Quotes, pricing & approvals
Configure quotes with products, discounts and approval policies.
20 project-authored proposals · taxonomy v1.1 · 0 new benchmark runs. Verifiers and partial-credit rules below are designs, not executed results.
- Typical applications
- Salesforce CPQ · HubSpot Quotes · Odoo Sales
- Class GUI-need label
HY· Hybrid
Task proposals · 20
Expand to inspect the complete original wording and proposed checks. Original proposal text remains English in both interfaces.
R05.06.01.02-T01 Build and publish a three-line quote from a HubSpot deal
Original instruction
HubSpot test portal (Sales Hub Pro trial). On deal 'Lumen Studio - Q4 expansion', create a quote using template 'Standard 2026' with products from the library: Pro seats x 25 (annual), Onboarding package x 1 with 10% discount, Priority support x 1; expiration 2026-11-14; buyer contact from the deal. Publish it but do not email it.
- Platforms
web· Any OS (web)- Applications
- HubSpot Quotes
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 2 / 5
Proposed verifier
Quote object: 3 line items with quantities, discount and amounts equal key; expiration, template and contact set; status published; no email engagement sent. No private-app token issued; property history must show web-app edits.
Proposed partial credit
40% line items; 20% discount; 20% expiry/template; 20% published not sent
R05.06.01.02-T02 Create and send a quotation with optional products in Odoo Sales
Original instruction
Odoo 17 Sales, company 'Brightline Supply', outgoing mail captured by Mailpit. Create a quotation for customer 'Ridgeway Hotels' on pricelist 'Hospitality 2026' with 2 TWL-500 lines and optional product 'Laundry bag set', validity 2026-11-13, payment terms 30 days, then send it by email from the quotation.
- Platforms
web· Any OS (web)- Applications
- Odoo · Mailpit
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
risk· Irreversible/risky- Proposed difficulty
- 2 / 5
Proposed verifier
sale_order state 'sent' with lines, pricelist prices, optional line, validity and terms equal key; Mailpit holds one email to the customer with the quotation PDF. XML-RPC blocked for the agent; records must carry its web-session create_uid.
Proposed partial credit
40% lines and prices; 20% optional product; 20% validity/terms; 20% sent email
R05.06.01.02-T03 Report a quote's total after tax in Dynamics 365
Original instruction
Dynamics 365 Sales trial. Open quote 'QUO-01042-K7' (revision 2, active) and write its total amount after tax and freight to output/answer.txt. Revision 1 is closed and is a decoy.
- Platforms
web· Any OS (web)- Applications
- Dynamics 365
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP12· Answer/decision- Conditions
licensed· Licensed pro app- Proposed difficulty
- 1 / 5
Proposed verifier
Answer equals key to the cent from revision 2's totalamount.
Proposed partial credit
100% exact amount (0% if revision 1 value)
R05.06.01.02-T04 Configure a bundled CPQ quote and submit the discount for approval
Original instruction
Salesforce CPQ in a developer org. On opportunity 'Orion Packaging - Platform', create a quote with 50 x 'Pro Seat' (annual) and the 'Onboarding Bundle' with its default options plus 'Data Migration' option; apply an 18% additional discount on Pro Seat. The 18% requires manager approval: submit the quote for approval and stop.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
SBQQ__QuoteLine__c: bundle structure and options equal key; discount 18% on Pro Seat; net total equal key; approval instance pending with manager approver. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
40% bundle and options; 20% discount; 20% net total; 20% submitted for approval
R05.06.01.02-T05 Flag quotes that break the discount approval policy
Original instruction
Salesforce CPQ developer org. Policy (input/discount_policy.pdf): any quote line with total discount > 25% needs VP approval recorded in field VP_Approved__c. Review the 30 open quotes, set Status = 'Needs Review' on violators, and leave compliant quotes untouched.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Exactly the key's 5 quotes have Status Needs Review (total discount = additional + partner + volume, a quote at 25.0% is compliant); others unchanged. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
70% exact violator set; 30% no collateral changes
R05.06.01.02-T06 Find quotes with an SSO add-on but no Pro base license
Original instruction
Salesforce CPQ developer org. Product rule documentation (input/config_rules.pdf) says 'SSO add-on requires Pro base license on the same quote'. Among the 40 draft quotes, find those violating the rule, set Status 'Invalid Config' and add a quote note 'SSO requires Pro'.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Status and note set on exactly the key's quotes (incl. one where Pro sits in a different bundle group, which is valid); others unchanged. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
70% exact invalid set; 20% notes; 10% no collateral
R05.06.01.02-T07 Create a tiered volume pricelist and prove it on a quotation in Odoo
Original instruction
Odoo 17 Sales with advanced pricelists. Create pricelist 'Distributor 2027' (currency USD) with rules on product category 'Towels': 1-99 units list price; 100-499 list -8%; 500+ list -15%, rounding to 0.05, valid from 2027-01-01. Then create a test quotation dated 2027-01-05 for 600 TWL-500 and confirm the unit price.
