CPQ Genie ​

CPQ (Configure-Price-Quote) Genie is an AI-powered Salesforce CPQ assistant that streamlines quote creation, enforces business rules, and maintains clean, consistent Salesforce data across Accounts, Opportunities, Quotes and related workflows.

What CPQ Genie does ​

CPQ Genie supports sales representatives throughout the quote-to-cash process:

• Accelerated quote creation and management: Automates quote creation through guided, AI-assisted flows (single-line and multi-line), including product search, price book selection, and CPQ rules validation
• Contract amendments and renewals: Streamlines upsells, downsells, term changes, and renewal quotes from existing contracts with CPQ validation

Connected systems ​

CPQ Genie integrates with your Salesforce CPQ instance and communication platforms:

• CRM: Salesforce (with Salesforce CPQ)
• Communication: Workato GO, Slack, Microsoft Teams