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Create Quotes and Close Deals

User Persona Sales
Use Case Readiness Early

Buyer asks about pricing. Rep scrambles for answers. Deal stalls. 

Let Breeze answer buyer questions instantly, so deals can keep moving.

Quote view – Closing Agent (1)-1

Answer Buyer Questions Before They Slow You Down

The largest deals can take the longest when buyers can't get fast answers about pricing, discounts, or terms. Closing Agent gives buyers instant, accurate responses to detailed questions about your quotes, so they have clarity and confidence to sign.

Start by having Closing Agent handle buyer questions in real-time. Add the RFP Agent to auto-fill proposal responses using your past answers. Then use Breeze Assistant to generate quote cover letters and adjust line items in plain language. 

Learn more

Starter, All Products

Get Started with Closing Agent

Give your buyers instant answers, and close deals faster.

Step 1 - Create the Closing Agent

In your HubSpot account, go to Breeze, then Marketplace. Search for Closing Agent, then click it. Click Add Agent, then Create Agent. 

Step 2 - Set Up the Closing Agent

In the Agent name field, enter a name for the agent. This name will appear in the live chat window. Click Next. Select the handoff inbox where users go if the agent can't answer their question.

Step 3 - Add Knowledge Sources and Supporting Files

Knowledge sources give your agent the information it needs to respond to users. Click Add files or Add public URL to upload supporting documents like product specs, comparison sheets, case studies, and terms of service. 

Step 4 - Activate Closing Agent

Once the agent is created, activate it for use on quotes. In your HubSpot account, go to Commerce, then Closing Agent. Click Activate agent. 

Step 5 - Deploy and Monitor

Activate Closing Agent on your buyer-facing channels. Monitor its responses to verify accuracy and adjust your source files as pricing or terms change.

Turn it on. Watch it work.

Once connected, buyers get instant answers on their quotes, including pricing, discounts, and terms, without waiting on a rep. Every response pulls from your actual knowledge sources.
Start setup now

What to expect:

  • Buyer quote questions answered instantly

  • RFP responses auto-filled from past answers

  • Quote cover letters generated in seconds

Every hour a buyer waits for an answer is an hour they spend talking to someone else. Use these tools to stop making them wait. 

Go Deeper with More Breeze Tools

Once Closing Agent is handling buyer questions, add these tools to speed up proposals and quotes. 
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Starter, All Products

RFP Agent

Auto-fills requests for proposals using your past responses and connected knowledge sources. Flags items that need custom responses, so your team focuses only on the questions that require human judgment. Use it when responding to formal RFPs that would otherwise take hours of copy-pasting.
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Free, All Products

Breeze Assistant

Generates quote cover letters and adjusts line items using plain language. Ask it to "Add a 10% volume discount" or "Write a cover letter for this quote." Use it to handle the writing and formatting that slows down the last mile of a deal.