# Can an AI agent build complex sales quotes in a life-sciences company?

> BioIVT, which supplies biological specimens for pharma and diagnostic research, built 'Ivy', an Agentforce quoting agent that reads an opportunity, matches requests to 15,000+ product codes, builds the quote, and routes it to a service rep for review. BioIVT says quoting went from days to minutes, one rep gained 43% more time for high-value work, and Ivy has reached 94% accuracy.

- **Evidence grade:** B — Named organization with a quantified outcome, from the vendor or the organization's own announcement.
- **Organization:** BioIVT (life-science research supplier)
- **Industry:** Pharma, Biotech & Life Sciences — Research biospecimens supplier
- **Roles:** Sales Ops & Quoting, Customer Support
- **Tools:** Agentforce (Salesforce); Data 360 (Salesforce)
- **Status:** production · **Agent pattern:** workflow-agent · **Autonomy:** 2/4
- **Last verified:** 2026-10-17

## Reported outcomes
- quote turnaround: from days to minutes [1] (self-reported)
- rep capacity: one service rep has 43% more time for high-value tasks [2] (self-reported)
- agent accuracy: 94% accuracy rate [2] (self-reported)

## How it works
1. Standard catalog quote requests are assigned to Ivy as cases; a one-minute pause allows a human to pull a case first.
2. Ivy reads the opportunity (products, quantities, shipping) and matches against 15,000+ product codes.
3. It creates the quote; an outbound message fetches customer-specific pricing from the ERP.
4. A service rep reviews before sending; rep edits are captured to refine Ivy.
5. Guardrail: Ivy cannot suggest alternative products and escalates when unsure.

## Risks & compliance
- Wrong product match can change scientific outcomes (BioIVT's stated reason for its no-substitution guardrail)
- Human review before every send

## MedTech angle
Directly transferable to device quoting (kits, implant sets, capital equipment) where catalog complexity is high.

## Notes
- The 43% figure is one service rep's account, as stated in the source.
- Went live July 2025; built with partner CREO Consulting.

## Sources
1. Salesforce, "How BioIVT built agentic research quoting that gives service reps 43% more time for high-impact work" (2026-05-07) <https://www.salesforce.com/customer-stories/bioivt-larae-bennett-interview/>
   > "With Agentforce, we went from days to minutes."
2. Salesforce, "How BioIVT built agentic research quoting (same interview)" (2026-05-07) <https://www.salesforce.com/customer-stories/bioivt-larae-bennett-interview/>
   > "She has 43% more time for the high-value tasks that really require her expertise, which is exactly what we hoped to accomplish with Ivy."

Canonical: https://agentcasefile.com/cases/bioivt-ivy-quoting-agent/ · License: CC BY 4.0 (summary) · Source: Agent Casefile