Build and query customer quotes with a Tines agent
Describe a customer's solution needs and let a Tines agent find matching products in Salesforce, check inventory in Xero, and create draft quotes. The agent handles product filtering, stock verification, and account/contact lookup automatically.
Tools
Created by
Ana Vedoveli
How it works
Import this story to your tenant, from where you can adapt it to meet your unique needs.
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