Creating a Quote in the Nue MCP App

this walkthrough runs one deal end to end inside claude find the customer, create the opportunity, price and preview the quote, commit it, route it through approvals, generate the order form, and prepare it for e signature every screenshot is a real run against a nue sandbox tenant the whole thing starts with one sentence create a new quote what you need first the nue connector added and authorized in claude — see connecting claude to the nue mcp app docid\ vp4rbvx71bhosahzez7dg a role that can quote this walkthrough is the sales representative motion; the tools it uses are visible to that role out of the box what your assistant can see follows your roles — see tool visibility docid\ hocovbi8ggq7v04u981gd for the approvals steps, the approval management permissions granted — see the note in step 6 docid\ bu9rz9o51wbpnlmoeqqj0 they ship granted to no role a sandbox tenant the first time this creates real records 1\ pick the customer nue answers the opening request by looking up the customers you can see and rendering them as a card — a table with a select button on each row, not a list you have to retype the matching customers card, with a select button on each row click select , or just name the account in your reply either way nue then asks only for what it genuinely can't infer — the opportunity, the price book, and the products with quantities and dates fill, don't interrogate nue parses everything it can from your message and from sensible defaults, then asks one question about what's actually missing putting the details in your first message — "smart revenue inc , new opportunity, default price book, 50 platform users on a 12 month term" — skips most of the back and forth 2\ approve the first tool call before anything reaches nue, claude shows you the tool it wants to run, which connector it belongs to, and the full request payload claude's approval prompt for a nue tool, showing the server name and request body choose allow once while you're learning the flow always allow is reasonable for read only lookups you'll hit constantly; keep write tools on a per call approval 3\ create the opportunity supply the opportunity name, close date, and stage, and the quote details in the same breath opportunity "smart revenue platform expansion 2026", close date 2026 12 31, stage proposal/price quote products nue platform qty 50 and nue on salesforce qty 25 quote name "smart revenue platform expansion", start today, 12 month term run the preview the opportunity is created and confirmed on its own card the opportunity created successfully card showing name, close date, and stage 4\ preview the quote before anything is saved the quote tool runs twice in this flow — once to preview, once to commit the difference is a single field in the request, and you can see it in the approval prompt the approval prompt for lcm createnewquote with commit set to false read commit in the payload "commit" false prices the quote and writes nothing "commit" true saves it the tool name is identical in both cases, so the payload is what tells you which one you're approving the preview comes back as a full quote card — line items, terms, dates, and the real calculated total, straight from nue's pricing engine the quote preview card with line items, list total, and the all set, create quote button nothing has been saved at this point this is the moment to check the things a model shouldn't decide silently — and nue will flag them for you in this run it called out that it had used the user/month unit of measure (each product's catalog default) when user/year pricing also existed for the same sku, and that a second price book carried identical pricing both change the number both are worth a look before you commit 5\ commit the quote click all set, create quote the button doesn't fire the tool — it drafts the instruction into your message box and waits for you to send it the card cta drafts "create the quote with commit true" into the composer read the drafted text, send it, and approve the tool call — this time with "commit" true the quote is saved, and the card confirms it with an edit line items link straight into nue's quote line editor, for anything easier to do in the grid the quote created successfully card with an edit line items deep link 6\ preview the approval path the approvals tools need granting first approval management is licensed and permissioned on its own, and its four permissions — view approval processes , view approvals , submit approvals , act on approvals — are granted to no role as shipped until an administrator grants them on the roles page, the approvals tools sit at not permitted and your assistant behaves as though they don't exist system administrator is the exception, because it holds every function see tool visibility docid\ hocovbi8ggq7v04u981gd ask for approvals before submitting preview the approvals for this quote, then submit it for approval the approval preview evaluates every configured path and tells you which ones will trigger — and, just as usefully, which ones won't and why when nothing matches, the card says so plainly and the submit button is disabled, because there is nothing to submit an approval preview showing two paths evaluated, none triggered, with submit disabled raise the deal above a threshold and the same card fills in which path fires, the rule that triggered it, the named approvers, the steps that depend on an earlier decision, and the paths still sitting it out an approval preview with the deal desk path triggering, a dependent director step, and named approvers the preview is read only it writes nothing and locks nothing its footer says so "nothing has been submitted — the quote stays editable " use it to sanity check a deal's routing before you commit a seller to waiting on it 7\ submit and track submitting hands the quote to nue's approval engine because paths can have dependent steps, routing may still be in flight when the response returns — and the card is honest about that rather than guessing the submitted card reporting that the request is still routing check the status and you get the live picture how many steps are decided, who the request landed on, which steps were skipped, and whether the quote is locked for editing while the approval is in flight the approval status card with progress, the assigned approver, and a locked for editing notice the dependent director step resolved to skipped here — it's gated on a discount above 25%, and this quote carries none approving the one step that actually needed a decision closes out the whole request and unlocks the quote the approved card confirming the decision is recorded approving in chat is still approving in nue the decision is recorded against the approval request with your identity, exactly as if you had clicked it in the nue ui you can only approve steps genuinely assigned to you 8\ generate the order form ask for the document if more than one published template applies, nue renders them as a card and lets you choose rather than picking for you the template picker card with a generate button per template and the default flagged pick one and the pdf is rendered, with everything you'd want to do next on the card itself the quote document generated card with preview pdf, download pdf, attach to salesforce, and send for e signature the generated pdf is a live render — it isn't saved to salesforce unless you click attach to salesforce 9\ review the e signature request the last step is the one you least want an assistant doing on its own, so it has the strongest gate a preview that assembles the entire envelope and then stops if the quote has no default signers and you haven't named any, the preview fails cleanly — and, importantly, fails before building anything the e signature preview stopping because no recipients are configured give it a recipient and a role — needs to sign , needs to view , or receives a copy — and you get the full request laid out for review the document, the numbered signer list, and the exact email subject and body your customer will receive the review e signature request card with recipient, email subject and message, and a confirm & send button nothing leaves nue until you click confirm & send the preview builds the envelope and holds it check the recipient address and the email copy here — this is the last screen before a document reaches your customer the shape of the flow every stage in this walkthrough follows the same three beats, and it's worth internalizing because it's how the whole app behaves preview — nue computes the real result and renders it nothing is written review — you check the numbers, the routing, or the recipients on a card built to be read commit — you send a message you can see, and approve a payload you can read nue will also tell you when it made a judgment call you might not want — the unit of measure it defaulted to, the second price book it found, the approval step it expects to skip those notes are the most valuable part of the preview; read them before you click through related nue mcp app overview docid\ cwl54yve8ypluxszeq7sm — the cards, the tools behind them, and the safety model connecting claude to the nue mcp app docid\ vp4rbvx71bhosahzez7dg — set up the connector building a skill for the nue mcp app docid\ y8k2ven1rqbr7qvlem0is — package this whole motion behind one sentence approvals overview docid\ vvdm2krjypxibvtdubtvf — how approval paths, steps, and approvers are configured create quote overview docid\ bc idxynwaus7o9efycwq — the rest api behind the quote tools preview vs commit docid 0jq3sd3mi6ejhjc69ovik — the same two phase model at the api level