Quotes in minutes
Move from deal intent to a prepared quote without manual assembly.
AgentCPQ for small businesses
The AI CRM Built Around the Deal.
Manage leads, accounts, opportunities and quotes in one lightweight CRM, with AI-assisted quoting and pricing controls.
Built for small businesses. Lightweight, not enterprise.
AgentCPQ quote workspace
Pricing under control
Apply pricing rules and discount guardrails as the quote takes shape.
Approvals built in
Route exceptions to the right people before the quote reaches the buyer.
Every decision on record
Keep the quote, pricing logic, and approval trail connected.
Leads to quotes
Everything You Need to Manage the Deal
Manage leads, accounts, opportunities and quotes in one lightweight CRM. Automate basic sales workflows, track your pipeline, create buyer-ready quotes and manage the sales process without stitching together multiple systems.
Leads
Capture and manage potential customers before they become qualified opportunities.
Accounts
Maintain a simple view of the companies and customers your team works with.
Opportunities
Track active deals, pipeline stages and expected revenue.
Quotes
Generate accurate, buyer-ready quotes with AI-assisted product, pricing and configuration workflows.
Automations
Automate basic repetitive sales and CRM workflows without building a complex enterprise system.
Reporting
Understand pipeline, opportunities, quotes and sales activity through straightforward reporting.
How these fit into one record: the deal, from lead to customer. Related reading: CRM and quoting in one platform, what AI quoting software does and CPQ built for small businesses.
The quoting gap
Quoting is slow, brittle, and hard to control.
Your sales team does not need more tabs. It needs a faster path from deal context to an approved, accurate quote.
Hours for one quote
Reps wait through spreadsheets, price checks, revisions, and inbox approvals while deals cool down.
Margins left exposed
Pricing exceptions and discount decisions can slip through without the right guardrails or review.
Quote context gets lost
The why behind a price, package, or exception disappears once the deal is sent.
The AgentCPQ answer
What AgentCPQ takes off your plate.
Conversational quoting
From deal intent to prepared quote.
Describe what the buyer needs. AgentCPQ turns the request into configured products, pricing, and a branded quote your team can review.
Growth plan quote
Products and pricing configuredReady
Branded proposal generatedReady
Governed pricing
Protect the deal before it goes out.
Apply discount rules, approval thresholds, and packaging logic as part of the quoting workflow, not as a cleanup step afterward.
Quote guardrails
Discount threshold checked
Margin floor protected
Approval route prepared
Pricing reviewIn policy
Complexity
Complex deals, without the complexity.
Configure products, bundles, and exceptions with natural language.
Proposal
Quote-ready documents.
Generate branded proposals and share the right version with the buyer.
Context
CRM context, where it matters.
Use deal and account details to make the quote more relevant from the start.
Audit
Every approval has a trail.
Keep revisions, pricing logic, and decisions connected to the deal.
Quote workspace
One place to shape, review, and send the deal.
AgentCPQ brings configuration, pricing, approvals, and quote generation into one guided workspace so the team can move from intent to a buyer-ready proposal with confidence.
Quote workspace
Built for small business
Your quote system can stand on its own.
AgentCPQ is a standalone quoting platform with a lightweight CRM built in for deals, products, pricing, approvals and proposals, so a small team can quote without a separate CRM system.
AgentCPQ workspaceDealsProductsPricingApprovalsProposals
Security and control
Safe for your revenue operations review.
AgentCPQ accelerates quoting while preserving the pricing controls, approvals, and auditability your business needs before anything reaches a buyer.
Quote controlsActive
- Role-based pricingKeep pricing decisions within the right scope.
- Approval routingSend exceptions to the right approver.
- Audit historyTrack revisions and final decisions.
- Controlled sharingSend buyer-ready proposals with confidence.
AI quoting, under control
AI-fy your quote process.
Give revenue teams an AI teammate that moves the quote forward while your pricing, approvals, and customer commitments stay governed.
- Deal context stays connected to the quote.
- People approve the exceptions that matter.
- Every final decision stays explainable.
Quoting, explained
Understand the problem before you change the process.
Plain explanations of how AI quoting, CPQ and approvals actually work, including when a lighter approach is the better answer.
AI Quoting Software
What AI quoting software actually does, and when it is the right answer for a revenue team.
CPQ for Small Business
When spreadsheets stop working, and how to add quoting structure without enterprise overhead.
Conversational CPQ
Describing a deal in plain language and getting a governed quote, plus the controls that has to have.
Automated Quote Generation
Cutting manual quote assembly while keeping pricing and approvals governed.
Quote Approval Software
Routing exceptions to the right approver, with a record of what was decided and why.
What Manual Quoting Costs
The hidden cost of quoting by hand, and which parts of it are worth automating first.
Demo access
Get your demo account.
Try AgentCPQ on one real quote.
Demo accountSandbox ready
Bring one deal
Any quote, bundle, price exception, approval issue, or proposal.
01
Quote prepared
02
Pricing checked
03
Approval trail
Demo account
Request access.
We will set up your guided demo.