Pricefx Agents & Deal Optimization for Salesforce
Optimizes quotes, pricing, negotiations, and product recommendations within Salesforce Agentforce.
PricefxPaid
soasc for Agentforce (Beta)
by OPRO Co., Ltd.SalesforceFreemium
Creates Salesforce quotes in Agentforce from item details, quantities, discounts, and meeting notes.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Creates a quote record in Agentforce when Einstein receives item and quantity details from an opportunity. It can also detect quote-creation tasks in meeting notes and generate a quote with items, prices, and quantities. Notes may come from Einstein Conversation Insights, integrated third-party tools, or manual entry. Salesforce Flow and soasc reporting features can support workflow automation and document generation.
Key capabilities
from the Salesforce AppExchange listingOpportunity quote creation
Einstein creates a quote record from item names and quantities specified from an opportunity.
Meeting note processing
Einstein detects quote-creation tasks in meeting notes and generates a corresponding quote record.
Quote detail generation
A meeting note summary can produce a quote containing items, prices, and quantities.
Conversational quoting
Einstein can create a quote from item names, quantities, and discount rates provided in a conversation.
Flow integration
The add-in integrates with Salesforce Flow for workflow automation.
Document generation
Integration with soasc reporting features supports document generation.
Use cases
- A quote can be prepared after an initial meeting when its summary is added to an opportunity.
- Teams can enter meeting notes manually or use Einstein Conversation Insights as the source for quote creation.
How it compares
soasc for Agentforce creates quote records from opportunity conversations and meeting notes, including items, prices, quantities, and discount rates. Pricefx Agents & Deal Optimization for Salesforce focuses on real-time pricing guardrails, win probability, and product recommendations through its optimization engines while sellers work on a quote.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Pricefx Agents & Deal Optimization for Salesforce | Paid | Cloud |
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
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What the vendor says
«Integration with Agentforce By simply launching Einstein from an opportunity and specifying the items and quantities, soasc automatically creates the quote record. Additionally, Einstein detects quote creation tasks from meeting notes and generates the corresponding quote record. Free Package Users of soasc can use …»