What the sales agent does
- Builds a proposal from the price list and discount rules.
- Answers product questions with the company's own sheets.
- Checks whether a concession is inside the discount matrix.
- Prepares the next step from the deal script.
What goes into the sales brief
- Product sheets and limits.
- Price list and discount matrix.
- Scripts and allowed claims.
- Delivery terms sales is allowed to state.
What an answer looks like
The proposal shows the price, the terms, and the brief clause they came from. A claim outside the allowed list is not added.
Questions about the sales agent
Does the agent set a discount on its own?
It applies a discount only within the matrix in the brief.
Where does the product description come from?
From the company's sheets, not from a generic category description.
Can it use special terms for one customer?
Yes, when those terms are written into the deal brief or the company rules.
What does a sales lead see?
The same source: which price-list row or script line was used.