The future of quoting is already here – and it’s powered by AI 

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Quoting and AI

At Walpole Partnership, we’re seeing a seismic shift in how Opportunity-to-Cash workflows are being transformed by AI capabilities built on CPQ Cloud. Whether you’re just starting to explore AI or accelerating into “agentic” autonomy, here’s how we break it down:

👉 Predictive AI – think of it as the intelligent forecast engine: it analyses historical quote, product and win-loss data to signal what deals are likely to close, which configurations drive margin pressure and where you should steer your quoting strategy. The result? Higher win-rates, less discount leakage and more visibility into the next best move.

👉 Generative AI – this is the creative power-up inside the quoting system. With Gen AI-capabilities embedded into CPQ, you can auto-generate quote narratives, personalised customer summaries, next-product suggestions and more. As we highlighted earlier this year, this isn’t just for the future – it’s live.

👉 Agentic AI – If predictive shows you where to go and generative writes the draft, agentic takes the wheel. It’s about orchestrated actions: e.g., an AI-driven “agent” spots a high-value deal, proposes optimal configuration, triggers approval workflows, and even liaises cross-system (CRM, Billing, order fulfilment) to keep things moving. It’s the Quote-to-Order (Q2O) lifecycle, dialled up.

Why this matters for CPQ customers:
🔺 Businesses still on legacy CPQ architectures risk missing out on these innovations.
🔺 Upgrading to the Modern UX and AI-ready framework opens the door to full AI-driven quoting, approvals and revenue operations.
🔺 It’s no longer just about ticking boxes in configure-price-quote; it’s about turning CPQ into a strategic revenue acceleration engine.

At Walpole Partnership, we’re not just talking about AI in CPQ, we’re helping clients implement it. From audit → roadmap → implementation, we enable you to move beyond “what-if” into “what’s next”.

Are you ready to leverage Predictive, Generative and Agentic AI inside your CPQ environment? Let’s talk, and let’s make your quoting smarter, faster and ahead of the curve.

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