RFP Response Assistant
Analyze RFP PDFs in Agentforce, extract questions, retrieve matching knowledge-base answers, and refine responses with prompts.
CRMIT SolutionsFree
Quick Estimate Agent
by Veloce CorporationSalesforceFreemium
Generates customer estimates in Agentforce from requirements, account and opportunity information, Salesforce CPQ history, and Revenue Cloud.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Quick Estimate Agent produces customer estimates from stated requirements. It compares a customer profile with similar needs and explains the factors behind costs. The agent identifies likely missing requirements and summarizes relevant prior orders. It can use information from Salesforce, Salesforce CPQ, Revenue Cloud, and Data Cloud, and assigns a relevance score to responses.
Key capabilities
from the Salesforce AppExchange listingCustomer data matching
The agent identifies relevant customer information and requirements from account and opportunity records.
History-based estimates
Agents can create comparable estimates from Salesforce and Salesforce CPQ history.
Revenue Cloud estimates
Agents can produce bottom-up estimates with Revenue Cloud.
Cost factor summaries
The agent explains which factors contribute to estimate costs.
Requirement identification
The agent identifies likely missing requirements for a customer situation.
Data Cloud enrichment
Data Cloud information can be incorporated into agent responses.
Response relevance scores
The agent assigns a relevance score to responses based on customer requirements.
Who it's for
Sales representatives and sales development teams.
In the catalog
144 plugins in Agentforce · Sales
Price distribution: 44 free, 32 freemium, 68 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Freemium
More from Veloce Corporation
Similar plugins in Agentforce · Sales
View all 144 →
Octopus
Generates PDF, Word, or Excel documentation for selected Salesforce items in Agentforce.
Astrea IT Services Pvt LtdFree
Merge Connect | Salesforce Document Generation, Easier Than Ever
Generate documents from Salesforce records in Microsoft and Google formats.
AppiphonyPaid
SendSafely for Salesforce| End to End Encryption wherever data is shared
Encrypts and controls sensitive file sharing in Salesforce Agentforce and Experience Cloud.
SendSafelyFree
What the vendor says
«The Quick Estimate Agent helps your reps be more responsive, trusted, and educated about the customer and your products, while allowing you to take an incremental approach to adopting Revenue Cloud. Quick Estimate helps you use Agents to help take a step forward for your Revenue Cloud journey while leveraging what's …»