AI quoting · native on Salesforce

No SI.
No middleware.
No six-month rollout.

AI agents quote on your live Salesforce records — and set up your products and pricing from plain English, so a new launch takes days, not quarters. Nothing syncs, so nothing drifts. And there’s no systems integrator: our engineers run discovery with your team, migrate your data, and stay on it until you’re live.

See the architecture
Ramp schedule · Q-0428Priced on live records
TermCommittedNet
Year 12026250 seats$412,500
Year 22027385 seats$596,750
Year 32028500 seats$742,000
Total contract value$1,751,250

Written to Salesforce. No copy held anywhere else.

Why trust a new platform

Cognitive Apps comes from a team that has spent 15 years in the trenches of CPQ — across Salesforce, SAP, Oracle, and custom-built platforms — delivering usage-based, subscription, and one-time pricing for direct and channel sales in healthcare, technology, and other complex industries.

15 yrshands-on CPQ & quote-to-cash delivery
Salesforce · SAP · Oracleplus custom-built CPQ — all implemented hands-on
Multiple pricing modelsusage, subscription, one-time & ramp
Omni-channeldirect & partner sales, delivered end-to-end

We’re now onboarding a small group of design partners to shape the roadmap and get early access.

One platform, end to end

Everything from first quote to recognized revenue — in one place.

Every layer is purpose-built and extensible — modify pricing logic, approval rules, and UI without the constraints of a packaged product.

Product Configuration

Bundles, options, attributes, and a real-time rule engine with conflict detection and auto-selection.

Pricing Engine

10+ pricing models built in — tiered, usage, ramp, and geographic — with room to add one without a rebuild.

Quote Management

Live cart, discounting, and PDF generation — designed to hold up on large quotes as well as small ones.

Approval Workflows

Rule-based routing, delegation, escalation, and parallel approvals with full audit trails.

Quote-to-Cash

Orders, subscriptions, assets, and contracts generated through a configurable data-mapping engine.

Billing & Revenue

Invoices, recognition schedules, and a contract balance ledger — one-time, flat, and ramped.

Data Mapping

Field-level lineage between objects driven by metadata — admins change mappings without code.

AI Agents

Agent-driven configuration, quoting, and account intelligence — working on your live Salesforce data.

Quote-to-Cash

From proposal to recognized revenue, in one governed flow.

01

Quote

What was proposed

02

Order

What was purchased

03

Subscription

What we bill for

04

Asset

What the customer has

05

Contract

The legal wrapper

06

Invoice

Billing & revenue

AI · Built in

Your quoting desk, run by an AI agent — natively, not bolted on.

Because the platform is native on Salesforce, AI agents work on the same governed data your sellers do. Quote, reprice, and route approvals in natural language — with every action subject to the same rules and audit trail.

  • ✓ Invocable actions for agent-driven configuration, quoting & repricing
  • ✓ Account intelligence and guided selling inside the flow of work
  • ✓ Every agent action respects the same approval rules and audit trail
Add 250 enterprise licenses to Q-0428 and apply the multi-year ramp.
Revenue Assistant
Done — 250 licenses added on a 3-year ramp (Yr1 $412,500). Usage tier auto-selected; volume discount within policy.
Actions run: configureBundle · applyRampPricing · revalidateApprovals
Not just another off-the-shelf CPQ

Launch new products faster — with nothing to integrate, and nothing to break.

What it means for youOff-the-shelf CPQCognitive Apps
Bring new products & pricing to market✕ Change requests, customization, and long lead times before you can sell it✓ Built for rapid NPI — stand up new products and pricing without a project
Keep quote, order & billing in sync✕ Bolted onto CRM and billing through connectors that drift and break✓ Native on Salesforce — one data model, so integration errors simply can’t happen
Price the way your business actually sells✕ A fixed set of models; anything unusual needs custom development✓ Multiple pricing models built in — usage, subscription, one-time & ramp
Control total cost of ownership✕ Premium licensing plus the ongoing cost of integrations to maintain✓ One platform, nothing to integrate — lower cost to run and own

Every row above has the same root cause: an off-the-shelf CPQ is a second system, and a second system has to be kept in step with Salesforce. Cognitive Apps isn’t — it runs inside your org, on the records you already have.

Architecture

Engineered for enterprise scale and total control.

Pricing, rules, approvals, and data mapping are each their own layer, and each one can be changed on its own. Alter how you price without disturbing how you quote. The system bends to your process instead of forcing your process to bend to it.

  • ✓ Add a new pricing model without a rebuild — evaluators plug in, so the core is never touched
  • ✓ Change settings and switch features on per org without a deployment — configuration lives in metadata, not in code
  • ✓ Your developers already know how to extend it — standard Salesforce APIs and events, not a proprietary framework
  • ✓ Large deals are a design constraint, not an afterthought — the platform adapts how a quote is stored as it grows
Platform at a glance
Revenue lifecycleConfigure → price → quote → bill → recognize
Pricing flexibility10+ models — tiered, usage, ramp, geographic
Deal scaleBuilt for simple quotes through large, complex deals
Large quotesStorage adapts as the quote grows — automatically
ConfigurabilityAdmin-configurable — change logic without code
Approvals & governanceRule-based routing with full audit trails
AI-readyAI agents for quoting & configuration, on your data
Foundation100% native on the Salesforce platform
Security & trust

De-risked for the people who sign off.

Runs inside your Salesforce orgYour data never leaves Salesforce — no new vendor cloud to host or vet.
Inherits Salesforce’s security modelSame profiles, sharing rules, field-level security and audit you already enforce.
On Salesforce’s certified infrastructureBuilt on the platform you’ve already vetted for compliance and uptime.

Built by a team with 15 years implementing CPQ across Salesforce, SAP, Oracle, and custom-built platforms — for healthcare, technology, and other complex industries, spanning usage-based, subscription, and direct + channel sales.

15 yrsCPQ implementation experience
SFDC · SAP · Oracle+ custom CPQ — platforms the team has built on
100%native — nothing runs outside Salesforce
Zerocustomer data leaves your org

See the platform on your own data.

Walk through configuration, pricing, and quote-to-cash with one of our engineers.

See why teams switch