Can Agentforce automate the quote generation process in CPQ?

SOLVD BLOG

Can Agentforce automate the quote generation process in CPQ?

Creating quotes for customers can take up a lot of time. But with Agentforce, Salesforce’s powerful AI tool, you can make the process faster and simpler. Even though Agentforce doesn’t have tools built specifically for CPQ (Configure, Price, Quote) yet, it can still help your sales team save time and reduce mistakes.

Here’s how it works and why it’s a game-changer for your business.

How Agentforce Helps with Quotes

Agentforce works with Salesforce tools like Flows to make quote generation smooth and easy.

Set Up a Quote Topic
- You can create a special topic in Agentforce Builder just for managing quotes.
- This helps the AI know exactly what to do when someone requests a quote.
Connect It to Automated Flows
- Salesforce Flows can handle the hard parts, like gathering customer data, calculating prices, and filling out templates.
- For example, Agentforce can make sure the right discounts and configurations are included without you lifting a finger.
Give Simple Commands
- Your team can type easy instructions like, “Create a quote for [customer name],” and Agentforce takes care of the rest.
Automate Sending Quotes
- Once the quote is ready, Agentforce can even email it to the customer.

Why Automating Quotes Is Smart

Using Agentforce for quotes gives your team some big benefits:

Saves Time: Reps don’t have to do everything manually, so they can focus on selling.
Fewer Mistakes: Automating the process ensures prices and details are correct.
Works Faster: More quotes get done in less time.
Happy Customers: Customers get professional quotes quickly, leaving a good impression.

Real-Life Examples

Agentforce can help in many industries:

Tech Companies: Quickly create quotes for software packages or licenses.
Healthcare: Build quotes for complex medical equipment setups.
Retail: Easily calculate prices for bulk orders or subscriptions.
Manufacturing: Handle custom machine or parts configurations.

What’s Coming Next

Agentforce already makes quoting easier, but Salesforce plans to release new CPQ-specific tools in February 2025. Businesses using Agentforce now will be ready to take advantage of these updates right away.

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group