Reseller Quoting in the Agentic Era

How Salesforce Revenue Cloud Enables Resellers and MSPs to Quote and Collect Faster and More Accurately.

DateThu, Nov 5, 2026

Length60 minutes

FormatOn demand

the demo

Lead to Invoice in Revenue Cloud

The webinar was built around a live demo of how a reseller or MSP runs the full revenue lifecycle in Salesforce Revenue Cloud, with AI agents working alongside the team at each stage, from the first lead through the final invoice.

01
Lead
02
Opportunity
03
Quote
04
Order
05
Invoice

what we covered

Three Problems Resellers Bring Us

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quote lines
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01
Vendor Quotes Re-keyed by Hand
today
Distributor and OEM quotes arrive as PDFs, Excel workbooks, and emails, in a different format for every vendor. Teams copy and paste hundreds of lines into the quoting tool.
in the session
How we use Revenue Cloud APIs and document ingestion to get vendor quotes from any format onto the quote without re-keying.
catalog options
Rev Cloud PCMnative catalog
External catalogaggregator · warehouse
Placeholder SKUjust-in-time provisioning
02
A Catalog That Can't Keep Up
today
Hundreds of thousands of resale SKUs and constant aggregator price changes make a native catalog impossible to maintain.
in the session
How we quote across a catalog of any size using Revenue Cloud product APIs and the data sources you already have.
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one pricing model
03
Pricing Calculators Living in Excel
today
MSPs price managed services in complex Excel calculators that sit outside the quote, change constantly, and vary from deal to deal.
in the session
How we bring MSP calculators into Revenue Cloud using its pricing APIs, so every deal is priced the same way in one place.

presenters

Who You'll Hear From

Fullpress

Keenan Wojnicz

Co-Founder & Chief Architect

Salesforce

Rob Negohosian

Vice President, Revenue Cloud

thursday, november 5 · 60 minutes · on demand