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Create a quote from your price list

A quote with the right products, quantities, discounts and terms in your CRM, sent after your OK.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Read the client's request in request and the prices and discount rules in price list url. Create a quote in HubSpot on the deal for company, with each product, the quantity, the list price and the discount. Use only the discounts in the price list, and give at most max discount in total. Set the quote to expire in 30 days, and add the payment terms from the price list. Show me the quote, and ask me before you send it to the client.

  • It works in HubSpot and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
requestThe client's request: an e-mail subject or a short descriptionE-mail from Lena Brandt: 'Quote for 40 seats and onboarding'
price list urlThe Google Sheet with your prices and discount ruleshttps://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit
companyThe company name of the deal in HubSpotBrandt & Sons Engineering
max discountThe largest total discount you allow15%

What you get back

An example run with the example values above. Your run uses your own data.

Quote Q-2026-0412 for Brandt & Sons Engineering (draft)

ProductQtyList priceDiscountTotal
Team plan, yearly40 seats288 EUR10% (volume, 25+ seats)10,368 EUR
Onboarding package11,500 EUR0%1,500 EUR

Total: 11,868 EUR, VAT not included. Total discount: 8.8%

Terms: net 30, paid yearly in advance. Expires on 27 November 2026.

Waiting for your approval to send.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 4 blanks

    Type request, price list url, company and max discount. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Read the client's request in E-mail from Lena Brandt: 'Quote for 40 seats and onboarding' and the prices and discount rules in https://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit. Create a quote in HubSpot on the deal for Brandt & Sons Engineering, with each product, the quantity, the list price and the discount. Use only the discounts in the price list, and give at most 15% in total. Set the quote to expire in 30 days, and add the payment terms from the price list. Show me the quote, and ask me before you send it to the client."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Create a quote from your price list" template with request = E-mail from Lena Brandt: 'Quote for 40 seats and onboarding'; price list url = https://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit; company = Brandt & Sons Engineering; max discount = 15%.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Read the client's request in E-mail from Lena Brandt: 'Quote for 40 seats and onboarding' and the prices and discount rules in https://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit. Create a quote in HubSpot on the deal for Brandt & Sons Engineering, with each product, the quantity, the list price and the discount. Use only the discounts in the price list, and give at most 15% in total. Set the quote to expire in 30 days, and add the payment terms from the price list. Show me the quote, and ask me before you send it to the client."
  }
}

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