Book a demo
← API & Agents · Use cases
API USE CASE

Quality assurance

Your agent can QA a draft proposal before send, double-check quote line items against approved pricing books, discount groups, and catalog truth, and review templates, widgets, and narrative structure for consistency.

Book a demo Back to API & Agents

How you set it up

Read/brief walkthrough
  1. What you can do today. Have Claude check quote lines and proposal structure in Salesbuildr and brief you before anything is sent, bring your own agent in your Azure / tenant so Salesbuildr does not need blanket access to mail, Teams, or calendar.
  2. Salesbuildr Public API access. Issue scoped credentials and authenticate with the api-key header on your tenant’s /public-api base.
  3. Endpoint families for this scenario. This scenario uses quote reads (including nested items) plus quote-template / quote-widget-template for proposal structure QA; it can also reference pricing-book, quote-discount-group, and product reads for rule-set checks. Paths: GET /quote, GET /quote-template, GET /quote-widget-template, and optionally GET /pricing-book, GET /quote-discount-group, GET /product.
  4. Human review before send. Use the agent to brief and draft from CRM/CPQ truth; keep a person in the loop before anything goes to the customer.

What you can do today
This example shows Claude checking quote lines and proposal structure in Salesbuildr and briefing you before anything reaches a customer.

What the API can do
Salesbuildr’s Public API also lets you create and update records, and soft-delete (unlist) where supported, details in the API reference / Public API help.

Writing through Claude
Step-by-step Claude recipes for creating quotes or moving deals aren’t published here yet. Ask on a demo if you want that path. A person should still review before anything reaches a customer.

What that looks like

Live example

Illustrative session, fictional Acme MSP sample data only. Your agent talks to Salesbuildr over the Public API.

Agent ↔ Salesbuildr Example session

Try this prompt

Paste into Claude (or another HTTP-capable agent) after you wire the Salesbuildr Public API. Uses GET /quote (items), GET /quote-template, GET /quote-widget-template; optionally pricing-book, quote-discount-group, product. Fictional placeholders only.

How to try this with Claude →

See this with your stack

Book a short demo, explore how your agent of choice could work with Salesbuildr for this use case.

Book a demo All use cases