How to Use ClickUp Quote Specialist AI Agent
The ClickUp Quote Specialist AI Agent helps your sales team turn opportunities into accurate quotes in minutes, directly inside ClickUp. This guide walks you through how to set it up, use it, and customize it for your sales process.
What the ClickUp Quote Specialist AI Agent Does
The Quote Specialist is a prebuilt AI Agent tailored for revenue teams. It focuses on transforming deal data into polished quotes using your own product and pricing information stored in ClickUp.
With this agent, you can:
- Generate structured sales quotes based on opportunity details
- Pull in relevant product and pricing data from your workspace
- Standardize quote formatting across your team
- Reduce manual work and response time for prospects
The agent works with your existing ClickUp records so you keep a single source of truth for revenue operations.
Preparing Your Workspace in ClickUp
Before using the Quote Specialist, make sure your workspace in ClickUp is organized to support accurate quoting.
Step 1: Organize Opportunities in ClickUp
Set up or review a space, folder, and lists for your opportunities so the agent can reliably read deal data.
- Create an Opportunities list or use your existing sales pipeline list.
- Ensure each opportunity is a task with clear naming conventions.
- Use custom fields for core deal details, such as:
- Deal value or budget
- Lead or account name
- Products or packages requested
- Close date and stage
Clean, consistent opportunity data in ClickUp allows the Quote Specialist to generate precise quotes.
Step 2: Structure Product and Pricing Data in ClickUp
The AI Agent relies on strong product and pricing records. Set these up as a structured database in ClickUp.
- Create a dedicated list for Products or Plans.
- Use one task per product, with fields such as:
- SKU or product name
- Base price and discount rules
- Billing frequency (monthly, yearly)
- Feature set or tier
Well-organized product data ensures that every quote generated by the agent reflects your current offers and pricing.
Setting Up the ClickUp Quote Specialist AI Agent
Once your workspace is prepared, you can start using the Quote Specialist from within ClickUp AI Agents.
Step 3: Access the AI Agents Library in ClickUp
From your workspace, open the AI Agents experience where prebuilt agents are listed. Look for the Quote Specialist agent in the revenue or sales-related category.
Because the agent is already configured for quoting, you do not need to build prompts from scratch.
Step 4: Connect the Agent to Your Data
To make the agent effective, connect it to the correct ClickUp lists and fields.
- Select the opportunity list you want the agent to read from.
- Confirm which custom fields represent pricing, products, and customer details.
- Map product records so the agent can reference them while building quotes.
These connections allow the Quote Specialist to dynamically pull in opportunity information and match it with your product catalog.
How to Generate Quotes with ClickUp Quote Specialist
After configuration, you can start creating quotes directly from your opportunities in ClickUp.
Step 5: Open an Opportunity Task in ClickUp
Navigate to the Opportunities list and open a task representing the deal you want to quote.
Verify that key fields are filled in, including:
- Prospect or account name
- Stage and expected close date
- Requested products or package
- Quantity or seats, if applicable
The richer the data on the opportunity, the more accurate the AI-generated quote will be.
Step 6: Invoke the Quote Specialist AI Agent
From within the task, launch the ClickUp AI interface and choose the Quote Specialist agent.
Provide a short instruction, for example:
- “Create a formal quote for this opportunity including pricing breakdown and term length.”
- “Draft a customer-facing quote with a summary of products and total annual price.”
The agent will read the opportunity details and your linked product data to generate a tailored quote.
Step 7: Review and Refine the Quote
Once the ClickUp agent returns the quote, review it for accuracy and tone.
- Check prices and discounts against your policy.
- Verify that all requested products are included.
- Edit any legal or commercial terms that must follow your company standards.
You can ask the agent to adjust the quote, such as changing billing terms, adding optional line items, or tailoring the language to a specific industry.
Customizing the ClickUp Quote Specialist for Your Process
You can refine how the Quote Specialist behaves to align with your internal quoting rules in ClickUp.
Step 8: Add Context and Instructions
Within the agent configuration, include guidance that matches your brand and policies, such as:
- Standard discount limits
- Preferred quote structure and headings
- Legal disclaimers or payment terms
These instructions help the AI Agent generate quotes that are closer to final version quality.
Step 9: Standardize Templates in ClickUp
Use ClickUp docs or task templates as containers for final quotes.
- Create a Quote Template doc with placeholders for customer, products, and pricing.
- Ask the Quote Specialist to fill the template rather than writing freeform text.
- Attach final quotes to the opportunity task for full deal history.
This keeps every quote consistent while allowing the agent to do the bulk of the writing and calculations.
Best Practices for Using ClickUp Quote Specialist
To get the most value from the ClickUp Quote Specialist AI Agent, follow these best practices.
- Keep product and pricing records up to date.
- Require sales reps to maintain accurate opportunity fields.
- Review the first few quotes carefully to fine-tune instructions.
- Use comments in tasks to collaborate on quote revisions.
Over time, the combination of structured data and clear agent guidance will reduce manual effort and speed up your quoting workflow.
Learn More and Connect ClickUp to Expert Services
For official details and the latest capabilities of the Quote Specialist AI Agent, refer to the product page at ClickUp Quote Specialist.
If you need help optimizing your workspace, integrating revenue operations, or scaling AI workflows around ClickUp, consider partnering with a consulting team such as Consultevo, which specializes in workspace design and automation.
By combining well-structured data, clear processes, and the ClickUp Quote Specialist AI Agent, your sales team can deliver faster, more accurate quotes and close deals with greater confidence.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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