Automated Quoting System
Automated Quoting System with a Margin Gate. Build quotes from a catalog with cost and markup, block low-margin quotes, and show visitors a room price range. Free to clone.
Automated Quoting System is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Signal. Its automations include Daily margin approval digest, Margin note on Needs approval and Order list on Accepted.
by @taskade
What you can do with Automated Quoting System
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Automated Quoting System works
- Daily margin approval digest: when Every day at 8 AM, then Find quotes needing approval and Join the quote list.
- Margin note on Needs approval: when Quote flagged Needs approval, then Signal drafts a margin note and Comment the note on the quote.
- Order list on Accepted: when Quote accepted, then Find the quote lines and Join the order lines.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Signal
- Automations: Daily margin approval digest, Margin note on Needs approval, Order list on Accepted
- Workspace: 7 projects, 1 AI agent, 3 automations