Simple add-on
Present one relevant next offer after acceptance.
Quote options and add-ons
Offer relevant add-ons after acceptance without changing the accepted quote
OfferAgent lets a business present relevant add-ons after the customer has accepted the original quote. A customer selection is stored as a pending post-accept request, not as a change to the accepted version. The seller reviews, applies or rejects it, and an approved selection creates a new quote revision that is priced, reviewed and sent through the ordinary workflow.
Add value without rewriting an accepted agreement
Extra needs often appear after acceptance, but the original accepted revision must remain intact and traceable.
How it works
- 01
Configure the post-accept offer
Create a simple add-on or a controlled choice with customer-facing content.
- 02
Accept the base quote
The customer first accepts the exact sent revision through the ordinary public flow.
- 03
Receive a pending selection
The customer's post-accept interest becomes visible to the seller without changing the accepted revision.
- 04
Create and send a new revision
Apply the selection idempotently, set its price and review the new revision before sending.
Product proof: accepted version preserved
The post-accept workspace separates the customer's pending selection from the new seller-reviewed quote revision.
Prerequisite: Requires Quote access, an accepted revision and a configured active post-accept offer.
Post-accept offer workspaceProduct flow
- 1Base revision accepted
- 2Customer selection pending
- 3New revision created for review
Open the signed-in product workspace
Sign-in and the correct plan are required. This link is not a public demo.
What this capability supports
Controlled customer choice
Offer predefined choices without allowing arbitrary product configuration.
Pending seller review
Show the selection in the quote list and detail view until it is applied or rejected.
New revision on apply
Preserve the accepted version and move approved additions into a separately reviewed revision.
Prerequisites and clear boundaries
OfferAgent states what the capability does and what still requires configuration, permission or a human decision.
- The customer does not change the price or scope of the already accepted revision.
- The public selection does not calculate a final live quote total.
- A seller must price, review and send the new revision before it becomes a new proposal.
Frequently asked questions
Does the add-on change the accepted quote?
No. The accepted revision remains unchanged and the applied selection creates a new revision.
Does the customer see a live recalculated total?
No. The seller sets and reviews pricing in the new revision before it is sent.
Can a selection be rejected?
Yes. A pending selection can be rejected without modifying the accepted quote.
Can the same selection be applied twice?
No. Apply and reject operations are idempotent and preserve the recorded outcome.