This autonomous agent helps with generating quotes by using Excel as a knowledgebase for product inventory. It leverages Power Automate to populate a Word template with quote details and emails the final document based on the user's request.
Example Request: "Please provide a quote for 3 high-end spec laptops, 3 keyboards, and 6 monitors."
Agent Details:
This build is based on the fantastic work from Damien Bird. You can watch his detailed walkthrough here:
Before you begin, ensure you have the following set up:
- Licensing: Access to Microsoft Copilot Studio, Power Automate, and an Exchange Online mailbox.
- Product Catalog (Excel): An Excel file with your product data (e.g., SKU, Description, Unit Price, Manufacturer). Sample file included with this solution.
- Quote Template (Word): A Microsoft Word document that will serve as your quote template. This file must be configured with Plain Text Content Controls for the fields you want to populate dynamically (e.g., Customer Name, Quote ID, Product Table). Sample file included with this solution.
Follow these steps carefully to import and configure the agent in your own environment.
Download the solution file located in this directory:
./Solution/ProductQuoteAgent.zip
This includes the word template which you'll need to upload to a SharePoint site and also the .zip solution file that you'll upload in powerapps when importing the solution.
- Navigate to Power Apps.
- Select the correct Environment from the top-right corner where you want to install the agent.
- On the left navigation pane, select Solutions.
- Click Import solution from the top menu.
- Click Browse, locate the
ProductQuoteAgent_1_0_0_1.zip.zipfile you downloaded, and click Next. - The wizard will prompt you to configure connections. Establish the necessary connections for Dataverse, Office 365 Outlook, SharePoint, etc., by selecting them or creating new ones. Click Next once all connections are ready.
- You will be asked to configure Environment Variables. This is where you link the solution to your resources.
- Email Address: Enter the email address you want the quotes to be sent from.
- Click Import and wait for the process to complete. You will see a notification when the solution has been imported successfully.
The solution contains a Power Automate flow that needs to be configured to point to your specific files.
- Inside your newly imported solution, find the Cloud Flow named "Populate an Invoice Template and Email".
- Open the flow in edit mode.
- Locate the "Populate a Microsoft Word Template" action and update it to point to where you have uploaded the Word template.
- Save the flow.
- Go back to the flow's details page and make sure it is Turned On.
- Navigate to Microsoft Copilot Studio.
- Open your Product Quote Agent.
- Use the test pane to interact with your agent. Try a request like the example at the top of this guide.
Your agent should now be fully configured and ready to generate quotes!
| Date | Comments | Published By |
|---|---|---|
| August 6, 2025 | Initial release | Alejandro Lopez - alejanl@microsoft.com |
We welcome contributions from the community including:
- Bug fixes and improvements
- Additional configuration examples
- Enhanced documentation
- New features or capabilities
If you have any questions about contributing, please reach out through the issues list. We'd love to discuss how you'd like to contribute!
Microsoft and any contributors grant you a license to the Microsoft documentation and other content in this repository under the MIT License, see the LICENSE file, and grant you a license to any code in the repository under the MIT License, see the LICENSE-CODE file.
This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.
THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.