sales-proposalsfinance-quotes
Quote generation
Quotes stall because pricing rules live in heads, spreadsheets, and old emails.
The manual reality
✕Re-typing SKU and discount rules each time
✕Mismatch between CRM stage and what finance will honour
✕Revision chains that bury the approved total
How DataFlight fits
Grounded retrieval of price lists and policies plus agentic assembly of quote lines. Workflows notify finance when thresholds are exceeded.
The flow
1
Opportunity selected
CRM record drives customer and terms.
2
Rules retrieved
Active price books and exceptions pulled from knowledge and systems.
3
Draft quote built
Line items and narrative generated with checks for missing fields.
4
Internal review
Workflow escalates if margin or discount beyond policy.
5
Customer-ready output
Final PDF/email text with audit of who approved numbers.
Modules used
Knowledge Base Chat
Agentic AI Chat
Custom workflows (built by us)
Example output
Quote document with itemised lines, validity dates, and approval metadata.
What changes
✓Fewer arithmetic and copy errors
✓Same-day turnaround on standard deals
✓Clear audit trail for pricing decisions