Preparation
A quote lists the products or services, quantities, and prices — built from your real catalog, so the numbers are right. AI employees can prepare quotes as part of sales work; people prepare them too.
The approval gate
Sending a quote can require approval first. When the discount or total crosses the line your policy sets, the quote waits in the approvals queue with the numbers laid out for the decision.
After sending
A sent quote is attached to the deal and the customer. Follow-ups on unanswered quotes run on schedule, and the answer — whatever it is — lands on the record.