RuleDeskKnow what needs you next.
A focused work dashboard brings deals, personal tasks, and the assistant together. Keep ordinary quote forms close at hand.
Your next deal, with less back and forth
Great sales work.
Clear commercial control.
Give your team an AI sales assistant and one place to prepare quotes, get approvals, and turn agreed terms into signed business.
14 days · No credit card · Your own company workspace
RuleDeskTodayExample workspace
Good morning, Alex
Let's move your deals forward.
Tom · Sales assistant
Prepare a quote for Northstar: 20 platform seats for one year.
Your draft is ready to review.Matched to your catalog. Pricing and approval requirements are calculated by your rules.
NORTHSTAR · EXAMPLE
Platform subscription
20 seats · 12 months
$24,000Draft for review
Catalog-backed pricingNothing sent to the buyer
From commercial agreement to acceptance
A clear path for every quote.
Keep the customer request, approved terms, and final documents connected through the whole deal.
- 01
Prepare
Start from a CRM deal, seller notes, or an email. Tom helps assemble the draft.
- 02
Check & approve
Calculate pricing, explain policy exceptions, and route the current revision for review.
- 03
Send & accept
Deliver a branded buyer page with typed or drawn acceptance and retained documents.
- 04
Keep CRM current
Return configured commercial outcomes and signed documents to the linked deal.
Meet Tom
A capable assistant.
A team still in control.
Help reps answer product questions, prepare quotes, and plan their next step with the knowledge in your workspace.
- Answers grounded in your catalog and published product knowledge
- Multilingual email and policy preparation, with a review step
- Reviewable proposals before changing deals or sending messages
- A name and enabled skills chosen by your company admin
Start with what you need
“What should I know before this customer meeting?”
Answer a product question with sources
Turn a customer email into a quote draft
Prepare a follow-up for my review
Example requests. Available skills depend on workspace settings and plan.
Built for the whole team
Simple for sales. Configurable for your company.
Set the way you sell.
Manage pricing, approval routes, branding, documents, customer emails, and the assistant from a dedicated administration area.
Review the right revision.
See the commercial terms and reasons for escalation. Changes invalidate stale approvals so decisions stay tied to the deal.
Test before you publish
Give policy changes a rehearsal.
Use an isolated Sandbox to test pricing, rules, approvals, and buyer journeys with synthetic data. Review configuration changes and test results before publishing supported changes to Live.
See how testing fitsILLUSTRATIVE POLICY TEST
Discount above 15%
- Test quote
- 20% discount
- Expected outcome
- Company-admin review
- Customer impact
- No live customer send
Review before publishing
Connected to your sales workflow
Your CRM stays part of the deal.
Start from HubSpot or Salesforce and keep the accepted commercial record connected.
Explore integrationsHubSpotSalesforce
Make your next quote easier
Bring your products.
Build your way of selling.
Explore the guided tour, or start a 14-day Growth trial.