Prepare accurate sales quotations and speed up approvals. The Quoting Agent turns approved opportunity requirements into structured quote line items, checks them against your catalog, pricing, and eligibility rules, and flags discounts and tax exceptions for review. It then prepares a quotation draft for authorized approval and issuance.
Preparing quotations means collecting requirements, checking catalogs and pricing, validating discounts, and confirming tax across several systems. As volumes grow, manual work causes delays, pricing inconsistencies, and repeated revisions. Non-standard discounts and tax exceptions need extra validation and approval, which slows the process further. Sales teams need a consistent way to prepare accurate quotations and manage commercial approvals.
The Quoting Agent converts approved opportunity requirements into structured quote line items, using the catalog and pricing information your organization authorizes. It validates pricing, packages, and eligibility rules, and identifies non-standard discounts, tax requirements, and pricing exceptions.
It then prepares a structured quotation draft for authorized approval and issuance. This reduces manual effort and improves consistency, while commercial control stays with your team.
Reviews approved opportunity information and converts it into structured quote line items from your product, service, or subscription catalog.
Checks pricing and eligibility against your business rules, and flags non-standard discounts, tax requirements, and exceptions.
Prepares a structured quotation draft for authorized review and approval.
Prepare customer quotations and respond to pricing requests.
Review commercial terms, manage discount approvals, and keep pricing consistent.
Standardize quotation workflows and reduce manual quote processing.
A SaaS company receives a quotation request for a subscription package covering multiple user seats, including a non-standard discount. The Quoting Agent analyzes the approved opportunity, prepares the quote line items, and validates subscription pricing against the catalog and eligibility rules. It flags the requested discount for commercial review and prepares a structured quotation draft. The authorized sales manager reviews the pricing, approves the exception, and authorizes the quotation for issuance. The quote is ready without manual line-item entry or separate discount checks.
The quotation workflow can be configured for different sectors.
The Quoting Agent uses only the opportunity, customer, catalog, and pricing information your organization authorizes, and follows your business rules and policies. Access to customer records and commercial data follows your permissions and data governance requirements. Non-standard discounts, tax exceptions, pricing adjustments, and special commercial terms stay subject to human review, and tax exceptions are reviewed by authorized finance or commercial personnel. Final approval and issuance follow your authorized workflow.
Pricing: Contact Sales
Integrations
The Quoting Agent helps sales teams prepare consistent sales quotations. It converts approved opportunity requirements into quote line items, checks catalog and pricing rules, flags discount and tax exceptions, and prepares quotation drafts for authorized approval and issuance.
It analyzes approved opportunity and customer requirements and converts them into structured quote line items. It then checks catalog, pricing, and eligibility information, identifies commercial exceptions, and prepares a quotation draft for review.
Yes. The agent checks catalog, pricing, and eligibility information against your business rules. It flags non-standard discounts, pricing exceptions, and tax requirements for authorized review, and tax exceptions go to authorized finance or commercial personnel before the quote is approved.
No. The agent prepares quotation drafts, and your team stays in control. Final approval stays with designated personnel or your configured approval workflow, so the agent supports your sales team and does not replace it.
It can be adapted to your industry by setting your product catalogs, pricing structures, eligibility rules, and approval steps. Typical uses include SaaS subscriptions, telecom plans, manufacturing orders, and business-to-business bulk orders.
It can connect to supported CRM, product catalog, pricing, tax, approval, and document systems, depending on integration availability, access, and permissions. Connections and write-back options are confirmed during the solution review.
Yes. The quotation workflow can be configured around your product catalogs, pricing structures, eligibility rules, discount policies, tax requirements, and approval processes, subject to supported product capabilities.
Track quotation preparation time, quote turnaround time, correction frequency, quotation rework, approval turnaround time, and quote acceptance rate. Set a baseline first, then compare results against your current process.
