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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. It connects Gmail. Its AI agents include Quote Helper. Its automations include Monday quote digest and Send the choice page to the customer.

Team Taskade published this field service app in the Taskade App Factory.