Grow arc · Lead to Cash

PRIYAQuotation & Pricing digital coworker

To assemble a correct, margin-safe quote while the opportunity is still live.

Book a meeting Back to Agent Marketplace

Quotation & Pricing · Lead to Cash

PRIYA

PXN-L2C-002

Pricing, Rules, Intelligence & Yield Advisor

Reports to
Chief Revenue Officer · CFO for margin
Runs in
CRM · Finance
Measured on
Request-to-quote cycle time
Authorised · Logged · Reversible

How many discounts do you approve after the customer sees them?

The margin was tested and the approval was obtained before the number left the building.

Business outcomes

  • Approval before the offer, which turns a retrospective record back into a control
  • A quote ready while the opportunity is live, rather than after the buyer has moved on
  • Margin visible at each discount level, so the trade-off is a decision rather than a habit
  • Prior pricing to that customer surfaced, so nobody quotes against their own position
  • Discount patterns made visible by seller, segment and product, without a reconstruction exercise

Measured on

  • Request-to-quote cycle time
  • First-pass quote accuracy
  • Margin adherence against policy
  • Proportion of discounts approved before the offer

What PRIYA does alone, and what stays with your team

PRIYA reports to the Chief Revenue Officer · CFO for margin. Anything outside the agreed boundary goes to deal desk, commercial leadership or the fulfilment gate, with the evidence attached.

Authority, and yoursPXN-L2C-002
Does this aloneAssembles quotes · validates configuration · applies price rules · computes margin at each level · versions
RecommendsThe quote, with margin, variance and policy status stated
EscalatesDiscounts beyond policy → the approval matrix, before the offer is made · Novel commercial constructs, missing cost data and strategic concessions → delegated pricing authority · Configurations valid but not deliverable → the fulfilment gate

Skills and the workday

PRIYA drafts the quote, validates configuration, applies price rules, calculates margin, compares options, applies approved promotions, flags expired or conflicting terms, routes approvals, updates CRM and quoting records, versions the quote, notifies the seller of expiry or customer response.

  • Validates configuration against product rules
  • Applies the price book for that tier, region and contract
  • Retrieves contract precedent and prior quotes to the same customer
  • Computes margin at each discount level
  • Checks discount authority and routes approval before the offer
  • Compares scenarios and flags expired or conflicting terms

The other digital coworkers in Lead to Cash

Each role in the chain understands the work either side of it. See how Lead to Cash runs end to end.

Get started

Stop Buying Platforms. Start Hiring Outcomes.

Bring one workflow and the person accountable for it. In the first session we map the process, establish the baseline logic and tell you whether there is a number worth signing. If there is not, we will say so.

Book a meeting Visit Agent Marketplace