Optimise your quotation process with PwC’s CPQ agent

PwC’s CPQ agent

CPQ

Smarter quoting, faster sales

In many organisations, generating accurate quotes for customised products and even entire production setups is slow, resource-intensive, and prone to errors. Traditional CPQ (Configure, Price, Quote) processes often involve repeated interactions between sales, technical experts, and clients – delaying responses, reducing win rates, and putting pressure on margins. The main obstacles are significant manual effort, poor data quality and limited availability of reference projects, and complex customised configurations that prolong processing time and put businesses behind competitors.

PwC’s AI-powered CPQ accelerator transforms this process: it automates requirements gathering, streamlines configuration, and generates accurate proposals within minutes – directly in your CRM or sales portal. By combining advanced data extraction, matching algorithms, and generative AI, we help you deliver high-quality offers faster, retain critical know-how, and enable sales teams to focus on building relationships and closing deals.


Introducing PwC’s CPQ agent

CPQ solutions allow sales teams to create accurate, tailored offers by combining product configuration, pricing logic, and proposal generation in one seamless workflow. PwC extends this with AI-driven features that capture requirements directly from documents, emails, or conversations and suggest optimal configurations using historical data, product rules, and sales priorities. Integrated pricing and margin optimisation further highlight upsell and cross-sell opportunities while protecting profitability

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With PwC’s AI-driven CPQ accelerator, you retain knowledge, improve accuracy, and close deals faster – transforming quoting into a business advantage.

Matteo BiondiDirector Analytics and AI, PwC Switzerland 

Our services

PwC’s CPQ offering covers the entire quoting journey – from assessing current processes to generating instant, client-ready proposals – making every step faster, smarter, and more reliable while seamlessly integrating with back-office and supply chain functions as part of digital transformation.

In addition to these core services, the CPQ accelerator can be expanded with optional features – from OCR (optical character recognition) for scanned documents to interactive “talk-to-your-data” functions and advanced configuration modules – ensuring flexibility to match your business needs.

CPQ assessment and strategy

We begin by evaluating your current quoting process to identify bottlenecks and define a target operating model for AI-enabled CPQ. This includes an analysis of workflows and data landscapes, assessing integration requirements with systems such as CRM, ERP, or CAD, and developing a strategy and roadmap for implementation.

AI-enhanced requirements gathering

Our approach uses AI to capture and structure product requirements directly from unstructured sources such as documents, emails, or conversations. These inputs are automatically extracted, validated in real time by sales staff or clients, and continuously improved through feedback loops – creating a reliable foundation for configuration.

Smart configuration and pricing

Once requirements are collected, advanced algorithms generate optimal configurations and pricing strategies within minutes. Matching can be tailored to products, customers, or employees, while dynamic margin optimisation and upsell and cross-sell recommendations ensure profitability. Flexible pricing models, such as “base plus upgrade,” help align proposals with client budgets.

Instant proposal generation

Finally, proposals are produced instantly and seamlessly integrated into your CRM or sales portal. Branded documents are created automatically with consistent messaging, while self-service options allow clients to configure and request quotes independently – reducing effort for sales teams and improving customer experience.

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How the CPQ accelerator drives value for your business

PwC’s CPQ services deliver measurable impact

Together, these elements deliver measurable business impact – speeding up quotes, improving margins, and boosting deal success.

 

up to 50% faster, with quotes created in minutes or even during client conversations

by leveraging historical data, product rules, and sales priorities to deliver tailored offerings

through dynamic pricing, upsell and cross-sell recommendations, and integrated margin optimisation, typically adding 3–5% to the basket value

AI captures and structures product and sales expertise, reducing reliance on individuals

central reconfiguration to promote new products, standardise offerings, and align proposals with business priorities


Why PwC for CPQ?

PwC combines deep industry knowledge with proven expertise in AI and digital transformation. We have successfully implemented AI-powered CPQ and requests for proposals (RfP) optimisation solutions across sectors including industrials, asset management, and pharmaceuticals. In these projects, we solved challenges such as lengthy proposal cycles, fragmented knowledge, and inconsistent offer quality – and delivered measurable results: faster turnaround times, higher close rates, additional revenues, and stronger knowledge retention.

What sets PwC apart is our ability to go beyond technology. We unite strategy, process design, and implementation to ensure that CPQ solutions deliver real business value, scale across products and regions, and stay aligned with strategic priorities. With PwC, you gain a trusted partner to make quoting faster, smarter, and more profitable.

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Our PwC expert

Matteo Biondi

Director Cloud, Data and AI, PwC Switzerland

+41 79 396 75 33

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Joscha Milinski

Partner Cloud, Data and AI, PwC Switzerland

+41 58 792 23 58

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