> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pricing and Packaging Recommender

> Ingests buyer needs and recommends optimal tiers and add-ons with clear rationale.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/pricing-and-packaging-recommender-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=225f90d5e475fc5b40f6fd4d17f21746" alt="Pricing and Packaging Recommender" width="1920" height="1080" data-path="images/use-cases/pricing-and-packaging-recommender-img-0.png" />
</Frame>

## What does this mean?

Standardizes proposals and speeds time to quote—improving win rates, deal size, and consistency while reducing back-and-forth on pricing and approvals.

Ingests buyer needs from discovery notes and CRM fields, cross-references internal pricing guides, rate cards, and packaging sheets, and recommends the optimal tier and add-ons with clear rationale, guardrails, and a shareable summary for the rep.

## Workflow steps

<Steps>
  <Step title="Trigger on new opportunity or deal">
    The Workflow activates when a rep initiates a pricing request—either via a manual trigger with custom inputs or automatically through Salesforce or HubSpot when a deal reaches the quoting stage.
  </Step>

  <Step title="Pull buyer needs and discovery data">
    Cassidy gathers context from discovery notes, CRM fields, and deal details to understand the buyer's requirements, company size, use case, and any specific needs or constraints.
  </Step>

  <Step title="Cross-reference pricing and packaging sources">
    Using the Knowledge Base, the Workflow searches internal pricing guides, rate cards, and packaging sheets to identify relevant tiers, add-ons, and any applicable discounts or guardrails.
  </Step>

  <Step title="Generate pricing recommendation">
    The Workflow produces a clear recommendation—optimal tier, suggested add-ons, and rationale—grounded in your pricing rules and the buyer's specific context. Guardrails flag any exceptions or approval requirements.
  </Step>

  <Step title="Format shareable summary">
    Cassidy compiles the recommendation, rationale, and any relevant notes into a polished summary the rep can share internally or use in proposals.
  </Step>

  <Step title="Route for review or approval">
    If the recommendation falls outside standard parameters, the Workflow routes it to a manager or pricing team for human-in-the-loop approval before the quote goes out.
  </Step>

  <Step title="Log and deliver">
    Once finalized, the recommendation is logged back to the CRM and delivered to the rep via Slack, email, or directly in the deal record for immediate use.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>