- Drafts the quote from the price list and the customer’s terms
- Checks margin and credit limit before the quote goes out
- Prepares the contract and the invoice from the agreed quote
- Reminds the customer and the manager when a deal stalls
Sales and customers
Deals
Every deal moves through one pipeline, with the quote, the contract and the invoice built from the same record. Nobody retypes a price.
- Sales manager
- Head of sales
- Owner
Sales desk: an example desk
Sales deskZarvane Trading Group
From request intake
Quote: 400 t of rebar for Qadira Construction
AED 1,184,00016:00
- Pricing expert
- Pricing expert
- Finance expert
Prepared by the sales copilot
Checking the case…
- Prices taken from the Q4 price list
Price list, rebar, Q4 - Margin 9.4%, above the 8% floor
Margin policy - Customer credit limit has room
Accounting, open balance
Your decision
The signature move
Every channel lands in one deal
WhatsApp, email, calls and Telegram meet in the deal’s own feed. The agent drafts the reply; a person sends it.
Who does what
- Sends the quote and agrees the price
- Approves discounts above the limit
- Signs the contract
How a case moves
- 1Request arrivesOpened as a deal, customer found or createdSystem
- 2Quote draftedPrice list, terms, margin checkAgent prepares
- 3Price agreed with the customerPerson
- 4Contract and invoice preparedAgent prepares
- 5Contract signedPerson only
Quote, contract and invoice carry the same numbers, and the owner sees every deal by stage.
Deals: questions
What does the Deals module do?
Every deal moves through one pipeline, with the quote, the contract and the invoice built from the same record. Nobody retypes a price.
What does the AI agent do in Deals?
Drafts the quote from the price list and the customer’s terms. Checks margin and credit limit before the quote goes out. Prepares the contract and the invoice from the agreed quote. Reminds the customer and the manager when a deal stalls.
What is always decided by a person in Deals?
Sends the quote and agrees the price. Approves discounts above the limit. Signs the contract.
How does a case move through Deals?
1. Request arrives; 2. Quote drafted; 3. Price agreed with the customer; 4. Contract and invoice prepared; 5. Contract signed. Result: Quote, contract and invoice carry the same numbers, and the owner sees every deal by stage.
Start with one process
Eight things that happen in most organisations. Swipe right if it happens in yours. Your map shows where agents should start.
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