Note to Quote
Paste meeting or discovery notes and get a structured Salesforce quote back — built from live org data, not a blank template.
Overview
Scoping notes usually die in a doc somewhere between the discovery call and the first draft quote. This closes that gap: notes in, structured PSQuote out, inside Salesforce.
Four ways to run it, depending on where your team already works.
Variations:
Discovery Notes to Quote — build a structured quote straight from call notes
Headless Change Orders — create a change order opportunity, quote, and before/after breakdown from live org data
Actuals-Based Scoping Check — audit a quote against past project actuals, catching scoping mistakes before they become a bad SOW
Slackbot Note to Quote — same flow, paste notes directly in Slack
Key capabilities
- Reads live org data through governed PSQuote tools via MCP
- Creates opportunities, quotes, and change orders in Salesforce
- Before/after comparison on change orders
- Validates scope against historical project actuals
- Available in Claude, Slack, or Agentforce
Related plugins
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Available
Executive Summary for Quote
Turn a finished quote into a one-page executive summary, with margin, contingency, and phasing risks flagged before it goes to review. AI & Automation -
Available
SOW and Proposal Generation
Turn an approved quote into a statement of work or a client-ready proposal deck, without rebuilding either by hand. AI & Automation
See Note to Quote on your own data.
A personalized tour, not a sales pitch.