Quaderno

Quaderno on your phone line: your agent checks tax, finds contacts and creates invoices during the call.

Connect Quaderno and your AgentCalls agent can work with the tax and billing data your business already keeps. While a customer is on the line, it can calculate the right tax rate for an address, look up a contact, and prepare an invoice or product. It can also handle follow-up tasks after the call, such as adding a new customer from a conversation. Your team sets up the connection once from the Quaderno settings. Clients get accurate answers and paperwork without waiting for someone in the office.

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What your agent can do with Quaderno

Calculate the applicable tax rate for a customer's address and transaction type before quoting a price
Look up existing contacts and add new customers or vendors from a call
Create invoices with customer, line items and payment details
Create products with pricing and tax settings after a new service is agreed
Remove outdated products, expenses, coupons or tax IDs when you confirm the record

Quaderno exposes 76 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quoting a price with the right tax

Caller
Hi, I'm in Leeds and I want to order twelve annual licences for your Pro plan. What will the total be with VAT?
Agent
Happy to help. Let me check the tax rate for your address first.
Agent
For a UK business address the standard VAT rate is 20 percent, so twelve licences at 240 pounds each comes to 2,880 pounds plus 576 pounds VAT, a total of 3,456 pounds.
Caller
Perfect. Can you send me an invoice for that?
Agent
Yes, I'm preparing it now and it will go to the email you give me.

Finding a customer and sending an invoice

Caller
This is Omar Haddad from Haddad Design. I need a copy of last month's invoice.
Agent
Thanks Omar. I found your contact record for Haddad Design. Which invoice do you need?
Caller
The one from the 3rd, for 850 dollars.
Agent
I have it. I'm creating a new invoice from that record so you can pay it today. Should I send it to omar@haddaddesign.com?
Caller
Yes, that address is correct.

Adding a new vendor after a call

Caller
Hello, I'm calling from Brightpath Logistics. We'd like to be set up as a supplier with you.
Agent
Welcome. I can add you as a vendor now. What's the company name and the billing contact?
Caller
Brightpath Logistics, contact is Lena Fischer, lena@brightpath.co.
Agent
Done. I've created the vendor contact for Brightpath Logistics. Your accounts team will see it in Quaderno straight away.

How to connect Quaderno

1
Create your agent
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
2
Connect Quaderno
From Integrations in the dashboard, choose Quaderno and enter the connection details from your Quaderno account settings.
3
Choose the actions
In the agent editor, enable the Quaderno actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Quaderno during the call or only after?

Both. During a call your agent can calculate tax rates, look up contacts and prepare invoices in real time. It can also create records once the call ends, depending on what your team has set it to do.

What do I need to connect Quaderno?

You need a Quaderno account. Sign in to the AgentCalls dashboard, open Integrations, choose Quaderno, and enter your Quaderno credentials from its settings. The connection takes a few minutes.

Which AgentCalls plan includes the Quaderno integration?

Integrations, including Quaderno, are included from the Growth plan.

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Put your agent to work with Quaderno.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.