As the number of deals increased, so did the strain on the quoting process.
- Quotes often took 20–30 minutes to prepare
- Pricing errors and missed add-ons affected margins and customer trust
Agentforce Automates Quote Creation for Software Provider
A B2B software company was spending too much time building quotes manually. Learn how with Agentforce Quote Generation, they now create accurate, branded quotes in seconds, directly inside Salesforce, and send them to clients without leaving the platform.
About:
The client provides subscription-based software and related services to corporate customers. Their sales team manages hundreds of opportunities each month, often involving multiple product bundles, pricing tiers, and discounts. Creating quotes was a repetitive, manual process: sales reps had to look up pricing rules, build documents in Word or Excel, and send PDFs via email — all while updating Salesforce separately. This slowed deal cycles and introduced errors that could cost revenue.
CLOUDS & TECHNOLOGIES:
Sales Cloud
Agentforce
The challenges
The Challenge – Quoting Slowed Sales and Caused Errors
- PDFs had to be formatted manually before sending
- Salesforce records didn’t always match the final quote details
The sales team needed a faster, error-proof way to build quotes without switching tools or duplicating work. A scalable solution was critical to keep up with growth and maintain accurac
The solution
The Solution – Agentforce Quote Generation Inside Salesforce
Redtag implemented Agentforce Quote Generation, a conversational AI tool fully integrated with Salesforce:
- Natural Language Requests: Reps can type “Quote 10 licenses for the Pro Plan with onboarding package” and Agentforce builds the quote automatically.
- Real-Time Pricing and Rules: Pulls live product, discount, and bundle data from Salesforce CPQ or price books.
- Automatic Opportunity Updates: Every line item and price is linked to the opportunity — no manual entry needed.
- Instant PDF Generation: Produces branded, client-ready PDFs directly in Salesforce.
- Easy Edits: Quotes can be adjusted and regenerated in seconds.
Before Agentforce, quoting took longer than it should. Now it’s fast, accurate, and always in sync with Salesforce. We spend more time selling and less time formatting
Head of Sales, B2B Software Company
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The RESULT
The Results – Faster Quotes, More Selling Time
Since implementing Agentforce Quote Generation, the client has seen:
- 70% faster quote turnaround — from 20–30 minutes to under 5 minutes
- 90% fewer pricing errors thanks to automated rules
- 60% less manual admin time, freeing reps for client work
- Faster deal cycles with quicker responses to customer requests
“Before Agentforce, quoting took longer than it should. Now it’s fast, accurate, and always in sync with Salesforce. We spend more time selling and less time formatting.”
— Head of Sales, B2B Software Company
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Lviv, 79024, Ukraine
+38 (063) 041 48 99