CPQ Quote-to-Cash Automation
You shouldn't be the bottleneck while the buyer's enthusiasm cools.
CPQ software that drafts the quote, applies pricing rules, and flags the unusual — non-standard discounts, custom SKUs, off-policy terms. You sign the edge cases; standard quotes go out while the rep is still in the meeting.
~2 hrs/quote instead of half a day · standard quotes out while the rep is still in the meeting
HOW IT WORKS
Three steps per quote.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents draft the quote the moment the deal is ready.
Pulled from your CRM opp record, pricing book, and product catalog. Standard configurations draft automatically; custom ones queue for your deal desk with the config options shown.
Step 2
Agents apply your pricing rules. Unusual terms get flagged.
Discounts beyond the approval matrix, off-policy payment terms, custom SOW language, non-standard SKUs — each flagged with the specific rule and the historical precedent.
Step 3
Your revenue lead signs the edge cases. Standard quotes go straight out.
One approval queue for the flagged ones. Approve or adjust with a note. Standard quotes ship while the prospect is still in the meeting; edge cases ship within the hour.
Where the line sits.
Agents run the repetitive work your revenue lead / VP Sales shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Send a quote to a prospect without your deal-desk approval on the edge cases.
- Apply a discount above the approval matrix without a fresh sign-off.
- Accept custom contract language from a prospect without your review.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Agents model your product rules, dependencies, and pricing tiers during kickoff. Standard configs draft automatically; edge cases always route to your deal desk.
Every line traces to its source in the pricing book. Errors get caught by the rule engine before the quote drafts — not after it’s sent.
It can, at the smaller end. For larger deals we layer on top and run the deal-desk work — your existing CPQ keeps the catalog and the workflow.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
