Quote-to-Order
Quote request. Faster quote turnaround. with agents, systems, and approvals wired into one flow.
How Quote-to-Order actually runs
Three deployment patterns, two demo businesses. fully populated Trigger → Context → Controller → Agent → Action → Approval → Dashboard.
Fully autonomous quote-to-order. agent runs end-to-end inside policy. Humans see the dashboard, not the work.
- Trigger
Quote request arrives in cpq at Northwind SaaS.
- Context
Controller pulls live context from CPQ + CRM. customer record, history, entitlements, balances, and current SLA state.
- Controller
Quote Agent classifies the case, picks the right play from the policy library, and dispatches the work.
- Agent
Specialist agents (Quote Agent, Pricing Agent, Approval Agent) execute in parallel. extracting fields, calling APIs, drafting responses, and writing back to cpq.
- Action
Agent assembles the configuration, prices it, sends the quote, and converts to an order on acceptance.
- Approval
Anything over the discount threshold pauses with a one-click approval card to the named human owner. everything else ships autonomously.
- Dashboard
Operators at Northwind SaaS watch a live board: volume, cycle time, exception rate, value captured, and per-agent confidence. drillable to the underlying ledger.
Systems, agents & approvals
- Quote Agent
- Pricing Agent
- Approval Agent
- Order Agent
- CPQ
- CRM
- ERP
- Discount
- Custom terms
What Quote-to-Order returns to the business
Run Quote-to-Order as an agent, not as a backlog.
We map the trigger, wire the systems, ship the agents, and put the dashboard on your wall. in four weeks.