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Challenge

Build an Enterprise Quote and Approval Assistant

Build an agent that converts a sales request into a calculated quote with product lines, discounts, dates, and approval requirements. Let reviewers adjust the quote and inspect every pricing decision.

Business OperationsHosted by Vera
Challenge brief

What you are building

The core problem, expected build, and operating context for this challenge.

A deal desk preparing custom product quotes.

Build an agent that converts a sales request into a calculated quote with product lines, discounts, dates, and approval requirements. Let reviewers adjust the quote and inspect every pricing decision.

Sales request

Product price list

Proration and approval policies

Extract the requested products, quantities, and contract dates.

Calculate line totals using code and supplied pricing rules.

Identify discount or margin exceptions.

Generate a versioned quote and approval request.

A quote editor with line calculations, policy explanations, approval status, and an exportable quote.

Produce a quote with list price 3600, discounted price 2880, and a pending approval for the 20 percent discount.

A working local application with the specified review interface.

Source code, dependency lockfile, and setup commands.

A recorded end-to-end demo using the supplied starter data.

Example outputs, action logs, and automated tests.

These fictional records are a small development fixture, not a production dataset. Implement the mock services described in the brief.

```json { "request": { "product": "Support Suite", "seats": 10, "months": 12, "requested_discount_percent": 20 }, "price_list": [ { "product": "Support Suite", "monthly_seat_price": 30 } ], "policy": { "maximum_unapproved_discount_percent": 10 }, "approval": null } ```

Use fictional pricing rules. Do not issue binding quotes or infer real tax treatment. Choose an available model that supports your implementation. Record its identifier and version.

Review the complete application, not only the starter-case answers.

The quote shows list and discounted totals.

The discount exception requires approval.

Changing the quote invalidates approval of an older version. Add one normal case, one incomplete-input case, and one failure-recovery case.

Rules

Participation guide

Use fictional pricing rules. Do not issue binding quotes or infer real tax treatment.

Delivery guide

How work is evaluated

Evaluation

Review workflow completion, interface usability, evidence quality, and safe failure handling. No agent execution has been verified.

Submission format

A working local application with the specified review interface. Source code, dependency lockfile, and setup commands. A recorded end-to-end demo using the supplied starter data. Example outputs, action logs, and automated tests.

Datasets

Challenge datasets

Public datasets, plus the private datasets you have access to.

Learning goals

What you should walk away with

  • Extract the requested products, quantities, and contract dates.

  • Calculate line totals using code and supplied pricing rules.

  • Identify discount or margin exceptions.

  • Generate a versioned quote and approval request.

Resources and assets

Reference links and supporting material

Dataset notes

Supplied fictional starter records: Sales request, Product price list, Proration and approval policies. The overview includes the complete JSON bundle. Implement local mock services and extend the sample coverage.

Challenge setup

Configuration summary for this challenge.

Challenge input

Input details are not configured.

Pydantic AI

Typed Python agent framework.

Evaluated output

No output checks are configured.

Evaluation checks
  • No evaluation checks are configured.
Configured evaluation evidence
  • 1 public reference case
Configured runtime
  • 1 configured tool

Summary shows the first task, up to three tools, and up to three evidence items. Open the technical recipe to view all configured items.

View technical recipe

Configured tools

Orchestration
  • Pydantic AI ยท Optional

Evaluation contract

  • No evaluation checks are configured.

Reference cases

  • 1 public reference case

Workflow tasks

No workflow tasks are configured.

Recipe freeze marker

No recipe freeze time is recorded.

Frequently Asked Questions about Build an Enterprise Quote and Approval Assistant