Back to Agents
Proposals, Pricing & Deal Desk

Pricing Assistant Agent

ai

Detects margin leakage and recommends optimal, floor-bounded pricing—analyzing quote line items against finance data and product pricing to produce per-line and total recommendations with plain-language justification.

Deal Desk / PricingSales / Revenue OperationsSales Leadership
Per-line
Price recommendation with plain-language reason
Floor-bounded
Never recommends below the margin floor
Leak-detecting
Margin erosion surfaced before signature
One quote, end to end

Quote comes in. Fixes are ready.

See the pricing agent take one quote from update to floor-bounded fixes before it goes out.

Quote QR-4127

Quote margin review · Updated in CPQ

  • AI
  • Floor-bounded
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Quote updated

Rep updated the quote in CPQ, review started

New case

Packet open
Account
Customer account · Context from Salesforce
Owner
Account executive
Quote
Updated in CPQ · Not yet sent
Request
Margin leakage review before send
Case packet · 3 sourcesComplete

Incoming

  • CPQ quoteLine items, prices and discountsReceived
  • ERP finance dataCost and margin by productReceived
  • Pricing and floorsStandard price and margin floor per lineReceived

02 · Organize

Lines matched to pricing

Each quote line paired with finance and product data

Pulled together

Lines matched
  • Quote line items readPrice and discount per line from CPQ
  • Finance data joinedCost and margin per product from ERP
  • Floors attachedStandard price and margin floor on every line

Matched record

Account
Customer account · Salesforce
Quote
Updated in CPQ
Pricing basis
Standard price per volume band
Margin floor
Set per product

03 · Evaluate

Two lines leaking

One discounted 18% without basis, one below floor

Checks applied

Leakage found
  • Discount basisOne line discounted 18% with no approval basisCPQ quote
  • Margin floorOne line priced below the floor entirelyMargin floors
  • Comparable accountsLeaking tier sits below what comparable accounts payFinance data
Deciding finding

One line loses money

A line is priced below the margin floor, so it gives up margin to win the line.

Lines flagged

Discounted line
18% off, no approval basis
Below-floor line
Under the margin floor

04 · Deliver

Fixes ready for the rep

Corrected price per line and total, each with a reason

Recommendation ready

Two lines corrected above floor

Each corrected price stays above the margin floor and comes with a plain-language reason a rep can repeat.

Discounted line
Matched to volume band
Below-floor line
Raised above floor
Quote total
Margin impact surfaced

Justification

Plain language

Per line and total

Next step

Account executive

Sends the corrected quote

Audit trail

  1. Quote update detectedCPQ14:02
  2. Finance data joinedERP14:02
  3. Two lines flaggedDiscount and floor14:03
  4. Recommendations deliveredPer line and total14:04

Per-line recommendation with plain-language reason

Illustrative case · sample data

Use Case 1

Quote Margin Review

Trigger: A quote is built or updated

1.Analyze each line against finance and product pricing
2.Detect margin leakage and below-floor lines
3.Recommend a corrected price per line and total
4.Attach a plain-language justification
5.Keep every recommendation above the margin floor
6.Surface the total margin impact
✓

Margin leakage is caught and corrected with defensible pricing before the quote goes out.

Use Case 2

Below-Floor Escalation

Trigger: A deal pushes for below-floor pricing

1.Decline to recommend below the floor
2.Quantify the dollar margin impact of going below
3.Offer floor-safe alternatives
4.Route the exception to a decision-maker
5.Leave the documentation to the human owner
✓

Below-floor requests become deliberate, quantified leadership decisions.

Integrations

CRM (Salesforce, HubSpot)
CPQ / Quote Management
Finance / Pricing Data (ERP)
Product Pricing & Margin Floors
Dashboards & Charts

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Check this quote for margin leakage.

Pricing Assistant Agent

Two lines on this quote are leaking margin: one discounted 18% with no approval basis, one priced below the floor entirely. I recommend a corrected price per line and for the total, each with a reason.

What each line was checked against

  • Finance data

    Used to analyze each quote line

  • Product pricing

    Pricing reference used alongside finance data

Next step offered

I can separate out the customer-facing justification if you want it.

Example complete

1 / 3

Sample scenarios. Actions and outputs are illustrative.