Quoting is slow and hard to track
Selection, pricing, and approvals become manual back-and-forth. Quote state and next steps remain difficult to see.
Agentic CPQ, built on a proven revenue architecture
Stop losing revenue at the Quote stage.
Most revenue leaks start at the quote: wrong pricing, missing guardrails, and deals that never reach billing intact.
Quote #Q-2048
Enterprise Connectivity Bundle
Human or AI agent initiatedAccountNorthstar Networks
Contract term36 months
Total contract value$284,760
ConfigureValid bundle and dependencies
PriceDiscount, margin and terms
QuoteApproval and proposal
ProductQtyPriceDiscountMargin
Managed Network Core1$4,8008%34%
Secure Edge Sites12$9,24012%29%
SIP Trunking320$12,6005%32%
Premium Support1$1,9800%41%
Configuration6 products configuredNo conflicts or missing dependencies
Core WANUCaaSFirewallSupport
Margin31.4% gross marginProtected above the 25% floor
Floor25%
Current31.4%
ProposalVersion 3 completeCustomer review package is ready to send
- Proposal readyCommercial summary attached
- Terms validatedClause set approved
- Send to customereSign package prepared
ApprovalFinance review activeDiscount threshold routed automatically
- Sales managerApproved in 12 min
- FinanceReview in progress
- LegalQueued if non-standard terms
CPQ360.ai governs pricing and approvals at the source, so every quote reaches billing clean, whether it is rep-built or agent-built.
Trusted for complex quoting
Where complex quoting breaks
Quoting breaks when sales, finance, and fulfillment do not share one truth.
Buyers want a fast, frictionless quote. Sales and finance want margin protection and a clean path from quote to contract to billing.
Margins leak silently
Discounts, taxes, and one-time charges need guardrails before a quote leaves the business.
Amendments are messy
Renewals, expansions, and mid-term changes create versioning risk when the quote trail is uncontrolled.
Contracts do not match billing
Re-keyed terms create billing errors, fulfillment delays, and avoidable customer disputes.
How it works
From product selection to approved quote, without losing control in between.
CPQ360.ai keeps the commercial decision structured from the first requirement through pricing, approval, and customer-ready proposal.
CPQ Dashboard
Quotes Board
Quote Creation
AI Suggestions
Quote Approval
Detailed Approval
Approval Rules
Core CPQ360.ai capabilities
Everything your team, and your AI agents, need to build accurate, profitable quotes.
Guided selling
Start from a prompt, brief, cloned quote, CSV, or manual flow. CPQ360.ai structures intake and keeps every seller, or agent, on the right path.
Product configuration
Turn a complex catalog into a guided experience that prevents missing dependencies and invalid combinations.
New Quote for Sandy SmithACC-2026-1006
Search Template…
Recommended templates for Software (SaaS) / EnterpriseUCaaS TemplateStandard · Premium · C1001
UCaaS StandardStarter Plan · Enterprise Plan · SMB Plan
UCaaS SMB TemplateStarter Plan · Enterprise Plan · SMB Plan
SMB TelecomMonthly Plan · Starter Plan · Starter Plan
Clone QuoteUpload CSVAI PromptFrom Scratch
UCaaS Template
Hosted voice, SIP Trunk, DID and the VoIP Phone
ProductQtyUnitTotal
Standard× 1$25$25
Premium× 1$35$35
C1001× 1$10$10
Cisco 7821× 1$299$299
Avaya J100× 1$249$249
Starter Plan× 1$5$5
Standard DID× 1$5$5
Sandy SmithACC-2026-1006 · Location 3090 Preston Rd
1 Location2 Products3 Line Items4 Review
DIDDID-001 · 3 plans
$10/moHostedPROD-2026-1006 · 1 plan
$10/moHosted VoicePROD-2026-1007 · 3 plans
$25/moStarter PlanAI Pick · PROD-2026-1007
$25/moEnterprise PlanAI Pick · PROD-2026-1007
$55/moAI SuggestionsBased on Sandy Smith’s profile
Starter PlanHosted Voice+
Enterprise PlanVideo Conferencing+
Pricing and margin control
Model recurring, one-time, usage, tiered, and hybrid pricing while exposing the commercial impact of every adjustment.
