Quote source of truth
Keep quote lifecycle, share links, analytics, and acceptance state inside AgentHouse while syncing commercial records to Salesforce.
Commercial operations
AgentHouse · DealDesk
Create commercial offers from Salesforce opportunities, manage optional positions, validate Word placeholders, and share live quotes with customer acceptance tracking.
Sign in
Template control
Use the built-in system template or inspect custom Word placeholders and repeat markers before publishing a customer-facing offer.
Live customer view
Share protected links, let customers toggle options, download a generated PDF, and accept with a stored audit snapshot.