> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Smart Pricing Table

> Build and update Smart Pricing Table proposals from your templates and library: pages, pricing groups, line items, add-ons and packages

Smart Pricing Table is where you build proposals: pages, pricing tables with groups of line items, add-ons and discounts, and side-by-side packages, from your templates and your line item library. Connect it once with an API key, and Neo agents can read and build proposals for your team.

## What Neo can do with Smart Pricing Table

* **Draft a proposal from your template.** Neo creates the proposal for the client, then adds the pricing groups, line items, add-ons and packages the job needs, from your library where it has them.
* **Change prices.** A line item, an add-on or a package column in one proposal, or the library price every later proposal uses.
* **Write pages.** The scope, the approach or the terms page of a proposal, as HTML.
* **Answer questions.** "What did we quote Contoso for managed workstations?", "Which proposals are still waiting on the client?", "What is in our Business package?"
* **Send a finished proposal** to the client, when you allow it.

Smart Pricing Table does not let anyone edit a proposal that is pending signature, won or lost, and Neo follows the same rule.

## How the jobs run

A drafting agent uses the Smart Pricing Table **IT Admin** profile, which builds proposals on its own and asks a technician before it sends one. Choose **Helpdesk** to approve each change. Its instructions name your template and what goes in a proposal, for example:

```
When a sales ticket asks for a managed services proposal, create it in Smart Pricing Table from our
"Managed Services" template, with the client from the ticket and one Managed workstation line per user.
Leave it as a draft for the account manager.
```

The quickest way to set one up is to ask the Neo Support Agent: "Set up a chat agent that builds Smart Pricing Table proposals from our template for my account managers."

See [Smart Pricing Table API](https://docs.neoagent.io/agents/tools/sales/smart-pricing-table-api.md) for the permission groups.

## Next steps

> [card] [Connect Smart Pricing Table](https://docs.neoagent.io/integrations/smart-pricing-table/connecting-to-neo.md)
>
> Create an API key in Smart Pricing Table and save it in Neo.


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