The Omnifys Quote Assist Agent helps sales teams create accurate and compliant sales quotes faster. The AI assistant works directly inside your CPQ or quoting application. It answers questions, explains pricing rules, identifies quote errors, and recommends the correct solution in real time. As a result, sales representatives spend less time troubleshooting and more time selling.
Whether your team creates simple quotations or highly complex enterprise proposals, the Quote Assist Agent provides instant guidance throughout the quoting process. It uses your product documentation, pricing policies, approval workflows, and internal knowledge base to deliver reliable answers. In addition, it helps reduce pricing mistakes, configuration errors, and approval delays before a quote reaches the customer.
Unlike standalone AI tools, the Omnifys Quote Assist Agent integrates with your CRM, CPQ platform, ERP system, product catalogue, and business applications. Therefore, every recommendation reflects your company’s latest pricing rules, product information, and sales policies. Built and managed end-to-end by Omnifys, every deployment includes implementation, monitoring, optimisation, and ongoing enterprise support.
What it does
The Quote Assist Agent uses artificial intelligence to simplify quote creation, reduce errors, and improve sales productivity.
Troubleshoots quote errors in real time
Identifies pricing errors, configuration conflicts, validation failures, approval issues, and missing information while users create quotes. Consequently, sales teams resolve issues before quotes reach customers.
Answers product and pricing questions
Provides instant answers to questions about product configurations, pricing rules, discount policies, approval requirements, licensing options, and business processes using your organisation’s knowledge base.
Recommends guided fixes
Suggests step-by-step solutions for configuration errors, pricing conflicts, approval exceptions, and validation failures. Therefore, sales representatives can resolve issues without waiting for administrator support.
Delivers knowledge-based guidance
Retrieves relevant information from product documentation, pricing guides, policy documents, FAQs, training materials, and internal knowledge repositories to support accurate quote creation.
Integrates with APIs and communication tools
Connects with enterprise APIs, CRM platforms, ERP systems, email services, and business applications to retrieve information, validate data, and automate quoting workflows.
Improves quote accuracy and compliance
Applies business rules, approval policies, pricing governance, and compliance requirements throughout the quoting process to reduce costly errors and improve consistency.
Reduces administrative workload
Minimises support requests by enabling sales teams to solve common quoting issues independently through intelligent, in-context assistance.
How it works
Every deployment begins with a discovery workshop to understand your CPQ workflows, sales processes, pricing models, approval rules, knowledge base, and system architecture. Next, Omnifys configures the Quote Assist Agent to align with your product catalogue, pricing policies, business rules, compliance requirements, and organisational objectives.
The platform securely integrates with your CPQ solution, CRM, ERP, knowledge management systems, APIs, product documentation, pricing databases, and communication platforms. Then, every request is intelligently routed across 15+ leading Large Language Models (LLMs) to deliver accurate, context-aware recommendations while achieving the optimal balance of quality, speed, and cost.
Following implementation, the solution operates in a supervised pilot where sales leaders, CPQ administrators, and business users validate responses, review recommendations, and refine workflows. After approval, the assistant moves into production with enterprise monitoring, configurable approval workflows, audit logs, human review controls, and advanced AI guardrails.
Omnifys continuously monitors AI performance, updates knowledge sources, improves recommendation quality, and optimises workflows. Consequently, your organisation benefits from increasingly accurate quoting assistance while maintaining complete control over pricing, compliance, and business policies.
Why Choose Quote Assist Agent?
Accurate quoting is essential for maintaining customer trust, protecting profit margins, and closing deals faster. The Omnifys Quote Assist Agent helps organisations simplify quote creation, improve compliance, and reduce delays through intelligent AI-powered assistance.
Benefits include:
- Resolves quote errors directly within the quoting interface
- Provides instant answers using your knowledge base and CPQ documentation
- Recommends guided fixes for pricing, configuration, and approval issues
- Supports accurate product configuration and pricing decisions
- Improves quote accuracy and business policy compliance
- Reduces dependency on CPQ administrators and support teams
- Integrates with CRM, ERP, CPQ platforms, APIs, and enterprise applications
- Speeds up quote generation and sales cycle completion
- Improves sales productivity and customer experience
- Helps organisations create consistent, compliant, and error-free sales quotes
Why Omnifys
Omnifys, a joint product of Omni Academy & Consulting (MHSG Consulting Group), has delivered enterprise AI, automation, CRM, CPQ, and digital transformation solutions since 2010. We support organisations across the USA, Canada, Australia, and the Middle East with fully managed AI solutions that improve sales performance, operational efficiency, and customer engagement.
Unlike standalone AI software, Omnifys delivers a fully managed implementation tailored to your CPQ environment, sales workflows, and business objectives. Our specialists configure, deploy, monitor, secure, and continuously optimise every Quote Assist Agent solution to maximise business value.
Every deployment includes:
- Fully managed implementation and onboarding
- AI powered by 15+ leading Large Language Models (LLMs)
- Secure CRM, ERP, CPQ, API, and knowledge base integrations
- Enterprise-grade security, governance, and compliance
- Human approval workflows and configurable AI guardrails
- Continuous AI optimisation and performance monitoring
- SLA-backed technical support and ongoing maintenance
- Regular platform updates and workflow improvements
The Omnifys Quote Assist Agent helps organisations streamline quote creation, resolve pricing and configuration issues faster, improve sales productivity, ensure policy compliance, and deliver accurate, professional quotes that accelerate deal completion and drive sustainable business growth.ery agent ships with SLA-backed support, model monitoring and post-deployment optimization.