All 29 agents
Sales & bids
Quote & Pricing Guidance
The right price, without asking around.
Quotes go out faster and stay inside policy, and margin stops leaking through discounts nobody had authority to give.
~1 day
off quote turnaround
4–6 weeks
to build
01What people ask it
In their words, not ours.
- “What's the current rate for this item?”
- “What discount can I approve myself?”
- “Do we have a standing agreement with this customer?”
- “What margin did we actually make on the last job like this?”
- “Who signs off a variation over $50k?”
What it does about it
- Retrieves current rates and the applicable discount authority
- Routes anything outside policy to the right approver automatically
- Records what was quoted and why, so the next quote has a baseline
What it reads — and only this
- Rate cards
- Delegation of authority
- Historical job margins
Where people use itTeams, and inside the quoting app. Nothing from the open web, and nothing the model merely remembers.
Built withCopilot Studio / Dataverse / Power Automate / Power BI
02Keep exploring
Others in sales & bids.
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