AUTONOMOUS CX
Deal Closing Assistant
Automate quote creation, pricing validation, and order processing to turn agreements into revenue faster.
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Overview
The Deal Closing Assistant accelerates revenue by automating the final mile of sales. Using AI to turn opportunity data into accurate quotes, validated pricing, and confirmed orders, it reduces errors, ensures compliance, and speeds time to close. This enables sales teams to convert agreements into revenue faster while delivering a connected, trusted customer experience at scale, every time.
Tasks this assistant can help with:
- Automating quote creation using opportunity details, product, and customer data
- Driving intelligent pricing, inventory validation, and discounting without manual intervention
- Checking product availability and configuration in real-time
- Generating ready-to-approve quote drafts from email engagement and opportunity information
- Initiating order creation and downstream processes automatically from accepted quotes
- Maintaining real-time synchronization of quote, pricing, and order data across systems
Example use cases for this assistant:
- AI‑driven quote creation using opportunity, product, and pricing context to generate accurate, customer‑ready quotes
- Real‑time pricing accuracy and compliance through AI‑based validation of pricing rules, discounts, and policies
- Faster proposal responses and approvals through rapid creation, review, and approval of quote drafts
- Automatic conversion of accepted agreements into orders without manual handoffs or delays
- Seamless deal execution across systems through orchestrated, agentic workflows for quoting, pricing, and order creation
Benefits
Accelerate revenue realization
Close deals faster by automating the transition from quote to order with AI.
Improve pricing accuracy and compliance
Ensure every quote reflects correct pricing, discounts, and policies.
Reduce manual effort when closing deals
Automate quote creation, pricing validation, approvals, and order generation, eliminating repetitive tasks and reducing back-and-forth across the closing process.
Increase seller productivity through the final stage
Enable sellers to focus on negotiation and customer engagement to get deals over the finish line.
Ensure smooth, connected execution
Connect quoting, pricing, and order processing for streamlined delivery and revenue realization.
Enhance visibility and control
Maintain real-time updates across opportunities, quotes, and orders through AI insights.
Agents used by this assistant
Use the Deal Closing Assistant to orchestrate specialized AI agents, including Joule Agents that apply SAP’s process expertise or custom agents you create.
Sales Quoting Agent
Generates accurate quotes using opportunity, product, and pricing data automatically.
Sales Pricing Agent
Validates pricing, discounts, and policies in real time to ensure accuracy and compliance.
Order Automation Agent
Converts accepted quotes into confirmed orders automatically and streamlines fulfillment.
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Sales Assistant
Automate opportunity updates, insights, and meeting preparation to speed deal progression and reduce manual labor.
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Move your CX strategy forward
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Explore Autonomous CX
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