Platform/PricingAI
Price complex deals, faster.
The agentic solution for professional services pricing. PricingAI accelerates the pricing of complex deals by surfacing comparable historical deals, modeling margin in real time, and codifying pricing review. With PricingAI, every team prices with speed, consistency, and confidence.
01
Purpose-built for pricing operations
PricingAI is designed for the workflows costing deal teams time: comparable deal lookup, live margin modeling, and codified pricing review. Every team works on the same platform and a live catalog, so pricing stays consistent and defensible.
02
Agents that surface comparables, not just search
A raw search is not enough. PricingAI's agents scan your history of won deals for the closest shape and return verified matches grounded in real data, accelerating quote creation and increasing the likelihood of winning deals.
03
Full transparency and oversight
Every action is auditable. Management dashboards give commercial leaders observability across pipeline, reviews, and adoption.
Operational Challenges
Every new deal starts from a blank slate
Deal teams price each new opportunity from zero. PricingAI surfaces the closest historical won deals so teams start with a proven shape, not a blank slate.
Every workbook tells a different story
Spreadsheet flexibility comes at a cost: different methods, different rates, and drifting inputs across deal teams. PricingAI enforces a shared methodology across every deal team.
Pricing reviews get stuck in email loops
Deals requiring executive review get lost in email threads with no audit trail. PricingAI codifies review triggers, captures justifications, and logs every step alongside the quote.
Margin impact is hidden until the quote is done
Deal teams see full margin only after the quote is built. PricingAI shows P&L and margin impact as each adjustment moves, so teams optimize before locking the quote, not after.
01
Surface comparable historical deals
Agents scan your won-deal history for the closest shape, matched on billability, industry, contract value, duration, and role mix. PricingAI starts from a proven baseline, not a blank canvas.
02
Configure roles and rates
Deal teams staff roles from the centralized catalog of cost, market rates, exchange rates, and inflation with the flexibility to apply custom commercial adjustments. Open deals float on the live catalog while won quotes lock point-in-time data.
03
Model margin in real time
P&L, margin, and cost breakdown update as adjustments move. Teams see the impact of every change throughout the pricing process, not after it has already been shared with the customer.
04
Route review and signal the win
When a deal crosses review thresholds, PricingAI captures justifications and routes approvals with a full audit trail. Upon winning, the completed quote package flows back into your CRM through our seamless integrations.
Let your team do their best work.