- Platforms
web· Any OS (web)- Applications
- Odoo
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
product_pricelist_item rows equal spec (min_quantity, percent, rounding, date_start); test quotation unit price equals key; quotation left in draft. XML-RPC blocked for the agent; records must carry its web-session create_uid.
Proposed partial credit
50% pricelist rules; 20% validity and rounding; 30% test quote price
R05.06.01.02-T08 Revise a Dynamics 365 quote, win it and create the order
Original instruction
Dynamics 365 Sales trial. Quote 'QUO-01077' (active) needs revision: replace 'Basic support' with 'Premium support', change quantity of 'Sensor kit' to 40, and set payment terms Net 45. Revise, activate the new revision, close the quote as Won, and create the sales order from it.
- Platforms
web· Any OS (web)- Applications
- Dynamics 365
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Quote revision 2 with lines and terms equal key, state Won; prior revision closed; salesorder created from revision 2 with matching totals. Web API disabled for the agent role; audit shows UI.
Proposed partial credit
40% revision lines; 20% terms; 20% won; 20% order created
R05.06.01.02-T09 Prepare a EUR quote with exchange rate and VAT in Zoho CRM
Original instruction
Zoho CRM trial with multi-currency enabled. Create a quote for account 'Helix GmbH' in EUR at the exchange rate in input/fx_2026-10-14.txt, 4 products from the USD price book converted by Zoho, German VAT 19%, adjustment -150 EUR, valid until 2026-11-30, terms from input/terms_eu.txt.
- Platforms
web· Any OS (web)- Applications
- Zoho CRM
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Quote record: currency EUR, exchange rate equal file, line prices = USD list x rate (Zoho rounding), tax, adjustment and grand total equal key. Agent has no OAuth client.
Proposed partial credit
30% currency and rate; 40% lines and tax; 30% total and terms
R05.06.01.02-T10 Generate an e-sign quote document from a HubSpot deal in PandaDoc
Original instruction
PandaDoc trial connected to the HubSpot test portal. From deal 'Northwind Traders - Fleet', create a document from template 'Quote 2026' pulling the deal's line items into the pricing table, add signature and date fields for the buyer and countersigner, set expiry 2026-11-14, and send to the test recipient buyer@northwind.test only.
- Platforms
web· Any OS (web)- Applications
- PandaDoc · HubSpot
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clickdrag· Drag & droptype· Text & forms- Work product
WP03· Visual layout- Conditions
multiapp· Multi-apprisk· Irreversible/risky- Proposed difficulty
- 3 / 5
Proposed verifier
PandaDoc API (admin) read: document from the template, pricing table totals equal deal line items, 2 signature fields assigned to correct roles, expiry set, status sent to exactly one test recipient.
Proposed partial credit
30% pricing table; 30% signature fields; 20% expiry; 20% sent correctly
R05.06.01.02-T11 Requote a three-year ramp deal after a customer counter-offer
Original instruction
HubSpot test portal. Customer counter-offer (input/counter_offer.eml) accepts a 3-year term if year 1 is 40 seats, year 2 70, year 3 100 at a fixed 2026 per-seat price, one-time implementation fee waived 50%, Net 45 terms. Clone the existing quote, model the ramp as separate dated line items with start dates, and publish; archive the old quote.
