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About the Agent
Quote Generation Agent, developed by ZBrain, is an enterprise-grade automation tool that streamlines the sales quoting process by enforcing consistency, accuracy, and control. The agent ensures that every generated quote adheres to standardized pricing policies, discount thresholds, and product configurations. It automates the quote qeneration process by applying predefined rules and logic, reducing quote errors and aligning outbound pricing with company-approved structures. Integrated directly into CRM and ERP systems, the agent enables synchronized quoting based on unified customer, product, and pricing data.
Technically, the agent operates by extracting inputs—such as selected products, customer tier, and historical pricing—from CRM records and internal data sources. It then applies configurable pricing rules, discount frameworks, and business constraints to generate accurate, structured sales quotes. If a quote includes non-standard terms—such as excessive discounts or special customer pricing—the agent automatically triggers an approval workflow, routing the quote to a reviewer . The system also validates product codes and configurations using ERP-integrated logic, ensuring that quotes reflect inventory and pricing constraints accurately at the time of issue.
By automating core quoting decisions and embedding compliance into the quote generation process, the agent helps organizations reduce turnaround time, improve quote-to-order accuracy, and maintain margin control. Its accurate decisioning and rule enforcement minimize revenue leakage and manual override errors. The Quote Generation Agent supports scalable, quoting operations—delivering faster approvals, cleaner data, and higher overall sales process efficiency.
Accuracy
TBD
Speed
TBD
Input Data Set
Sample of data set required for Quote Generation Agent:
Customer Details:
- Company Name: NovaTech Solutions Inc.
- Contact Person: Alex Rodriguez
- Email: alex.rodriguez@novatech.com
- Phone: +1 (416) 555-0100
- Customer ID: CUST-NTSI-98765
- Customer Tier: Platinum Enterprise
Product Selections:
- Product 1:
- Product ID: AE-MOD-DATA-ANL
- Product Name: Aetherius Data Analytics Module (Annual License)
- Quantity: 1
- Product 2:
- Product ID: AE-ADD-SEC-ADV
- Product Name: Aetherius Advanced Security Add-on
- Quantity: 1
- Product 3:
- Product ID: AE-SRV-TRAIN-ONS
- Product Name: On-site Training & Workshops (5-day package)
- Quantity: 2
Pricing Context:
- Last Quoted Date (AE-MOD-DATA-ANL): 2024-09-15
- Last Quoted Price (AE-MOD-DATA-ANL): $50,000.00
- Requested Discount (%): 20.00% (on AE-MOD-DATA-ANL)
- Sales Representative ID: SR-OliviaDavis
- CRM Opportunity ID: OPPORTUNITY-2025-Q2-007
Deliverable Example
Sample output delivered by the Quote Generation Agent:
Aetherius Solutions Inc. 123 Innovation Drive, Suite 500 Tech City, CA 94043, USA Phone: +1 (800) 555-0101 | Email: sales@aetherius.com | Web: www.aetherius.com
Quote Details:
- Quote ID: QTE-NTSI-20250512-004
- Creation Date: May 12, 2025
- Expiration Date: June 11, 2025
- Sales Representative: Olivia Davis (SR-OliviaDavis)
- Email: olivia.davis@aetherius.com
- Phone: +1 (800) 555-0101 Ext. 456
Customer Information:
- Company Name: NovaTech Solutions Inc.
- Contact Person: Alex Rodriguez
- Customer ID: CUST-NTSI-98765
- Customer Tier: Platinum Enterprise
- Billing Address: 456 Enterprise Way Suite 1200 Metropolis, NY 10001, USA
- Email: alex.rodriguez@novatech.com
- Phone: +1 (416) 555-0100
Line Items: | Product ID | Product Name | Quantity | Unit Price | Line Total | | :---------------- | :----------------------------------------- | :------- | :---------- | :---------- | | AE-MOD-DATA-ANL | Aetherius Data Analytics Module (Annual Lic) | 1 | $55,000.00 | $55,000.00 | | AE-ADD-SEC-ADV | Aetherius Advanced Security Add-on | 1 | $12,000.00 | $12,000.00 | | AE-SRV-TRAIN-ONS | On-site Training & Workshops (5-day pkg) | 2 | $7,500.00 | $15,000.00 |
Pricing Summary (All figures in USD):
- Subtotal: $82,000.00
- Applied Discount (AE-MOD-DATA-ANL): -$11,000.00 (20% of $55,000.00)
- Subtotal After Discounts: $71,000.00
- Applicable Taxes (0%): $0.00
- Net Total: $71,000.00
Payment Terms: Net 30 days from invoice date. Payments can be made via wire transfer or ACH.
Quote Validity: This quote is valid until the Expiration Date stated above. All prices are subject to change without prior notice after this date.
Terms and Conditions: All sales are subject to Aetherius Solutions Inc.'s standard Terms and Conditions of Sale, available at www.aetherius.com/terms.
Authorized Signature for Aetherius Solutions Inc.:
Eleanor Vance VP, Global Sales Operations Date: May 12, 2025
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