Quote Accept and Deposit Desk
Quote Accept and Deposit Desk: send a customer a quote they can read and accept online, with a 25 percent deposit and an expiry date, and track every quote to a paid invoice. Free to clone.
Quote Accept and Deposit Desk is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Rail. Its automations include Expiry watch, Acceptance desk and Friday deposit check.
by @taskade
What you can do with Quote Accept and Deposit Desk
- 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 Quote Accept and Deposit Desk works
- Expiry watch: when Every day at 8 AM, then List quotes that expire soon and Join the expiring quotes for the email.
- Acceptance desk: when an acceptance arrives, then Find the matching quote and Compute the deposit amount.
- Friday deposit check: when Every Friday at 4 PM, then List accepted quotes and Join accepted quotes for the email.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Rail
- Automations: Expiry watch, Acceptance desk, Friday deposit check
- Workspace: 5 projects, 1 AI agent, 3 automations