Quote Architect

by Revenue Loopdone with youSetup: 2-3 weeks0 downloads

Reads structured customer requirements and pricing tables from configured data sources, applies configurable pricing rules to compute accurate quote line items, and assembles a complete proposal draft using approved section templates. Routes the output to a Slack channel with an approval summary before final delivery. Requires Python 3.11+, an OpenAI API key, and HubSpot API access for customer data retrieval.

Included assets

proposal-generation-langchain-agent.py - main agent entrypoint
proposal-generation-langchain-formatter.py - proposal assembly and output formatting module
requirements.txt - all Python dependencies with pinned versions
.env.example - all required environment variables with descriptions
sample-requirements.txt - sample customer requirement input for local testing
pricing-rule-guide.md - how to configure custom pricing logic for your products

Capabilities

document-extractionrag-answeringproposal-drafting

Setup requirements

Python 3.11+ with pip and access to a terminal
OpenAI API key (GPT-4o - used for proposal section drafting and pricing verification)
HubSpot API key for customer profile and deal data retrieval (Starter plan or higher)
Slack webhook URL for approval routing notifications
Internal pricing table exported as CSV or JSON

Support includes

60 days priority email support
2-hour implementation review session
Loom walkthrough of your configured workflow

Implementation context

Target use case

Proposal and Quote Generation

real estate30-50% reduction in proposal creation time

Package contents

v1.0.0

Step-by-Step Setup Guide
document · 5 KB
Complete installation and configuration walkthrough
sample-requirements.txt
document · 1 KB
.env.example
document · 1 KB
pricing-rule-guide.md
document · 3 KB
proposal_generation_langchain_formatter.py
document · 3 KB
proposal-generation-langchain-agent.py
document · 8 KB
requirements.txt
document · 0 KB

Quote Architect

Included assets

Capabilities

Setup requirements

Support includes

Implementation context

Proposal and Quote Generation

Package contents

Browse automation packs that are ready to buy

Quote Architect

Included assets

Capabilities

Setup requirements

Support includes

Implementation context

Proposal and Quote Generation

Package contents

Browse automation packs that are ready to buy