Agentforce Cuts Sales Quoting Time by 75%, Dramatically Reduces Manual Work for Reps

At a glance:

• Sellers generate accurate quotes in seconds by simply describing what they need — like “Quote 25 licenses with a 10% discount” — using Agentforce for Revenue, embedded within Revenue Cloud.
• Teams configure products faster and handle more complex quotes with Revenue Cloud’s Product Configurator, which supports quotes exceeding a thousand lines and augments traditional rules-based configuration with a new guided constraint builder.
• Revenue and IT teams deploy Agentforce on any channel thanks to an API-first architecture, where every revenue process is exposed as an API. Easily connect revenue channels, deploy agents, and scale automation quickly.

Quoting should be simple. But for most sales reps, it’s anything but. They are forced to hunt for the right combination of SKUs, interpret complex pricing rules, check legal terms, and wait on approvals, all while under pressure to move fast. A single mistake can lead to delays, rework, or worse: sending an incorrect quote. This inefficiency directly slows down deal velocity and revenue.

That’s why Salesforce is introducing Agentforce for Revenue. It brings digital labor that takes on routine work like quoting, follow-ups, and data entry, so every rep can focus on building relationships and driving revenue. Embedded in Revenue Cloud, this solution combines the power of humans and AI agents to streamline the entire quote-to-cash process, from quoting and contracting to ordering and invoicing, with greater speed, accuracy, and confidence.

Agentforce empowers reps to create accurate, customized quotes in seconds. Reps simply describe what they need — like “Quote a new generator with the usage-based energy pack” — and Agentforce instantly generates the quote, automatically pulling the correct products, pricing, and terms. Salesforce is already using Agentforce internally and has seen a 75% decrease in quoting time along with an 87% reduction in clicks for its own sales team.

And it’s not just Salesforce seeing results. Agentforce is designed to deliver quoting speed and accuracy to customers across any industry, from manufacturing to healthcare. Take AdMed, Inc., a leader in pharmaceutical and biotech training, which is now leveraging Revenue Cloud to modernize its sales process.

“Revenue Cloud is transforming the way we do business,” said Bill Francy, President of Client Services at AdMed, Inc. “We’re currently piloting the new quoting agent, and we expect it to cut manual work, accelerate deal cycles, and get quotes to clients faster than ever. It’s not just about efficiency. It’s about unlocking more closed-won opportunities and scaling smarter.” 

Generating a quote is only the first step. To truly unlock speed and accuracy across the entire quoting journey, sellers also need a smarter way to configure products.

After a quote is kicked off by Agentforce, sellers use Revenue Cloud’s enhanced Product Configurator to quickly tailor complex offerings, including quotes with more than a thousand line items. Unlike traditional CPQ tools that rely solely on rigid, rule-heavy systems, Salesforce’s new constraint-based logic engine augments those traditional approaches, giving customers the flexibility to handle whatever complexity their business demands. It uses bidirectional rules and point-and-click templates to dramatically reduce rule maintenance and authoring time. Think of it as a GPS for quoting that guides reps to valid configurations in real time, speeding up time-to-quote.

Today’s revenue operations are more complex than ever. According to Deloitte, 71% of B2B executives struggle with manual, fragmented sales processes — and 13% of deals are lost because of disconnected tools. As hybrid monetization models become the norm, reps don’t have time to manually piece together subscriptions, usage-based pricing, and service offerings. Revenue Cloud, powered by Agentforce, eliminates that complexity, unifying all transaction types on a single quote, and carrying the transaction data through to the order and invoice.

To make this possible, Salesforce rebuilt its CPQ solution as the all-new Revenue Cloud: the industry’s first composable, AI agent-powered revenue platform. Its API-first architecture embeds every revenue business process within accessible APIs, making it easy for agents to sit atop and interact with those processes.

“Salesforce CPQ helped usher in the second wave of revenue management by enabling recurring revenue at scale,” said Meredith Schmidt, EVP and GM of Revenue Cloud at Salesforce. “Now, with Revenue Cloud, we’re delivering the third wave: revenue management powered by an API-first, composable, and agent-ready platform that lets revenue flow seamlessly across every channel, from sales reps and partner portals to self-service and field service.”

Agentforce and Revenue Cloud unify structured and unstructured data (purchase history, product catalogs, connected asset insights) for timely, accurate actions. This data, harmonized in Data Cloud, powers Agentforce’s agentic AI, enabling teams to deploy autonomous, goal-oriented agents that can reason and act. Unlike traditional AI assistants that merely suggest next steps, Agentforce executes tasks end-to-end, freeing sellers for higher-value work.

Throughout the entire process, data is protected by the Salesforce Trust Layer. Agents operate securely within employee-specific permissions, helping to ensure both agent and employee access only authorized data and actions. This allows every quote to comply with company policies, pricing rules, and customer data, significantly reducing time-to-quote.

These innovations are part of Salesforce’s Summer ’25 release, the biggest yet for Revenue Cloud, and all are available today. With this release, Revenue Cloud provides teams with greater power, flexibility, and speed than ever before. Additional capabilities include:

Seamless Workflows with Slack and CRM: Agentforce is available in Slack via API, as well as from the opportunity, quote, and account records within Salesforce. This means sellers can start, edit, and finalize quotes from wherever they are, all within the same flow of work. Quotes follow the transaction, so there’s no rekeying or duplication.

Revenue Cloud Billing: As a complete revenue platform, Revenue Cloud’s API-first architecture empowers users to create their own agents to support any process across the quote-to-cash lifecycle, including billing. With all data from quote to invoice on a single platform, Revenue Cloud Billing facilitates accurate and transparent invoicing.

Revenue Management Intelligence: Sales, finance, and operations teams can accelerate decision-making with real-time visibility into their entire revenue lifecycle. Tableau Next, embedded in Revenue Cloud, provides a clear view of key metrics like pricing trends, order flow, and revenue performance, empowering teams to act instantly on insights.

Salesforce remains committed to supporting current Salesforce CPQ customers, as it continues to be a robust solution for many businesses. Customers can renew contracts, add licenses, and count on full support. For those ready to begin their migration to Revenue Cloud as their complete, agentic revenue platform, Salesforce offers a strong ecosystem of trusted partners to help guide the transition.