Aerospace Components CPQ

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  1. Aerospace Components CPQ
  2. Use Proto with this system
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Put an AI agent to work in Aerospace Components CPQ

Prepare and review draft quote to order handoff with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Quote Specialist: List my Draft quotes whose valid until is within the next week and show which ones still have a submitted requirement waiting for review.
  • Pricing Reviewer: For the quotes in Review, show each line's net value next to quantity times unit cost and flag the lines with the largest discounts.
  • App Administrator: List active customers by organization with their eligibility notes, and flag inactive team members who still own open quotes.
  • Auditor: Trace the accepted revision of a quote to its review decision, acceptance document and handoff receipt.

What stays with a person

  • Proto works with the permissions of the person using it.
  • It does not approve or reject a quote revision or an aerospace requirement, record a customer's acceptance on their behalf, or mark an operation receipt Completed without real evidence.
  • Pricing Reviewers decide independently and every decision is bound to the revision they saw.
  • Generated suggestions do not replace the authorized business decision.

Proto works with the permissions of the person using it. It does not approve or reject a quote revision or an aerospace requirement, record a customer's acceptance on their behalf, or mark an operation receipt Completed without real evidence. Pricing Reviewers decide independently and every decision is bound to the revision they saw. Generated suggestions do not replace the authorized business decision.

Set up Aerospace Components CPQ your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started