AI Agents

Revenue ops

Pricing Configurator Agent

Turns a complex configuration into a priced, approved quote without three days of back and forth.

PilotReviewed September 3, 2026
Internal apps · Pricing Configurator
Demo data
  1. Sales rep

    Client wants the 12-ton unit with the extended warranty and delivery in six weeks.

  2. Agent

    That combination is valid, but the extended warranty on this model needs the reinforced frame. With it the price is $84,200 and delivery is nine weeks, not six.

  3. Salesforce · quote Q-3390 written · catalog version 2026.08 · margin 31% · assumptions and exclusions stated
  4. Handoff to a person

    The rep asks for 6 points of discount: routed to the person who holds that authority, with the margin shown.

Internal appsSalesforceHubSpotPrice catalogs
KPI it moves
Quote turnaroundMeasured in pilot
Channels
Internal appsEmailSlack / Teams
Integrates
  • Salesforce
  • HubSpot
  • Price catalogs
  • Your ERP
  • Product catalog
A sales engineer working on a configuration beside a model of an industrial pump
Revenue ops

What it does

A complex configuration turned into a priced, approved quote.

Where it lives

Your cloud, your repo, your IP.

1. Receives 2. Looks up 3. Decides 4. Acts 5. Escalates

Channels

  • Internal apps
  • Email
  • Slack / Teams

Pricing Configurator Agent

03Decides

Systems it integrates

  • Salesforce
  • HubSpot
  • Price catalogs
  • Your ERP
  • Product catalog

A person on your team

01

Receives

Takes the requirement from the rep, the email or the CRM opportunity, in whatever shape it arrives.

02

Looks up

Reads the catalog, the compatibility rules, the customer's price list and current lead times.

03

Decides

Builds a configuration that is actually buildable and prices it inside the approved margin.

04

Acts

Writes the quote in the CRM with the assumptions, the exclusions and the validity date stated.

05

Escalates

Sends any discount or non standard term to the person who owns that authority, with the margin shown.

KPI it moves

Targets set, being measured.

These are the numbers we sign in the KPI Contract, not results, until the pilot closes.

Proof Ledger
Pilot targets

Target, being measured

3 days to under 1 hour

Time to a valid quote

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Before

3 days

Target

Under 1 hour

Target, being measured

Under 2%

Quotes with a pricing or configuration error

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target

Target, being measured

Down by half

Margin leakage from unapproved discounts

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Before

Baseline

Target

Half

Reviewed September 3, 2026

How it is governed

Every action has an owner, an eval and a limit.

Set in the Blueprint, enforced by the Govern layer of the platform.

Govern · Approval queue
Demo data

Waiting for a person

18% discount · beyond the standard ladder

Quote Q-2207 · 3 configured lines

Weekly eval

Passing

Configuration validity against engineering rules

99.0%

Last 8 runs
95.9% → 99.0%

Prices match the catalog of record

Limit, enforced

Line 2 raised to the floor price

Human approvals

  • Every discount beyond the standard ladder
  • Non standard terms, by legal and finance

Typical evals

  • Configuration validity against engineering rules
  • Pricing accuracy against the catalog of record

Limits

  • No price below the approved floor, at any level
  • It never sends the quote to the customer by itself

Time to production

8 to 12 weeks

of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks

As a Library agent it needs 2 to 4 weeks of tuning inside the pilot, most of it on your policies and your systems, not on the model.

DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.

How we deploy
The four phases
Commitment gate
  1. 01Discovery Express

    2 sessions, no cost

  2. 02Blueprint

    1 to 2 weeks

  3. 03Pilot

    8 to 12 weeks

  4. 04Scale & Managed

    Continuous

  • Pilot, first 8 weeks
  • Up to week 12 of the pilot
  • This agent: 2 to 4 weeks of tuning, inside the pilot
  • Commitment gate: the KPI decides Scale

Proof and demo

What backs the label.

Proof Ledger note

Pilot

Running today. The figures above are targets signed in the KPI Contract until the pilot closes.

Reviewed September 3, 2026

Where this agent sits on the maturity policy

  1. Reference architecture
  2. PilotToday
  3. In production

The Discovery Express shows this agent on your data, live. Two sessions, no cost.

See this agent with your data

Related agents

Same function or industry.

All agents
A solutions architect sketching an architecture diagram on a whiteboard
In productionInternal use

Revenue ops

Quote & Proposal Agent

KPI it movesMeasured

Transcript to proposal in 40 to 45 minutes

FAQ

Direct answers.

That one writes the proposal document. This one solves the configuration: what can be built together, at what price, with which lead time, before a document exists.

No. If your rules live in spreadsheets and in two people's heads, the Blueprint is where they get written down, versioned and owned.

Never. Anything beyond the standard ladder goes to the person who holds that authority, with the margin impact shown next to the request.

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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