Agent

Quote Forge Assistant

Turns a client request into a numbered quote

Helps you turn a client request into a numbered quotation, ready to copy and logged on your quotes board, with the Quote Forge app.

What recruiting it brings

  • 1 agentAI agents that come with it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.

Quote Forge Assistant in action

  1. User: Quote Halvorsen & Pike Interiors ([email protected]) for their showroom refit: a design study at 2,450, 6 days of project management at 680 and 2 material sample kits at 129.90. 5% discount, 40% deposit on acceptance.

  2. Quote Forge Assistant: Quote QF-2026-2573 is ready for Halvorsen & Pike Interiors: "Showroom refit: design and project management". 3 lines for €6,789.80, 5% discount (-€339.49), VAT 20% (€1,290.06), total due €7,740.37, valid until 29 Nov 2026. The quote page shows the lines and your deposit note, with a Copy the quote button and the CSV to download. It is logged as a draft on your quotes board, shown below. Nothing was sent to the client: tell me when you send it and I will move it to Sent.

What it does for you

  • Turns your request into a numbered quotation
  • Works out the subtotal, discount, VAT and total due
  • Gives you the quote as text to copy and as a CSV file
  • Adapts currency, VAT, discount and validity to each client
  • Logs every quote as a draft on your quotes board
  • Moves a quote to Sent, Accepted or Declined when you say so

The applications it runs

Quote Forge Assistant comes with these finished applications. Each one has its own page.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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