CPQ for Solar & Renewable Energy

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  1. CPQ for Solar & Renewable Energy
  2. Your solar quoting assistant
Reference

Put an AI agent to work in CPQ for Solar & Renewable Energy

Ask for quote, design and receipt context while keeping commercial decisions with the responsible people.

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: Show my Draft proposals with their current revision, validity date and price-book reference before I request pricing.
  • Pricing Reviewer: Gather the priced lines and attached site scope for the quote revision I am reviewing.
  • App Administrator: Help check the customer organization and team-member mapping when a scoped request is refused.
  • Auditor: Find Pending or failed handoffs and compare their claims with quote decisions and effect references.

What stays with a person

  • Pricing Reviewer remains responsible for independent approval.
  • Quote Specialist must confirm the customer's acceptance and the scope it applies to.
  • The assistant needs authorized access and configured actions; its requests must pass the same organization, revision and validity checks used by the team.
  • Real downstream outcomes come from the connected receiving system.

Pricing Reviewer remains responsible for independent approval. Quote Specialist must confirm the customer's acceptance and the scope it applies to. The assistant needs authorized access and configured actions; its requests must pass the same organization, revision and validity checks used by the team. Real downstream outcomes come from the connected receiving system.

Assistant activity is metered under the platform's usage terms. Estimate expected quote activity, imports and connected-system traffic during setup. See [Pricing](/cpq-for-solar-and-renewable-energy/pricing) for the shared rate information.

Set up CPQ for Solar & Renewable Energy 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