Agentic quote-to-PO workflow for a B2B distributor

Sales reps were spending 40% of the week writing quotes and chasing POs — cut-and-paste from a legacy CPQ into email, then manual follow-up over 5-10 day sales cycles. Leadership had tried two AI chatbots; both felt like toys and never entered the revenue loop.

Deployed a governed agentic workflow: drafts quotes from spoken sales-call notes, fills the CPQ, sends customer-facing emails under the rep's name, and escalates to the rep only when a human decision is needed. Full audit trail, rollback on every action, guardrails scoped to named accounts only.

• 01Quote-to-send time dropped from ~55 minutes to under 8
• 02Win rate up 14% (faster quotes closed while the buyer was still warm)
• 03Reps now spend ~70% of the week on actual selling instead of admin
• 04Zero unapproved agent actions — every escalation routed to a human in time