# Quotes and RFPs

Quotes drafted from a deal description with your products, prices and approval rules, and questionnaire answers from a reviewed answer library.

A note in italics after an item says when it's off by default, or needs your own account with another service. Every area: the [product overview](https://www.closefinch.com/product).

## Quotes

- Quote drafted from a deal description or inbound request, applying your product, pricing and availability rules.
- Agent pre-drafts the deal structure (commit, ramp, overage) from call transcripts and prior deals.
- Rule-based approval routing (conditional, sequential or parallel multi-stakeholder), triggerable and answerable from Slack or an in-app approval queue.
- Pricing-policy enforcement and discount guardrails with the human keeping final price control.
- Usage, credit, token, outcome and seat pricing, alone or combined: tiers, ramps, monthly minimums, annual commits, overages, rollovers.
- Setup agent that builds catalog, pricing, terms and approval rules from spreadsheets, order forms, CRM exports and recordings, tracing every value to its source.
- Admin agent that checks rule changes for conflicts and generates test quotes; replay of past quotes against new pricing.
- Per-number evidence trail: hovering any number shows the call, deal or rule behind it.
- Approver context showing full pricing and approval history.
- Quote output to order forms or slide decks, with plain-language change requests.
- Renewals, amendments, expansions and cancellations in one composable quote; renewal quotes from live usage data.
- Contract lifecycle for hybrid deals (commit treatments, credit rollovers).
- Pricing intelligence from history: win/loss, margin trends, competitive positioning, how this buyer was priced before.
- E-signature send and signature detection that moves the deal to Closed Won and triggers onboarding handoff.
- Signed quotes pushed to NetSuite, Metronome or Stripe as customers, orders, contracts and subscriptions, each write approved by an owner and read back to confirm; invoice, payment and contract status read back onto the deal; the signed order form attached to the HubSpot or Salesforce deal. *(Needs your own NetSuite, Metronome or Stripe account.)*
- Open-quote pipeline tracking (count, value, age, follow-up state).

## RFPs and questionnaires

- Import Word and Excel questionnaires with AI detection of questions and sections; export back to the original format.
- First-draft answers only from company-approved sources, with exact citations, a confidence score and a step-by-step generation trace.
- Live-synced knowledge connectors, including compliance evidence (Vanta). *(Off until you connect Vanta.)*
- Answer-library dedupe and stale-answer flagging.
- Response workflow: owner, writer and reviewer roles, question-level comments and assignments, deadlines at questionnaire, section and question level, reminders, approval and sign-off.
- Create an RFP project automatically from a CRM opportunity.
- Slack quick-ask knowledge agent.
- Team-workload and response-volume analytics, exposed via MCP.
- Ad-hoc buyer questionnaire answering from governed company data through an MCP client.
- PDF questionnaires answered in a separate answers file, and full library export.