AUTONOMOUS CX
Deal Closing Assistant
Automate quotation creation, price validation, and order processing to convert agreements into revenue more quickly.
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Overview
The Deal Closing Assistant accelerates revenue by automating the final stage of sales. By using AI to transform opportunity data into accurate quotations, validated pricing, and confirmed orders, it reduces errors, ensures compliance, and accelerates the time to close. This enables sales teams to convert agreements into revenue more quickly while delivering a connected, trusted customer experience at scale, every time.
Tasks this assistant can help with:
- Automating quotation creation using opportunity details, product, and customer data
- Enabling intelligent pricing, inventory validation, and discounting without manual intervention
- Checking product availability and configuration in real time
- Generating ready-to-approve quotation drafts from email engagement and opportunity information
- Automatically initiating order creation and subsequent processes from accepted quotations
- Maintaining real-time synchronisation 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 quotations
- Real-time pricing accuracy and compliance through AI-based validation of pricing rules, discounts, and policies
- Quicker proposal responses and approvals through swift creation, review, and approval of quotation drafts
- Automatic conversion of accepted agreements into orders without manual handovers or delays
- Seamless deal execution across systems through orchestrated, agentic workflows for quoting, pricing, and order creation
Benefits
Accelerate revenue realisation
Close deals more quickly by automating the transition from quote to order with AI.
Improve pricing accuracy and compliance
Ensure every quotation 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 throughout 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 realisation.
Enhance visibility and control
Maintain real-time updates across opportunities, quotations, and orders through AI insights.
Agents used by this assistant
Use the Deal Closing Assistant to orchestrate specialised AI agents, including Joule Agents that apply SAP’s process expertise or custom agents you create.
Quotation Builder Agent
Automatically generates accurate quotations using opportunity, product, and pricing data.
Sales Pricing Agent
Validates pricing, discounts, and policies in real time to ensure accuracy and compliance.
Order Automation Agent
Automatically converts accepted quotations into confirmed orders and streamlines fulfilment.
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Sales Assistant
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Advance your CX strategy
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