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OptiFlow Quote

CPQ software made agentic: configure, price and quote in minutes

OptiFlow Quote is CPQ software driven by an AI agent. Otis reads what the customer needs, configures the right products from your catalogue, prices every line and returns a complete quote in minutes, then follows up on the ones that stall.

What CPQ software does, and where it falls short

CPQ stands for configure, price, quote, software that turns a customer requirement into an accurate priced quotation. Traditional CPQ works from rigid rules, which suits neat configurations and struggles the moment a request arrives as a messy email, a materials list or a photographed plan.

OptiFlow Quote is CPQ built around an agent. Otis reads the request however it arrives, works out what is actually needed, configures and prices it from your own catalogue and stock, and sends the quote while your competitor is still typing.

What the agentic CPQ does

Reads messy requests

Emails, lists, descriptions and plans all become structured requirements.

Configures from your catalogue

The right products and quantities, chosen from what you actually sell.

Prices every line

Your prices, applied consistently, with nothing missed.

Respects stock

Quotes reflect what you can supply, checked as the quote is built.

Quote out in minutes

Speed wins jobs, and the quote goes while the lead is warm.

Chases what stalls

Unaccepted quotes get followed up automatically.

Why choose agentic CPQ

No rules engine to maintain

There is no brittle configuration logic for your team to keep alive.

Built for trade and supply

Multi line material quotes are exactly what Otis was built on.

Pays for itself

Faster quotes and automatic chasing recover revenue that quietly leaks today.

Related: quoting software, estimating software and takeoff software.

Watch a requirement become a quote

Prefer to talk it through first? Send us a message and we will come back to you.

Common questions

What is CPQ software?

CPQ stands for configure, price, quote. It is software that turns a customer requirement into an accurate, priced quotation.

How is agentic CPQ different?

Traditional CPQ needs rigid rules and tidy inputs. Otis reads messy real world requests, a materials list, an email, a plan, and configures and prices from your catalogue.

Does it work with my ERP?

Yes. OptiFlow Quote prices from your own catalogue and stock and integrates with the systems you already run.

Can it follow up quotes?

Yes. Otis chases quotes that have not converted, which is where much of the extra revenue comes from.

How much is it?

OptiFlow Quote starts at 500 pounds a month, scoped to your setup.

Configure, price and quote with an agent

Need a hand? Ask me anything about OptiFlow.
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90Day Guarantee

The 90 Day Money Back Guarantee

If Otis does not lift your conversion in 90 days, you get your money back.

Measured against your website conversion rate in the 30 days before Otis goes live. If it is not higher after 90 days, we refund the Otis fees for that period. Applies to the initial term and the metric agreed at sign up.

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