Using Now Assist for Configure, Price, Quote (CPQ)

Use agents in an agentic workflow or as standalone agents to achieve specific automated outcomes.

Use Now Assist for CPQ to generate a summary of a quote to:

• Summarize key quote components during early customer discussions or pre‑discovery.
• Provide an updated view of the quote after revisions, without requiring the review of multiple records.
• Provide a single, consolidated snapshot of all actions, tasks, and notes derived from a quote in one place.
• Highlight custom pricing, discounts, and negotiated changes made during the quoting process.
• Review the quote prior to sending it to the customer to confirm accuracy and completeness.
• Support internal handoffs by summarizing the quoted offer for internal teams.