart pricing
- E-signature
- Template library
Tasks this agent runs
Draft quote from dealApply discount rulesSend for signatureConvert quote to invoice
Automation hooks
Triggers
DEAL_CREATED
Actions
SEND_EMAILCREATE_DEAL
Connect in magWork
Add Quotes Agent from the in-app marketplace. After connecting, magWork opens the correct settings screen automatically.
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