AI quoting agent vs. CPQ
Put your quoting process to work with LaunchAI. The agent takes a request through your existing tools, applies your pricing rules and sends the finished quote. CPQ software manages product configuration and pricing. LaunchAI takes on the work across your inbox, price sources and quoting screens, including CPQ when it is part of your process.
- The agentAgent reads the RFQ
- The CPQ systemCPQ configures + prices
- The finished quoteAgent delivers the quote
Read this example
- The agent
- Reads the request and drawing, then enters the configured inputs into the quoting system.
- The CPQ system
- Applies product compatibility and pricing rules for the selected configuration.
- The finished quote
- The agent can pick up the resulting quote and send it through the existing workflow.
Start here if…
For teams deciding whether they need a new pricing system or an agent to operate the tools they already have.
Start with where the work is
| Approach | When it fits |
|---|---|
| LaunchAI quoting agent | Hand off the full job across your shared inbox, attachments, spreadsheets and estimating software. LaunchAI reads the request, uses your prices, creates the quote and sends it through your configured process. |
| CPQ software | Consider CPQ when sellers need product options, compatibility and bundle rules, and a central pricing model. If you already use CPQ, include it in the agent’s workflow when the screens and steps fit. |
| Proposal tool | Consider a proposal tool when your team already has the line items and prices and primarily needs a polished document and a consistent way to share it. |
What to test in a pilot
Use an ordinary quote, a revised request and a request with missing information. Compare the generated line items and totals with the expected quotes, and measure the time from receipt to delivery.
Let your team move on to the next job
Hand off the repeated work
Let the agent move the request through intake, quote entry and delivery.
Keep your pricing setup
Use the price book or CPQ rules your team already maintains within the configured workflow.
Get the quote out the door
Include sending and follow-up in the process, so the finished document reaches the customer.
Common questions
Does a quoting agent replace CPQ?
That depends on where your configuration and pricing rules live. If CPQ already owns those rules, an agent can handle the configured steps around it, such as reading the RFQ, entering inputs and delivering the quote.
Can an agent work with desktop quoting software?
LaunchAI works through software interfaces. Use a demo to test the exact application, version, screens and permissions that your quoting workflow needs.
What should I bring to a demo?
Bring one customer request, the corresponding finished quote, the pricing source and the application your team uses. Include a revision or missing input that you see regularly.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