The Omnifys Quote Advisor Agent helps sales teams create accurate, compliant, and customer-ready quotes by providing real-time guidance throughout the quote creation process. Instead of searching through pricing documents, approval policies, product catalogues, or configuration manuals, sales representatives receive instant AI-powered answers directly within their CRM or CPQ environment.
The agent understands your organisation’s pricing rules, discount policies, product configurations, approval workflows, contract terms, and compliance requirements. It provides contextual recommendations, validates quote details, identifies potential issues, and helps sales teams prepare accurate quotes that align with internal policies before they reach customers. As a result, organisations reduce pricing errors, accelerate quote approvals, improve compliance, and shorten sales cycles.
Powered by an intelligent orchestration platform that routes every request across 15+ leading Large Language Models (LLMs), the Quote Advisor Agent delivers fast, reliable, and context-aware recommendations while maintaining accuracy and consistency. Furthermore, it integrates seamlessly with leading CRM platforms, CPQ software, ERP systems, pricing engines, product catalogues, and approval workflows without disrupting existing business processes.
Designed for organisations across the USA, Canada, Australia, and the Middle East, every deployment is fully managed by Omnifys, including implementation, monitoring, optimisation, and ongoing support.
What it does
The Quote Advisor Agent simplifies quote creation by providing intelligent guidance, validating pricing decisions, and ensuring every quote complies with company policies.
Answers pricing and policy questions instantly
The agent provides immediate answers about pricing rules, discount limits, product eligibility, promotional offers, contract terms, and approval requirements. Consequently, sales teams can prepare quotes without waiting for manual support.
Validates product configurations
The AI reviews product combinations, service packages, optional features, and configuration rules to identify incompatibilities or missing components. This helps ensure every quote includes a valid and deliverable solution.
Recommends appropriate pricing
The solution analyses customer profiles, pricing agreements, historical sales data, contract terms, and business rules to recommend accurate pricing while maintaining profitability and compliance.
Guides approval workflows
The agent explains approval requirements based on pricing thresholds, discount levels, product categories, contract values, and organisational policies. Therefore, sales representatives understand when approvals are required and who must review the quote.
Performs compliance checks
The AI reviews every quote against internal pricing policies, contractual obligations, regulatory requirements, and company guidelines. It identifies potential compliance risks before the quote is submitted to customers.
Provides contextual recommendations
The solution analyses quote details, customer history, previous transactions, and similar sales opportunities to recommend best practices that improve quote quality and customer satisfaction.
Reduces quoting errors
By validating pricing, product configurations, and approval policies before submission, the agent helps minimise costly mistakes, reduces rework, and improves operational efficiency.
Supports sales teams with conversational AI
Sales representatives can ask natural language questions such as pricing rules, approval requirements, product compatibility, or policy explanations and receive accurate, context-aware answers in real time.
How it works
1. Discovery & Workflow Assessment
Every deployment begins with a discovery workshop. Our specialists evaluate your quoting processes, pricing strategies, product catalogue, approval workflows, compliance requirements, and existing business systems. This ensures the solution aligns with your sales operations.
2. Platform Configuration
Next, the Quote Advisor Agent is configured on the Omnifys AI platform. It integrates with your CRM, CPQ software, ERP systems, pricing engines, product catalogues, contract management platforms, and approval workflows to deliver intelligent assistance directly within your existing environment.
3. Intelligent Multi-LLM Processing
Every query is intelligently routed across 15+ leading Large Language Models (LLMs). The AI analyses pricing policies, product configurations, approval rules, customer information, and quote context to provide fast, accurate, and reliable recommendations.
4. Supervised Pilot
Before production deployment, the solution operates alongside your sales, pricing, finance, and operations teams in a supervised pilot. During this phase, Omnifys validates pricing guidance, configuration checks, compliance recommendations, approval workflows, and system integrations using real business scenarios.
5. Production Deployment
After approval, the Quote Advisor Agent is deployed across your organisation with enterprise-grade monitoring, secure integrations, configurable permissions, approval workflows, audit logging, and human review controls where required.
6. Continuous Optimisation
Omnifys continuously monitors AI performance and improves pricing recommendations, policy interpretation, configuration validation, and workflow efficiency through ongoing optimisation, AI model tuning, and business rule updates. As a result, your organisation benefits from increasingly accurate and reliable quoting support.
Why Choose the Quote Advisor Agent?
Creating accurate quotes requires quick access to pricing rules, approval policies, and product information. The Omnifys Quote Advisor Agent brings all of this knowledge into one intelligent assistant that supports sales teams throughout the quoting process.
Key benefits include:
- Provides instant answers to pricing, discount, and policy questions
- Validates product configurations before quotes are shared with customers
- Ensures compliance with internal pricing rules and approval policies
- Reduces pricing errors and quote rework
- Speeds up quote preparation and approval cycles
- Delivers context-aware recommendations based on customer and product data
- Improves quote accuracy and consistency across sales teams
- Supports natural language conversations within CRM and CPQ systems
- Integrates with leading CRM, ERP, CPQ, and pricing platforms
- Enhances sales productivity through AI-powered quoting assistance
Why Omnifys
Proven Sales AI & Automation Expertise
Omnifys, a joint product of Omni Academy & Consulting (MHSG Consulting Group), has helped organisations embrace AI and digital transformation since 2010. We deliver enterprise AI solutions that improve sales productivity, operational efficiency, and customer engagement across the USA, Canada, Australia, and the Middle East.
End-to-End Managed Deployment
From workflow discovery and implementation to deployment, monitoring, optimisation, and ongoing support, Omnifys manages the complete AI lifecycle. Consequently, your sales teams can focus on winning business while we manage the technology.
Powered by 15+ Leading LLMs
Our intelligent orchestration platform dynamically routes every request across 15+ leading Large Language Models (LLMs). As a result, organisations receive accurate pricing guidance, intelligent policy recommendations, reliable configuration validation, and cost-efficient AI automation.
Enterprise-Grade Security & Compliance
Every deployment includes encrypted data handling, secure API integrations, role-based access controls, configurable guardrails, audit logging, and enterprise-grade security measures that protect sensitive pricing, customer, and business information.
Seamless CRM, CPQ & ERP Integrations
The Quote Advisor Agent integrates seamlessly with leading CRM platforms, CPQ software, ERP systems, pricing engines, product catalogues, Microsoft Dynamics 365, Salesforce, SAP, Oracle, Microsoft 365, and other enterprise applications without disrupting existing workflows.
Continuous Monitoring & Optimisation
Omnifys continuously improves AI performance through workflow optimisation, pricing rule updates, business policy refinement, AI model tuning, and quality monitoring. Therefore, your organisation continues to receive accurate and reliable quoting assistance as your business evolves.
SLA-Backed Support
Every deployment includes dedicated technical support, proactive monitoring, regular performance reviews, software updates, and SLA-backed services. This ensures your Quote Advisor Agent remains secure, reliable, scalable, and fully optimised as your sales organisation grows.