of buyers have had a deal delayed or canceled by pricing, packaging, or contract issues.
Source: Gartner, 2025The problem
Good deals get stuck waiting.
A request comes in. Someone checks the CRM, price book, ERP, and inventory. Then it waits for approval while the customer waits for an answer.
of manufacturers and distributors take a day or more to turn a request into a quote.
Source: Survey of 200 B2B manufacturers, 2025return-on-sales uplift, reported by three in four companies that automated pricing and quoting.
Source: Simon-Kucher, 2026How it works
Ask. Review. Send.
You ask your own assistant. It follows the playbook your company published, shows what it used, and stops where your rules say a person decides.
# deal-deskAshcroft Climate · Quotes, exceptions & approvals
1 reply
NerdQuote Standard v3 · your published playbook
connectedWhat it follows
Three things you settle once.
Your team's assistant reads all three before it drafts anything.
The same quote, whoever picks it up
The steps, in the order your team does them. Settled once, so the tenth request is worked like the first.
Trust
Your rules stay in charge.
Nerd holds the rules. Your systems keep the records, your own assistant keeps what it knows about you, and your team keeps the decision.
No system access
Nerd holds your rules, not your records.
Existing permissions
Your assistant reaches your systems as each person already can.
NerdDeal Desk
Draft first
Work is prepared before it is shared.
Human approval
Your team decides what goes out.
Getting started
Set it up once.
Most teams have never written this down. That is the normal case, and it is where setup starts.
- Answer some questions
Your assistant asks how your team does the job. If you have it written down anywhere, it reads that instead.
- Fix what it got wrong
Steps, sources, required facts and wording, drafted for you to correct.
- Publish, then use it
Every exception can improve it. A leader decides what becomes policy.
It will not invent a threshold or a rule you did not give it. Anything it cannot find, it asks you.
From the founder
Built to keep sales human.
I spent seven years building Salesforce and customer self-service products. Quote requests still sent sellers hunting across systems: customer terms in one place, pricing in another, inventory somewhere else, and approvals buried in a thread.
Now AI is showing up in those tools. It can help prepare a quote, but it doesn't automatically know which source to trust, which rules to follow, or when to stop for approval.
I'm building Nerd to be the deal desk expert your AI can ask. A company publishes its playbook; Nerd gives their AI the steps, source rules, and approval path. With the seller's existing access, their AI can prepare a draft and flag what's missing or needs approval. The seller reviews and decides what goes out. Customer records stay in their existing systems.
FAQs
Questions, answered.
How Nerd works, who it works for, and what it takes to start.
Nerd holds how your company does a job: the steps, the source each fact has to come from, what the document must contain, and which approval it needs. The assistant your team already uses asks Nerd, and follows it.
Any assistant that can add a remote connector. Today that is Claude, ChatGPT, Microsoft 365 Copilot and Gemini Enterprise, and it is the same Nerd and the same address in each one. On a business or enterprise plan your workspace administrator is the one who adds it.
Nerd works with the internal teams responsible for getting a deal right: sales, deal desk, RevOps, pricing, operations, and finance. It is most useful when answering one request means checking several systems, documents, and approval rules.
No. Nerd works behind the scenes, inside the assistant your team already uses. It has no inbox, no chat presence and no way to reach a buyer. Your team remains the customer-facing voice.
Nerd starts with quote work. It holds the steps a request goes through, the source each fact has to come from, what the output must contain, and which approval it needs before it goes out. The same shape covers the next job a company decides to teach it.
A copilot helps inside one product. A general agent gives you tools to build with. Nerd keeps the deal-desk workflow consistent across your team's AI conversations: the same process, the same sources, the same approvals, whoever is asking and whenever they ask.
That is the setup rather than a customisation project. Someone records how your team already does the job, reviews the playbook Nerd proposes from it, and publishes it. Different fields, pricing sources, documents, roles and approval paths are what a playbook is for.
That is normal. Product specs may sit in PDFs, prices in spreadsheets, and exceptions in someone's head. Nerd holds the rule for which source wins and what to do when two disagree: ask, stop, use once, or propose a correction. You do not need a data migration before finding value.
Get in touch and tell us about one real quote workflow; a person replies. Once your workspace is set up, connect Nerd to the assistant your team uses and turn that workflow into a reviewed playbook. If your company runs its assistant on a business or enterprise plan, adding a connector is something the workspace administrator does, so bring them in early.
Nerd takes no action at all. It answers questions about how your company does the job. Your own assistant does the reading and writing, under each person's existing permissions, and a person still approves anything that commits.
Get in touch and we will give you a number for a team your size. We are setting pricing with the first teams using Nerd, so there is nothing published yet, and nothing to commit to before you have seen it work.
Your assistant remembers you: your wording, your habits, what you asked it last week. What it cannot know is how your company does the job, because that was never in your conversation. Nerd holds the company layer, so the steps, the sources and the approvals are the same whoever is asking. The two do not compete. Your own memory stays yours, and the playbook is shared.