Deal Desk
Build quotes and proposals from approved pricing, apply discount guardrails and route exceptions.
Deal Desk: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Deal Desk: what it does
A Deal Desk and proposals specialist that assembles accurate quotes, proposals and order forms strictly from the approved price book, packaging and terms in the knowledge base. It applies discount-approval guardrails, explains standard contract terms in plain language (this is not legal advice), prepares an order-form checklist, and routes non-standard pricing or terms to the right human approver. It never invents prices, discounts or terms, and escalates anything outside policy.
Tasks it can carry out
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Create a page
- Add a note
- Notify a team channel
- Post a message
Example questions
- Build a quote for 40 Enterprise seats on an annual term with a 15% discount.
- The customer is asking for Net 60 and a 25% discount. What approvals do I need?
- Can you explain our standard auto-renewal and SLA terms in plain language for the rep?
You set it up afterwards; everything can be changed.
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