The Quote and Pricing Agent is an AI-powered sales assistant that automates quote creation, pricing recommendations, and approval workflows directly within your CRM environment. Using natural language input, the agent instantly generates structured quotes, retrieves pricing and cost data, calculates margins, and applies intelligent discount recommendations based on historical wins and pricing rules.

Designed for modern sales teams, the agent eliminates manual effort, ensures pricing consistency, and enforces margin and discount policies automatically. It connects product catalogs, price lists, CRM opportunities, and approval workflows into a single guided process, helping organizations deliver accurate quotes faster while protecting profitability. Sales teams, pricing analysts, and revenue leaders use the Quote & Pricing Agent to accelerate deal cycles, reduce errors, and standardize quote generation across the organization.

• Manual and time‑consuming quote creation
• Inconsistent pricing and discount application
• Limited visibility into historical pricing and win patterns
• Margin leakage due to inconsistent validations
• Disconnected systems for products, price lists, and approvals
• Delays caused by manual review and approval cycles
• Errors in quote documents and data entry
• Poor auditability and lack of standardized workflows

• Natural language-driven quote initiation
• Customer and opportunity identification
• Automated retrieval of product pricing and cost
• AI-driven discount recommendations based on rules and past wins
• Margin calculation and policy enforcement
• Automated approval workflow for exceptions
• Standardized quote document generation and storage
• End‑to‑end CRM updates (Quote, Quote Lines, Opportunity)
• Built‑in pricing rationale and explanation

• Quote creation and opportunity setup: Create a quote from natural language and set up CRM records.
• Pricing recommendation: Recommend a discount based on rules and recent wins.
• Margin and compliance check: Protect margin and enforce thresholds.
• Approval workflow: Route exceptions to sales managers.
• Quote document generation: Build a standardized quote document and share it.
• CRM updates, follow‑up and pricing explanation: Finalize CRM records and ensure follow-through.

• Faster quote creation and turnaround times
• More consistent pricing and improved margin protection
• Fewer errors in quotes and discount application
• Improved sales productivity with guided, automated workflows
• Reduced dependency on manual approval cycles
• Stronger compliance with pricing and discount policies
• Better forecasting through standardized opportunity updates
• Enhanced customer experience with accurate, timely quotes

• Sales representatives/account executives
• Inside sales/sales operations
• Sales managers/approvers
• Pricing analysts
• Product and finance teams
• Partner/reseller sales teams
• Customer success and renewal managers

Write to us: partnerupdates@sonata-software.com