Agentic CPQ for B2B SaaS
The best CPQ for SaaS is the one that you talk to.
Build the quote, amend the contract, run the renewal, pull the report — by asking. Every rule RevOps set still applies.
Try itFive things people ask Monty every week.
Monty
AI assistant · read and write
On it.
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search_objectsaccount “Sync Metrics” · contacts · bill group -
create_net_new_quote12 months · starts Oct 1, 2026 · Net 60 from account defaults -
create_quote_offering ×4Platform (Enterprise) ×1 · Users ×25 · Apps ×2 · Support ×1 -
validaterules engine · required fields · discount thresholds
Draft quote created for Sync Metrics.
- Four offerings, 12 months, billed annually in advance.
- Every rate came from the catalog — nothing typed in by hand.
Validation passed · no approvals required · draft, not sent
Monty
AI assistant · read and write
On it.
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update_quote_offeringUsers · View-only 20 → 40 -
update_quote_offeringPlatform Fee · custom discount 15% -
validatediscount rule · threshold 20% · not crossed
Updated. Totals recalculated on the quote.
- View-only users: 40. Platform fee: 15% off the Enterprise rate.
15% is inside your 20% threshold — no approval routed
Monty
AI assistant · read and write
On it.
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retrieve_objectcontract ctrct_PltmLoY7w4GSV58p · live terms and quantities -
renew_contract24 months from the current end date · rates +5% on renewal -
validatemulti-year term rule · approver: Finance
Renewal quote drafted from the live contract.
- Same offerings and quantities; rates step up 5% from what they pay today.
- Twenty-four months from the current end date, so nothing lapses in between.
Multi-year term rule triggered — routed to Finance for approval
Monty
AI assistant · read and write
On it.
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amend_contracteffective Nov 1, 2026 · prorated to term end -
update_quote_offeringUsers · Model Builder 5 → 15 -
update_quote_offeringApps · remove Retail · add Logistics -
validaterules engine · no thresholds crossed
Amendment drafted, prorated to the remaining term.
- November 1 to September 30 — eleven months of the added seats.
- Billing schedule and ARR update the moment it is signed.
Validation passed · no approvals required · draft, not sent
Monty
AI assistant · read and write
On it.
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execute_queryquotes · status Processed · Q3 2026 · discount > 30% -
execute_queryapprovals · joined on quote · approver, decided at
Three quotes, all approved under the discount rule.
| Account | Discount | Approved by |
|---|---|---|
| Northwind Labs | 34% | VP Sales |
| Helio Analytics | 38% | VP Sales |
| Bluefin Data | 31% | CRO |
Answered from live quote data — no export, no BI ticket
Illustrative session on a demo account. Tool names are the MonetizeNow MCP server’s own; accounts in the reporting answer are fictional.
“A year ago, if there were issues with our CPQ, I had to work; no ifs, ands, or buts. With MonetizeNow, I went on my honeymoon and was never consulted once. My team made pricing and packaging changes on their own.”
Matt Pike, RevOps Manager, Pave
Where you ask
Two ways to talk to it.
Same catalog, same approvals, same validation rules — whichever one you use.
In the app
Monty
A drawer beside whatever you are looking at. Ask, and watch the quote page fill in. Drafts only — a person sends.
Anywhere else
The MonetizeNow MCP server
The same tools, inside the agent you already use — ChatGPT, Claude or any MCP client, next to your CRM and your call recordings.
Foundations
Everything RevOps expects is still here.
The agent's draft goes through the same rules a rep's does. Nothing gets sent because a model felt confident.
Product catalog
Subscription, usage and AI credits, one-time. Monty quotes only what is in it.
Approval thresholds
Cross a discount floor or term limit and it routes to the approver — in the app or Slack.
Validation rules
No-code if-then checks on every draft, the agent's included.
Terms and e-signature
Conditional terms, your templates, DocuSign or Adobe Sign. A person sends.
Watch the hard ones get built
Proof
RevOps teams measure the difference
Quote accuracy
100%
error-free quotes at Okteto
Speed to quote
80%
less time to quote at Optio Incentives
Operational load
40-50%
fewer internal CPQ tickets at Pave
FAQ
Frequently asked questions
What is an agentic CPQ?
A CPQ where the work is done by asking. Describe the deal, the change, the renewal or the question, and an agent builds the draft from your product catalog, runs it through the validation rules and approval thresholds RevOps set, and hands it back for review. In MonetizeNow that agent is Monty; the same tools are available to Claude, ChatGPT or any MCP client through our MCP server.
What can Monty do, and what will it not do?
Monty builds quotes, edits line items and discounts, drafts amendments and renewals against the live contract, and answers reporting questions from live data. It works in drafts: a person reviews, approvals route as they always did, and a person sends. Monty does not send quotes or skip an approval.
Can the agent bypass discount floors or approval rules?
No. The rules engine does not know or care who built the quote. Every draft — a rep's or Monty's — goes through the same set-once thresholds and required-field checks, and anything that crosses a threshold routes to the approver.
Which AI tools work with the MCP server?
Any client that speaks MCP, including Claude and ChatGPT. Connect it next to your CRM, call recorder or support desk and the agent works across them in one conversation.
Does it handle usage-based and hybrid pricing, including AI credits?
Yes. Subscriptions, usage — including AI credits, prepaid drawdown and overage — and hybrid models all live in the same catalog and on the same quote. New pricing models are configuration, not an engineering project.
How long does implementation take?
Days to weeks, run by our team. Middesk was live in days. We will give you a real answer for your catalog on the call.
What does it cost?
Per quoting user for CPQ. If you add billing, a percentage of invoiced revenue. We will walk through the numbers on the call.
