MenuAgentExchange
SalesforceSlack

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

By Cloud First Labs

Simple, Easy, and Affordable Quoting

$396   USD/user/year

Discounts available for nonprofits

Try It
Business Need
Quotes & Orders

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

  • AgileQuote Overview

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Agile Quote/SUMMER_L1_2022 1.40.0
Listed On
11/30/2020
Latest Release
06/30/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 17
App Builder: 1
Community Builder: 2
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.40.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/23/2020

Additional Details

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

Need help?

Cloud First Labs

Tampa, FL

Support Phone813.694.2597
Other ResourcesEmailTerms & Conditions