Versioned profiles
Published logic remains traceable when a new version is created.
Smart pricing
Build consistent quote prices from governed rules
OfferAgent smart pricing converts canonical customer and service data into proposed quote lines through published pricing profiles and deterministic rules. Sellers can simulate the calculation, inspect the explanation and adjust permitted manual lines before saving a revision. The engine records inputs, rule version, outputs and rounding so the same calculation can be reproduced later.
Consistent prices need visible rules
Hidden spreadsheet logic is hard to test, explain and evolve across services or industries.
How it works
- 01
Define inputs
Use canonical fields with units and validation.
- 02
Build a profile
Combine price books, rules, taxes and rounding.
- 03
Simulate
Run representative scenarios and inspect explanations before publishing.
- 04
Review in the quote
Let the seller approve the suggested rows in a new revision.
Product proof: explained calculation
The pricing workspace exposes profile version, simulation result and publication state.
Prerequisite: Requires Quote access and an approved pricing profile.
Pricing profile workspaceProduct flow
- 1Draft configured
- 2Simulation passed
- 3Version published
Open the signed-in product workspace
Sign-in and the correct plan are required. This link is not a public demo.
What this capability supports
Deterministic rules
The same valid inputs and version produce the same output.
Calculation explanation
Show which rules and values contributed to every proposed line.
Manual review
Keep seller-controlled rows and overrides explicit in the revision.
Prerequisites and clear boundaries
OfferAgent states what the capability does and what still requires configuration, permission or a human decision.
- Rules calculate from configured data; they do not discover a commercially correct price.
- Profiles must be simulated and approved before production use.
- AI recommendations never replace the deterministic pricing result.
Frequently asked questions
Can sellers adjust a calculated quote?
Yes, within the controls configured for the revision; adjustments remain explicit and traceable.
Can one account use several price models?
Yes. Separate profiles can cover services, markets or approved commercial models.
Does AI set the final price?
No. Published rules calculate prices and a person reviews consequential changes.
Can we test changes first?
Yes. Simulation runs against a draft version before it can be published.