Quick Estimate Agent

Turn your historical deal data into fast, informed estimates. The Quick Estimate Agent helps reps produce budgetary numbers from past quotes – without the slow, manual effort.

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Identify Customer Information & Requirements

Relevant customer details and requirements are pulled from account and opportunity records, so reps start every estimate from what's already known.

Build Comparable or Bottom-Up Estimates

The agent can produce a comparable estimate from history in Salesforce and Salesforce CPQ, or generate a bottom-up estimate using ARM (formerly Revenue Cloud).

Find the Margin “Sweet Spot”

The agent surfaces pricing guidance from win rates in your historical data, helping sales land on a margin that's both competitive and profitable.

Score Answer Relevance

Each response carries a relevance score, so reps can judge how closely the agent's answer matches the customer's stated requirements before acting on it.

Maintain Permissions Across Salesforce Data

It summarizes information across Salesforce and Salesforce CPQ while respecting your sharing rules, giving reps the context they need without crossing information-sharing policies.

Enrich Responses with Data Cloud

The agent draws on Data Cloud to add depth to its responses, grounding estimates in a wider view of the customer.

Built on past deal data, the Quick Estimate Agent hits cost and margin targets with around 80% accuracy.

The Quick Estimate Agent helps your reps be more responsive, trusted, and educated about the customer and your products, while allowing you to take an incremental approach to adopting ARM (formerly Revenue Cloud Advanced). It empowers you to advance your ARM journey with Agents, building on the capabilities already available in your Salesforce CPQ system.

Quick Estimate provides estimates for customers based on their requirements, compares their profile with similar use cases, and explains the key cost drivers, giving reps tangible numbers to support discovery meetings. The Agent helps reps identify and fill in missing inputs to deliver a qualified assessment of each customer's situation, while summarizing prior orders to guide the conversation.

Now your reps and sales development team can respond to clients more intelligently, use Agents to fill in missing requirements, and provide data-backed estimates that support the next discovery call. Quick Estimate also helps reps learn about the customer and your products faster, making them productive sooner.

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Start using the Quick Estimate Agent for free. Up to 2 users, 60 days, no commitment.

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