AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

The Fastest RevOps Solution for CPQ

Simple, Easy, and Affordable Quoting

Overview

The AgileQuote native application for SalesForce has allowed us to create a robust, integrated system that minimizes our risk and maximizes our ability to focus on the business. -Simone

1 of 7

See How The Fastest RevOps Solution for CPQ Works

  • Drag and drop quote lines and groups Group, clone, or delete items

  • In-line Modification of lines, quantities, prices, bundles, and discounts Customizable Line Item Visual Cues

  • Customizable Metadata Configure using clicks not code and Salesforce standard objects

Clicks to Quotes is our claim to fame. We reduce the number of clicks throughout the configure, price, and quote process by up to 50%. Supercharge your RevOps and Quote to Cash activities by deploying and configuring AgileQuote in hours not weeks! ✔ Speed Drag and Drop quote changes in-line Grouping quotes Re-order line items, groups, filters Create quotes from Accounts and Contacts using flow or templates and create opportunities automatically ✔ Product Bundles Create includes/excludes rules Grouping of items Display/hide bundle items on a quote Re-configure on the quote screen ✔ Discount Schedules Per unit, %, step, or tier Reconfigure for specific line item requirements Disable at a line item level on a quote

Categories

Business Needs
Quotes & Orders
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

More from Cloud First Labs

  • AgileComp - Supercharged Commissions in Salesforce
    by Cloud First Labs
    "We have cut our payroll processing time down by an entire day! Our Sales Team loves the ease of accessing the statements, the dashboards, and the amount of information they can access". -- Keli M.
    Compensation Management

  • MSP Automation and CloudFirst Finish for AI Apps
    by Cloud First Labs
    Ship the Salesforce app AI started. CloudFirst Finish hardens vibe-coded Apex and LWC, cuts technical debt, and clears AppExchange review. We also automate MSP sales-to-PSA so closed deals reach delivery with no re-keying.