Made-to-order quotes are built right first time, priced to your rules and signed online

Salespeople build quotes in one app that checks every option, prices it from NetSuite and holds your margin floor. Approvals happen in Slack and customers sign in DocuSign.

Used day to day by
  • Salespeople
  • Sales head
  • Finance team

How it runs with AI

Salespeople build the quote in one app that starts from the HubSpot deal. It checks every option against your product rules, prices each line from NetSuite and shows the margin as the quote takes shape. Quotes above your margin floor go straight to the customer, and the rest reach the sales head on Slack. The customer signs in DocuSign, and the signed quote closes the deal and opens the sales order.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Opens a new quote from the HubSpot deal, with the customer's need read from the enquiry

    Needs to know: Product range

    In HubSpot , Quote app

  2. Step 2, AI

    Checks each option the salesperson picks against your product rules and offers the one that fits

    Needs to know: Option rules from engineering

    In Quote app

  3. Step 3, AI

    Prices each line from the NetSuite price list and checks the margin against your floor

    Needs to know: Margin floor, Price rules

    In Quote app , NetSuite

    Exception to step 3

    Sends any quote below the margin floor to the sales head on Slack, with the numbers

  4. Step 4, Person

    Approves, counters or rejects a price below the floor from Slack

    In Slack

  5. Step 5, AI

    Sends the approved quote to the customer to sign in DocuSign

    Needs to know: Approved quote terms

    In DocuSign

  6. Step 6, AI

    Marks the HubSpot deal won and raises the sales order in NetSuite once the customer signs

    Needs to know: Sales order format

    In HubSpot , NetSuite

What stays with a person

  • Approves, counters or rejects a price below the floor from Slack

What the app knows

Your teams set these once, and every quote follows them:

  • Which options fit together, as engineering sets them
  • The price and cost of every option, from NetSuite
  • Your price rules, such as freight by region and a lower rate for a second room on the same order
  • Your margin floor, and who approves a quote below it

When engineering or finance changes a rule, every new quote follows it the same day.

Apps in this example

  • Quote app
  • HubSpot
  • NetSuite
  • Slack
  • DocuSign

The same flow works with the apps you use.

This fits you if

  • You sell products built to order from a set of options
  • Quotes are built in price sheets, and engineering checks them by email
  • You have a margin below which a quote needs approval
  • Customers sign printed quotes, and someone types the order in by hand

What to watch for

  • Any price below your margin floor is the sales head's decision. The app shows the numbers and records the decision
  • Engineering owns the option rules and updates them when a product changes, because every quote follows them
  • Finance keeps costs in NetSuite up to date when input prices move, so the margin shown stays true
  • Your legal team approves the quote terms once, and any change to the terms goes back to them

Read more

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