Lead-to-Cash Assistant
Prices and analyzes quotes on its own — a person approves every quote sent
Manage in your workspaceWhat it does today
- ✓Reads quotes and orders, calculates totals, analyzes margins, and suggests pricing — automatically, no approval needed
- ✓Reports order status and analyzes order revenue as your deal data changes
- ✓Drafts quote creates, updates, clones, and renewals, and prepares orders from won quotes — including fulfilment, split, and activation — with a person approving each one
How it works
- 1
Activate the Lead-to-Cash template for your tenant, then configure your product catalog and pricing tiers in CPQ.
- 2
A deal stage change — or the weekday 08:00 UTC sweep — starts it: totals, margin analysis, and pricing suggestions all run on their own.
- 3
Sending a quote to a customer, creating an order from it, and activating or fulfilling that order each wait for a person to approve.
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Built-in safeguards
Runs unattended
margin analysis, quote totals, and pricing suggestions
Human-approved
every quote sent and every order created, activated, or fulfilled
Per-tenant
opt-in activation from the Autonomous Agents dashboard
Ready to activate this agent?
Free to activate from your workspace. Every consequential action still needs your approval.
Manage in your workspace