AI Guided Configuration
The agent guides reps and dealers through the right configuration without the need for consfusing and complex cascading logic.
Outcome: Reps get to the right configuration for the customer and for your company, fast.
Bundling & Upsell
Automatically surfaces the right accessories, add-ons, and bundles based on what's being configured. More complete orders, less margin left on the table.
Outcome: Higher order value, automatically
Pricing & Quote Generation
Generates accurate, complete quotes on the spot with your pricing rules, discounting logic, and approval workflows built in. No back-and-forth with the home office.
Outcome: Quote in minutes, not days
Budget Optimization
If a customer's budget doesn't fit, the agent reconfigs to find the best solution within range — keeping the deal alive instead of losing it to a cheaper competitor.
Outcome: Fewer deals lost to budget
Product Sales Expert
Answers any product question from your full catalog — specs, compatibility, lead times, alternatives. Reps stop guessing and start closing.
Outcome: No more "I'll have to get back to you."
Project Collaboration
Reps, dealers, and customers work on the same quote together — in real time. No version confusion, no lost context, no deals stalling over a spreadsheet.
Outcome: One source of truth per deal