Quote Maker — Source Priority and Pricing Intelligence

How the bot decides which price to use

When a visitor asks for a quote, the bot searches all your connected data sources simultaneously and ranks results by relevance. Here is the exact priority order:

1. Live platform APIs (Shopify, BigCommerce, WooCommerce, Magento) — if a live integration is connected and active, the bot fetches real-time pricing and inventory directly from the platform. These prices always win over indexed data.
2. Uploaded price lists and documents (CSV, Excel, PDF) — if you've uploaded a price list, the bot searches it for matching products. More specific and structured data ranks higher than scraped pages.
3. Scraped website content — product pages crawled from your website. These are used when no live integration or uploaded price list covers the product.
4. KB articles — if you've written KB articles with pricing information, the bot can reference them.

Making one source more authoritative

The bot uses semantic relevance scoring. The more specific and structured your data, the higher it ranks:

• Upload a dedicated price list CSV with SKU, name, price, and description columns — this outranks a general scraped product page
• In KB articles, include exact product names and prices under clear headings — the bot treats headings as strong signals
• Avoid duplicate pricing across sources if they differ — the bot may pick either one. Use suppression to hide outdated sources.

Index names — what your bot searches

Your bot searches multiple virtual indexes within a single shared index. Each data source has its own index name:

You don't configure these directly — they're activated automatically when you connect an integration or enable a feature. All active indexes are searched together on every query.

Quote output format

When the bot generates a quote, it produces:

• A formatted markdown quote shown in the chat window with line items, quantities, unit prices, and totals
• Subtotal, tax (at your configured rate), discount, and grand total
• Quote number, validity period, and customer details (collected during the conversation)
• A Saved Quote record in your admin portal (Bot Settings → Quote Maker → Saved Quotes) that agents can view, mark sent, or export

The PricingSource field on each saved quote shows where the price came from: shopify, bigcommerce, indexed, manual, or mixed (multiple sources used).

Native estimate/quote records in CRM platforms

For CRM integrations that have their own quote or estimate objects, the bot can create native records directly:

• NetSuite — the netsuite_create_quote skill creates a real Estimate record in NetSuite with line items, close date, and memo. The netsuite_get_estimate skill retrieves existing estimates by ID. This uses NetSuite's native estimate type — not just a price calculation.
• HubSpot — the hubspot_create_deal skill can attach quote line items to a deal.
• Dynamics 365 — the dynamics365_create_quote skill (Sales package) creates a native quote record with opportunity linkage.
• Salesforce — similar native quote creation via the Salesforce Skills package.

When a CRM integration is active, the bot is smart enough to prefer the CRM's native quote/estimate field values (such as NetSuite's negotiated price or Dynamics 365 quote line discounts) over recalculating from raw catalog prices.

Configuring pricing rules

Go to Bot Settings → Quote Maker to configure:

• Default markup or discount percentage
• Tax rate
• Volume tiers (quantity-based discounts)
• Per-SKU price overrides
• Quote validity period
• Quote header and footer text
• Currency

These rules apply on top of whatever price the bot finds in the index or live platform. Platform live prices take precedence over the base price, but your markup/discount rules still apply on top.