• STATUS
  • LISTS
  • HUMAN
  • ACTION

How to check quote status with your AI agent

Connect DealHub CPQ once. After that, your agent can pull live cloud logs to tell you exactly when a prospect opens or signs a quote.

Ask AI about this page

Short answer

Can I see if a quote has been viewed or signed?

Yes. Your agent pulls real-time cloud logs from DealHub CPQ to check the status of any quote. You'll see exactly what's happening with your documents through the following breakdown.

The outcomes.

Where your data lands.

The agent translates your questions into direct requests to the DealHub CPQ cloud.

STATUS

Live quote updates

The agent checks the logs to tell you if a quote is pending, viewed, or signed. You get the current state immediately.

LISTS

Quote summaries

The AI can pull a list of recent quotes to give you a high-level view of your pipeline. It organizes the data for you.

HUMAN

Manual edits

If you need to change a price or a line item, you'll have to use the DealHub dashboard. The AI only reads status data.

ACTION

Follow-up timing

Once the AI confirms a quote was viewed, you'll know exactly when to reach out. It provides the context for your next move.

The workflow

What your AI does when you ask for status.

The agent acts as a bridge between your chat interface and the DealHub CPQ cloud logs.

  1. Find the quote

    The agent looks at your request to find the specific quote ID or name you're asking about.

    list_quotes

  2. Pull cloud logs

    The agent reaches into the DealHub environment to grab the latest activity logs for that quote.

    get_quote_status

  3. Check view status

    The agent parses the log data to see if the prospect has opened the document.

    get_quote_status

  4. Check signature status

    The agent checks the logs to confirm if the signature is complete.

    get_quote_status

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Swap the bracketed names for your actual quote IDs or client names.

DealHub Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — DealHub capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dealhub-cpq-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/mcp"
    }
  }
}
Copy into chat04

  • Check the status of quote Q-99281.

  • Has the quote for Acme Corp been viewed yet?

  • List my most recent quotes from this morning.

  • Did the client sign the quote sent to Sarah Jenkins?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DealHub CPQ once, then ask.

One connection is all it takes. Your credentials stay encrypted on our side, and you can start chatting with your data right away.

Connect DealHub CPQ to your AI

FAQ

How this task behaves

  • 01

    Can the AI change the price on a quote?

    No. The AI can only read the status and list existing quotes. You must use the DealHub dashboard to make any edits.

  • 02

    Does the AI see all my quotes?

    Yes, the agent can access any quote within the DealHub CPQ environment that your connected account has permission to see.

  • 03

    Can I ask the AI to send the quote to a client?

    No. The current tools only allow the AI to check status and list quotes. It cannot trigger outgoing emails.

  • 04

    How real-time is the status update?

    The status is as real-time as the DealHub cloud logs. The agent pulls the most recent data available at the moment you ask.

  • 05

    Can the AI delete a quote?

    No. The AI has no capability to delete or remove records from DealHub CPQ.

  • More questions about DealHub CPQ? The Connector page answers them. See everything the DealHub CPQ Connector can do

Connect DealHub to Claude, Cursor, ChatGPT & more