Build a sales quote with a guided agent

OwnOptic (pnp/copilot-prompts)

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Overview

This prompt describes an agent for sales reps that builds a quote through a guided chat. It collects the customer and rep names, then adds products one at a time with quantity and an optional discount, and shows line totals and an overall total. After the rep confirms, it creates a reference number and offers to email the quote or keep it as a draft for later.

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Prompt
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Create an agent that helps sales representatives build and send product quotes through a guided conversation. Start by asking for the customer's company name and the sales representative's name. Then allow the representative to add products to the quote one at a time: ask for the product name from a list, the quantity, and whether a discount applies (choosing from 5%, 10%, 15%, or No Discount). After each product, ask if they want to add another. Once all products are added, display a quote summary showing each line item with quantity, unit price, discount, and line total, plus the overall total. Ask the representative to confirm or edit the quote. If confirmed, generate a quote reference number, record the quote in the system, and ask if they want to send the quote by email to the customer immediately or save it as a draft.

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