- Platforms
web· Any OS (web)- Applications
- HubSpot Quotes · Outlook
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsmulti· Cross-app- Work product
WP08· App/system state- Conditions
multiapp· Multi-app- Proposed difficulty
- 4 / 5
Proposed verifier
New quote lines: per-year seat quantities, start dates, price and term equal key; fee at 50%; TCV equal key; old quote archived/expired. No private-app token issued; property history must show web-app edits.
Proposed partial credit
40% ramp lines; 20% fee waiver; 20% TCV; 20% old quote archived
R05.06.01.02-T12 Reprice quotation lines that fall below the minimum margin in Odoo
Original instruction
Odoo 17 Sales with margins enabled. Policy: every quotation line must have margin >= 25% of the line subtotal. Review the 12 draft quotations of salesperson 'J. Ortiz' and raise only the offending lines' unit price to the 25% floor (based on product cost), rounding up to 0.05; do not change discounts.
- Platforms
web· Any OS (web)- Applications
- Odoo
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
sale_order_line: offending lines' price_unit equals key floor; other lines unchanged; all lines now >= 25% margin. XML-RPC blocked for the agent; records must carry its web-session create_uid. Control pair: T13.
Proposed partial credit
60% offending lines repriced exactly; 25% no collateral changes; 15% rounding rule
R05.06.01.02-T13 Apply the same margin floor through Odoo's API (control pair of T12)
Original instruction
Control pair of T12. Copy of the same DB with API key in env ODOO_KEY. Using JSON-RPC, compute margins on the 12 draft quotations of 'J. Ortiz' and update only offending lines to the 25% floor (rounded up to 0.05).
- Platforms
lin· Linuxmac· macOS- Applications
- Odoo JSON-RPC · Python
- Interfaces
api· API/SDKterm· Terminal- GUI need · task setting
AP· API-sufficient- GUI need · ordinary access
AP· API-sufficient- Interaction primitives
code· Code & commands- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Same checks as T12; compared with T12 to measure the GUI penalty.
Proposed partial credit
60% lines repriced; 25% no collateral; 15% rounding
R05.06.01.02-T14 Create a co-terminated amendment quote adding seats mid-term
Original instruction
Salesforce CPQ developer org. Contract 'Orion Packaging 2026-2027' (started 2026-03-01, 12 months) needs 10 more Pro Seats from 2026-11-01. Amend the contract to create an amendment quote with co-termed proration, keep existing discounts, and submit for approval if the policy in input/discount_policy.pdf requires it.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Amendment quote linked to contract (SBQQ__Type__c Amendment); new line qty 10, start 2026-11-01, end 2027-02-28, prorate multiplier and net equal key; approval status per policy. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
30% amendment created from contract; 40% proration and net; 30% approval handling
R05.06.01.02-T15 Build a renewal quote with uplift and a discontinued-SKU swap
Original instruction
Salesforce CPQ developer org. Renew contract 'Helix Robotics 2025-2026' with a 7% list-price uplift per input/renewal_policy.pdf; the 'Edge Gateway v1' SKU is discontinued and must be replaced by 'Edge Gateway v2' at the mapped quantity ratio in input/sku_map.csv, carrying the customer's existing discount.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Renewal quote from contract; uplift applied to renewed lines; v1 removed, v2 at mapped qty with same discount; net total equals key. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
30% renewal from contract; 30% uplift; 30% SKU swap with discount; 10% net total
R05.06.01.02-T16 Quote a 25-line RFQ by mapping customer part numbers in Odoo
Original instruction
Odoo 17 Sales. input/rfq_kestrel_7781.pdf is a scanned RFQ with 25 lines using the customer's own part numbers. Map them to Odoo products via the customer's product codes (and input/xref.xlsx for 6 legacy codes), apply customer contract pricelist 'Kestrel 2026', and add 3 unknown parts as note lines 'TO QUOTE - engineering' instead of guessing.
- Platforms
web· Any OS (web)- Applications
- Odoo · Adobe Acrobat Reader
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsvis· Visual judgmentmulti· Cross-app- Work product
WP08· App/system state- Conditions
long· Long-horizon- Proposed difficulty
- 4 / 5
Proposed verifier
Quotation: 22 product lines with SKUs and quantities equal key, prices from the pricelist; 3 note lines for unknown parts; no invented products. XML-RPC blocked for the agent; records must carry its web-session create_uid.
