Use Cases — Sales

Quote Generator

Builds accurate, formatted sales quotes from product catalog and customer data in minutes. Handles pricing rules, discount tiers, and customization — sending the draft to the rep for review before delivery.

Deploy this agent All Sales agents

Billing unit

Per quote created

Pay only for the value delivered. No upfront cost.

The result

Quotes are generated in under 5 minutes. Reps review and send. Customers receive professional proposals the same day.

The problem

What happens without this agent.

Before

Creating a quote takes 30–90 minutes per rep, involves checking pricing in multiple systems, and errors happen. Customers wait 1–3 days.

How it works

Step by step: how the Quote Generator operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Rep requests a quote via Teams chat or email with customer and product details

  2. 2

    Agent reads customer record from CRM: account tier, history, active contracts

  3. 3

    Pulls product catalog with current pricing, availability, and discount rules

  4. 4

    Assembles quote with correct pricing, terms, and customizations

  5. 5

    Formats output as branded PDF and sends to rep for review

  6. 6

    Logs quote in CRM and links to the opportunity

Why it matters

Built for your Sales team.

The Quote Generator is designed specifically for Sales processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per quote created, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

Creating a quote takes 30–90 minutes per rep, involves checking pricing in multiple systems, and errors happen. Customers wait 1–3 days.

With the agent

Quotes are generated in under 5 minutes. Reps review and send. Customers receive professional proposals the same day.

FAQ

Common questions about the Quote Generator.

What does the Quote Generator do?
Builds accurate, formatted sales quotes from product catalog and customer data in minutes. Handles pricing rules, discount tiers, and customization — sending the draft to the rep for review before delivery.
What is the business impact of the Quote Generator?
Quotes are generated in under 5 minutes. Reps review and send. Customers receive professional proposals the same day.
How is the Quote Generator deployed?
The Quote Generator is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Sales systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per quote created.
How much does the Quote Generator cost?
The Quote Generator follows theywork365's pay-per-action model: you pay only per quote created, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Related agents

Other Sales agents you can deploy.

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