Guided Quote Support
Guided Quote Support helps reps collect missing quote inputs and prepare customer-ready quote explainers from Salesforce context.
This workflow is deliberately scoped. iDialogue can help explain and package quote-related information in a document workflow, but it is not positioned as a pricing engine or quote approval owner.
What this workflow supports
- Missing-input prompts for quote-ready document drafts.
- Product and offer summaries grounded in Salesforce context.
- Customer-facing quote explainers for review.
- Proposal handoff once quote inputs are ready.
- Review checkpoints for pricing, discount, and terms language.
Boundaries
Pricing rules, discount approvals, quote calculation, order management, billing, tax, invoicing, and revenue recognition remain in the systems and review processes that own them.