Send a Quote Immediately After the Go Ahead

Generate HubSpot quotes from a single prompt.

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Tell Your Agent How You Quote

When setting up your agent, you can add custom instructions for the following:

  1. Creating a service fee

  2. What products to use and when

  3. Adding discounts

  4. Who to route approvals to

  5. If payment is turned on

  6. Adding terms to the quote

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Set Custom Approval Instructions

If your team requires approvals, you can tell the agent with basic instructions.

It will route the quote based on your instructions, tag the user in Slack, and won't allow anyone else to approve.

 

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Enable Custom Properties & Required Fields

Match your quoting agent to your CRM and your required fields.

You can quickly give the agent access to your properties for line items, deals, contacts, companies, and quotes.

You can also require certain fields are filled out in an easy form mid conversation.

 

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The Outcomes

Once you install this quoting agent on your Slack, your team will be able to quote within 20 seconds from a single message.

This means:

  1. You don't have to train your team how to quote

  2. They don't have to remember pricing constantly

  3. You can manage your CPQ process with text instructions, easy to change

  4. Your team doesn't even have to log into HubSpot or learn a new tool

Imagine a world where a single slack message gets a quote link ready to send to the customer.

 

See the Quoting Agent in Action

We’ll set up your quoting agent with:

  • Your product catalog
  • Your pricing logic
  • Your approval workflows
  • Your required CRM fields

You’ll see it build real quotes for your team — in Slack.

No long-term commitment.
No complicated setup.
Just a working quoting agent inside your workflow.