Requester and executor
Without Sanka
It becomes unclear who asked for the quote and what the agent changed
With Sanka
Save requester, executor, target deal, and action details
Run quote approvals and CPQ flows safely from Claude
Let Claude create quotes from deal context, check margin, inventory, and tax rules, route approvals, and carry approved terms into orders and invoices.
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Quote Approval Agent
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Trusted by 1,000+ teams
Overview
CPQ workflows that remain governed when an AI agent executes them
Draft quotes from Claude
Read deal, company, product, quantity, and pricing context, then create a structured quote workspace.
Run checks and approvals
Validate margin, inventory, tax category, and discount conditions before the quote moves forward.
Execute with permissions and logs
Record what Claude executed, who approved it, what changed, and why.
Workflow
From Claude instruction to approved quote
- 01Ask Claude to move a deal forwardFor example: “Move Acme from deal to approved quote.”
- 02Create structured quote linesProducts, quantities, prices, discounts, and payment terms are prepared in a quote workspace.
- 03Run operational checksSanka checks margin, inventory, tax category, pricing rules, and permissions.
- 04Route to approversApproval requests include the changed terms, approver, reason, and audit trail.
- 05Connect downstream operationsApproved quotes can become orders, invoices, purchase orders, inventory movements, and accounting-ready records.
Compare
What Claude needs beyond a good prompt
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Requester and executor | It becomes unclear who asked for the quote and what the agent changed | Save requester, executor, target deal, and action details |
| Pricing and margin checks | Discounts and cost assumptions can leak margin | Check margin rate, discount thresholds, and price-list deviations |
| Inventory and tax checks | Unavailable items or tax mistakes surface too late | Validate allocation, tax category, and item master data before approval |
| Approval routing | Teams hesitate to let AI-generated quotes go straight to customers | Route exceptions to approvers and proceed only after approval |
| Quote-to-order continuity | Re-keying approved terms into orders and invoices creates errors | Carry approved quote structure into orders, billing, and accounting-ready data |
Pricing and margin checks
Without Sanka
Discounts and cost assumptions can leak margin
With Sanka
Check margin rate, discount thresholds, and price-list deviations
Inventory and tax checks
Without Sanka
Unavailable items or tax mistakes surface too late
With Sanka
Validate allocation, tax category, and item master data before approval
Approval routing
Without Sanka
Teams hesitate to let AI-generated quotes go straight to customers
With Sanka
Route exceptions to approvers and proceed only after approval
Quote-to-order continuity
Without Sanka
Re-keying approved terms into orders and invoices creates errors
With Sanka
Carry approved quote structure into orders, billing, and accounting-ready data
Customer quotes
Customer stories from Sanka teams
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
FAQ
Frequently asked questions
Does Claude send quotes automatically?
No. Sanka can enforce permissions, checks, and approval workflows before customer-facing or downstream actions are completed.
Can we configure approvers?
Yes. Approvers and approval paths can depend on amount, discount rate, margin, product category, department, or other business rules.
Can this start from HubSpot or Salesforce deals?
Yes. Sanka can use CRM deal, company, product, and owner context as the starting point for quotes, approvals, orders, and invoices.
What is stored in the audit log?
Sanka can record the requester, executor, target record, check results, approver, reason, and business records created or updated.