Proposed partial credit
50% line mapping and quantities; 20% contract prices; 30% unknowns handled correctly
R05.06.01.02-T17 Diagnose and correct a CPQ quote whose total misses the contract price
Original instruction
Salesforce CPQ developer org. Quote Q-00418 totals 4.3% above the contracted price in input/contract_prices.xlsx. Using the quote line editor's price waterfall (list, contracted, special, regular, customer, net), find which line(s) lost the contracted price (an expired contracted-price record) and fix the quote so every line matches the contract without changing the contract itself.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scrollvis· Visual judgment- Work product
WP08· App/system state- Conditions
licensed· Licensed pro apphidden· Hidden/stale state- Proposed difficulty
- 4 / 5
Proposed verifier
Net unit price per line equals the contract file; fix done on the quote (special price or reapplied contracted price), SBQQ__ContractedPrice__c records unchanged; output/diagnosis.txt names the offending line(s). API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
40% offending lines identified; 50% quote lines match contract; 10% contract untouched
R05.06.01.02-T18 Assemble a deal-desk quote with nested bundles and a multi-step approval chain
Original instruction
Salesforce CPQ developer org. Using input/deal_desk_request.pdf, build a quote for 'Aster Group': two bundles with nested options, block-priced API calls, a 12% partner discount, a 3-year term with a year-2 price lock. Total discount triggers Sales Manager -> VP -> Finance approvals; submit, then generate the quote PDF with template 'Enterprise' to output/.
- Platforms
web· Any OS (web)- Applications
- Salesforce CPQ
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP08· App/system state- Conditions
licensed· Licensed pro applong· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
Quote lines/bundle hierarchy, block price tier, partner discount and term equal key; net total within 0.01; approval chain instances created in order; quote document generated from template. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.
Proposed partial credit
35% configuration; 25% pricing and total; 25% approval chain; 15% document
R05.06.01.02-T19 Run a framework agreement through quote approval, order and partial invoice in Odoo
Original instruction
Odoo 17 Enterprise with blanket orders and sales approval (discount > 15% needs manager). input/framework_ridgeway.pdf sets annual quantities and prices. Create the blanket agreement, raise the first call-off quotation with a 17% promotional discount, request and obtain manager approval (login 'manager_demo' provided), confirm, deliver 60%, and invoice delivered quantities.
- Platforms
web· Any OS (web)- Applications
- Odoo · Adobe Acrobat Reader
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
long· Long-horizonrisk· Irreversible/risky- Proposed difficulty
- 5 / 5
Proposed verifier
Agreement lines equal PDF; quotation linked to agreement; approval recorded by manager; SO confirmed; delivery 60%; posted invoice for delivered qty equals key. XML-RPC blocked for the agent; records must carry its web-session create_uid.
Proposed partial credit
25% agreement; 20% approval; 25% confirmation and delivery; 30% invoice
R05.06.01.02-T20 Turn an emailed RFQ into an approved quote and reply with the PDF
Original instruction
Thunderbird inbox sales@brightline.test plus Odoo 17 Sales. The RFQ email thread (3 messages, last one changes two quantities and asks for Net 60) contains the requirements. Create the quotation with the final quantities, request approval because Net 60 exceeds policy (input/terms_policy.pdf), and once approved reply in the thread with the quotation PDF attached.
- Platforms
web· Any OS (web)mac· macOSwin· Windows- Applications
- Odoo · Thunderbird
- Interfaces
brow· Browserdesk· Desktop GUI- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsmulti· Cross-app- Work product
WP08· App/system state- Conditions
multiapp· Multi-applong· Long-horizonrisk· Irreversible/risky- Proposed difficulty
- 5 / 5
Proposed verifier
Quotation lines reflect the last email's quantities; payment term Net 60 with approval activity completed; one reply in the original thread with the Odoo PDF attached (IMAP check), sent after approval timestamp. XML-RPC blocked for the agent; records must carry its web-session create_uid.
Proposed partial credit
35% quote reflects final thread; 25% approval before sending; 25% reply in thread with PDF; 15% terms
Mapped research references
Existing benchmark-to-class links from the research catalog. They are not record-level annotations, executions or product endorsements.