Approval automation
Route discounts, margin exceptions, and non-standard terms to the right reviewers with complete context and visible status.
Collaboration and finalization
Keep comments, revisions, approvals, proposals, and signatures connected to one controlled quote record.
CLM + eSign handoff
Capture terms and prepare quote-to-contract handoff with clean commercial context and proposal assets.
Quotes113 Total · $35,607.99 pipeline
Drafts 15
In Review 5
Ready to Send 1
With Customer 15
Integration CenterCRM, billing and developer connections
12 activeCRM integrationsBring opportunity, account and contact context into the quote.
2 connected
Billing platform integrationsSend approved products, prices and terms downstream cleanly.
2 connected
APIs, MCP & moreExtend the commercial workflow with event-based and agent-ready connectivity.
EnabledREST APIsCatalog, quote and approval endpoints
WebhooksQuote, approval and status events
MCP toolsAgent-ready commercial actions
File exchangeCSV and structured imports or exports
Ecosystem plugins
Connect to CRM systems such as Salesforce and HubSpot, billing systems such as Stripe and OneBill, and many more enterprise systems out of the box.
APIs, MCP & integrations
Use CPQ360.ai as a complete workspace, embed it in an existing process, or connect it through REST APIs, webhooks, or MCP.
Core CPQ360.ai architecture
From opportunity to approved quote — in one place
CPQ360.ai sits between your CRM and your billing stack, turning raw deal information into an approved, revenue-ready quote.
Keep your stack. Add the quoting layer.
Bring your own stack: CRM, billing, and everything between.
CPQ360.ai does not ask you to replace what is already working.
Built for complex quoting, wherever it happens
Wherever quoting gets hard, CPQ360.ai was built for it.
Industry 01
Telecom
Bundled plans, usage tiers, multi-site contracts, and channel or reseller pricing within one governed approval trail: the complexity CPQ360.ai was proven on inside OneBill.
A reseller quotes a 12-site connectivity deal with recurring plan pricing per site, usage-based overage tiers, and a 15% channel margin. Everything is validated and approved before it reaches the customer, with no manual reconciliation between sales and billing.
Frequently asked questions
What teams ask before adopting CPQ360.ai
What types of products and pricing can CPQ360.ai support?
CPQ360.ai supports configurable products and bundles alongside recurring, one-time, usage-based, tiered, volume, ramp, CPI-adjusted, discount, coupon, and hybrid pricing models, with margin and terms visible before a quote goes out, whether a rep or an AI agent built it.
Can CPQ360.ai work with our existing CRM?
Yes. Customer, account, and opportunity context comes into CPQ360.ai through supported integrations, APIs, or MCP, so sellers and agents start from what is already in the CRM instead of recreating it.
Does CPQ360.ai include approval workflows?
Yes. Approval paths route on discount levels, margin exceptions, and non-standard terms, with full context attached regardless of whether the exception came from a rep’s discount request or an agent’s negotiation.
Does CPQ360.ai handle billing, or just the quote?
CPQ360.ai governs quote-to-revenue. It gets a deal from configuration to an approved, billing-ready commercial package. Revenue itself is realized wherever your billing stack lives: Stripe, Chargebee, OneBill, your own systems, or a broader Q2R2C platform. CPQ360.ai is not tied to a single billing vendor; it hands off clean, structured, approved data so revenue recognition starts correctly, whoever generates the invoice.
Can approved quote data reach our ERP or billing platform?
Yes. CPQ360.ai produces structured commercial data for downstream handoff through available connectors, APIs, or webhooks. The exact workflow depends on the receiving platform and the automation you want.
Can CPQ360.ai be used without replacing our current systems?
Yes. CPQ360.ai runs as a focused standalone quoting workspace, connects to the systems already in place, and supports embedded or headless workflows for teams that want quoting to start inside an existing application.
Put your hardest quote to the test
See how CPQ360.ai protects revenue.
Walk through your products, pricing, approvals, and agentic workflow with our team, or start with a hands-on trial using your own catalog.