Quote Options Builder
Build a quote with 3 options from your price book, see the margin of each option against your floor, the tax and the deposit, and send a clear choice page.
Quote Options Builder is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 5 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Quote Helper. Its automations include Monday quote digest and Send the choice page to the customer.
by @taskade
What you can do with Quote Options Builder
- 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 Options Builder works
- Monday quote digest: when Every Monday at 8:00 AM America/Chicago, then Find the Settings row and Work out the Monday window in the Settings time zone.
- Send the choice page to the customer: when the owner runs this from a Quote Lines row, then Find the Settings row and Get run info.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Quote Helper
- Automations: Monday quote digest, Send the choice page to the customer
- Integrations: Gmail
- Workspace: 5 projects, 1 AI agent, 2 automations