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Now Assist for CPQ › Sales Customer Relationship Management
Release: Australia · Updated: 2026-05-27 · Official documentation · View source

Using Now Assist for Configure, Price, Quote (CPQ)

Use agents in an agentic workflow or as standalone agents to achieve specific automated outcomes.

Use Now Assist for CPQ to generate a summary of a quote to:

  • Summarize key quote components during early customer discussions or pre‑discovery.
  • Provide an updated view of the quote after revisions, without requiring the review of multiple records.
  • Provide a single, consolidated snapshot of all actions, tasks, and notes derived from a quote in one place.
  • Highlight custom pricing, discounts, and negotiated changes made during the quoting process.
  • Review the quote prior to sending it to the customer to confirm accuracy and completeness.
  • Support internal handoffs by summarizing the quoted offer for internal teams.