As deal volume increased, the client realized they needed to:

• Accelerate quote turnaround without hiring more reps
• Reduce errors and approval bottlenecks

• Unify pricing logic and product rules
• Make quotes visible and reportable in Salesforce

They didn’t just want speed, they wanted clarity, consistency, and confidence at every step.

Redtag built a fully integrated solution combining Salesforce CPQ and Agentforce’s conversational AI. Now, reps simply ask Agentforce for a quote — and the system delivers a complete, branded proposal in seconds.

Key features include:

• Natural language quote requests – Reps type: “I need a quote for 3 Pro sensor kits and installation service in Chicago.” Agentforce interprets the request, pulls matching products, and auto-generates a quote draft.
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• Salesforce CPQ automation – Product rules, discounts, and regional pricing are applied automatically. Quotes are synced with Salesforce opportunities for full pipeline visibility.

• One-click PDF generation – A ready-to-send PDF is created instantly, including pricing, terms, and product specs — all formatted with the client’s branding.
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• Error-free, scalable logic – The quoting engine adapts to complex hardware configurations and scales as new SKUs or services are added — no need to retrain sales reps.