CPQ Genie | AI Agent for CPQ & Deal Configuration Automation
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1530 Page Mill RoadPalo Alto, US
+18444696752https://marketplace.workato.com/s/6957a30d1aa80379a738ba88/6957db1dd1e83e9cc9877e65/idwjrqfcbj_1767365395303-480x480.png"[email protected]
695e560e5fa742fdbf4fa83dCPQ GenieCPQ Genie

CPQ Genie is an AI agent for Sales that quotes as accurately and strategically as your best reps, in seconds. It automates the configure-price-quote process, applying product knowledge, pricing logic, and deal context to recommend optimal configurations every time, instantly delivering error-free quotes, relieving reps from hours of manual work, and helping teams get to revenue faster.

SKU-U-XFAARZY
USDIn Stock
CPQ Genie
Genie Featured

CPQ Genie

Version 1.0.0

Last updated Jan 8, 2026byWorkato

CPQ Genie is an AI agent for Sales that automates configure-price-quote, recommends optimal products and pricing, enforces rules in real time, and delivers error-free quotes.

About this Genie

CPQ Genie is an AI agent for Sales that quotes as accurately and strategically as your best reps, in seconds. It automates the configure-price-quote process, applying product knowledge, pricing logic, and deal context to recommend optimal configurations every time, instantly delivering error-free quotes, relieving reps from hours of manual work, and helping teams get to revenue faster.

Key Use Cases

  • Quote Generation Automation

  • Rule-Based Product Configuration

  • Discount Governance & Approval Routing

  • Quote Analytics & Operational Reporting

Capabilities

Automates the configure-price-quote process so your reps spend less time on admin and more time closing deals.

  • Create single and multi-line quotes with AI-guided product and pricing recommendations
  • Validate quotes in real time against CPQ business rules — no manual checks needed
  • Amend and renew contracts with automatic proration and co-terming support
  • Surface account intelligence to recommend the right SKUs and quote details instantly

From first draft to final quote, cut hours of manual work down to seconds.

About the publisher

Workato

Workato

Published 4 solutions

Tags

Sales

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