Overview

Sales-led growth often introduces custom quotes, flexible payment terms, bespoke subscription models, and complex entitlements — all of which significantly increase operational complexity, making solutions like Stigg essential for managing entitlements at scale. Translating signed sales quotes, contracts, or order forms into accurate subscriptions and invoices can be a time-consuming and error-prone task, depending on the business process.

Stigg streamlines this process using an AI agent that extracts data from quotes, contracts or order forms, maps them to existing plans and entitlements, and automates both provisioning and invoicing — even for the most complex pricing models. When generating invoices, the agents also incorporate feature usage reported to Stigg and handle invoice scheduling automatically.

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This feature is currently in beta for select customers. To request access, contact Stigg Support.

Benefits

Stigg’s AI provisioning agent brings automation and flexibility to your post-sale processes, helping you move faster and more accurately across the customer lifecycle:

• Decouples sales and monetization teams from the rigid constructs of downstream applications, allowing maximum flexibility to adapt pricing, packaging, and billing without engineering heavy changes.
• Eliminates manual entry when provisioning subscriptions and creating invoices, minimizing errors and speeding up operations.
• Speeds up customer onboarding, making it easier to activate new accounts and realize revenue faster.
• Ensures consistency across your CRM, Stigg, and connected billing providers like Stripe, improving data accuracy and reducing reconciliation work.

Example use-cases

Stigg’s AI-based flexibility and automation make it ideal for handling complex and custom post-sale scenarios, such as:

• Custom billing periods: product sold in annual contracts, but some customers require quarterly or semi-annual billing.
• Custom entitlements: product sold in packages, but to close a deal, some entitlements are added or removed.
• Custom billing: some customers are billed for usage of Feature X, while others are billed based on usage of Feature Y.
• Custom pricing models: some customers are billed a flat fee for their usage, while others are billed using tiered pricing or incur overage charges.

Supported flows

When the AI agent is provided with a signed quote, contract, or order form, it is automatically triggered to begin processing.

The agent can then:

• Provision the subscription (plans, add-ons, entitlements) in Stigg.
• Provision both subscription in Stigg and invoice in billing solutions that are integrated with Stigg. When the contract includes multiple or recurring billing periods, the agent will also schedule the creation of the relevant invoices accordingly.

Provisioning can be semi-automated, requiring manual review and approval by a human, or fully automated.

Subscription provisioning

To grant customers access to entitlements, Stigg’s AI provisioning agent:

1. Parses the provided file (quote, contact or order form),
2. Retrieve the product catalog that’s defined in Stigg
3. Maps the line items to relevant entities in Stigg (plans, add-ons and entitlements).

Based on this interpretation it can provision the corresponding subscription in your Stigg environment.

Subscription invoicing

In addition to subscription provisioning, the AI agent can also generate invoices in billing solutions that are integrated with Stigg. This enables fully automated post-sale workflows, even for non-standard pricing models.

To do so it:

1. Interprets the pricing models and billing information from the provided file (signed quote, contract, or order form)
2. For usage-based features - retrieves usage that was reported to Stigg , and schedules invoices in your connected billing provider.
3. Creates invoices in the integrated billing solutions.
4. Schedules the creation of additional invoices (if needed), according to the defined terms

Guardrails

AI systems are powerful but not infallible. Even though Stigg’s AI agents are designed for high accuracy, agent misinterpretation is still possible. Stigg understands that some organizations may be concerned about fully delegating the provisioning and invoicing processes to AI agents.

To address this, Stigg offers built-in guardrails that help manage risk and ensure control:

• Support for “Human-in-the-loop” Flows: Human supervision can be achieved either through the Stigg UI — where you review and approve each AI-generated response — or by implementing approval flows programmatically via the APIs or the Workflow Builder.
• Adjustability: You can edit AI-generated responses as needed, such as adjusting prices, plan names, entitlements, or billing terms before final approval.
• Traceability: All AI-generated subscriptions and invoices include metadata flags (e.g., createdByStiggAI: true) to ensure full auditability and traceability.

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We strongly recommend starting with a semi-automated flow, where a human reviews and approves each AI response. Once you're confident in the system's accuracy, you can move toward fully automated workflows.

Initiating the flow in the Stigg app

In the Stigg app, navigate to the Customers tab.

Select the required customer.

In the Subscriptions section, click Add using AI (beta).

Upload a quote, contract or order form by clicking the “Choose” link and selecting the relevant file from the opened file browser. Alternatively, you can drag and drop the files into the designated area.

Once uploaded, a preview of the file will appear under the Source tab and provisioning information will be extracted.

Once provisioning information is extracted, a preview of the extracted subscription details will appear under the Subscription tab.

Review the extracted information. You can use the Source and Subscription tabs to compare between the original file and the extracted information.

If needed, you can use the chat prompt to modify the extracted information.

If you’d also like the agent to generate an invoice based on the provided file, click on “See invoice preview”. Alternatively, if you’d just like to provision a subscription and its entitlements, click on “Only provision the subscription”.

Once invoicing information is extracted, a preview of the extracted invoice details will appear under the Invoices tab. You can use the Source and Invoice tabs to compare between the original file and the extracted information.

If needed, you can use the chat prompt to modify the extracted information.

To confirm the creation of the invoice click on “Provision invoice and subscription”. The invoice will be created in the billing solution that’s integrated with Stigg.

After both subscription and invoice have been created, you can open the created subscription in Stigg, view the generated invoice in the integrated billing solution, create another subscription for the customer using another file, or simply close the chat session.

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Currently, once the chat is closed its log is not accessible. Access to chat log history is on our roadmap.

Visibility in the Stigg app

Customer details

AI-provisioned subscriptions will appear under the Subscriptions section of the Customer Details screen with a “Custom” recurring price, indicating that it was generated from a bespoke contract.

Subscription details

AI-provisioned subscriptions will appear under the Subscriptions Details with a “Custom” recurring price, indicating that it was generated from a bespoke contract.

The Subscription Details screen will also include links to the generated invoices.

In addition, AI-provisioned subscriptions will include metadata that indicates that the subscription was provisioned using AI createdByStiggAI: true, which makes it easy to trace back and verify the result of the AI-assisted flow.

Visibility in integrated billing solutions

In billing solutions that are integrated with Stigg, invoices generated by the AI appear as standard invoices, with one key difference: their metadata will include "createdByStiggAI": true.

This allows your finance and engineering teams to identify AI-generated records at a glance and track adoption over time.

Automating with Workflow Builder

Using Stigg’s Workflow Builder, you can build more complex workflows, including:

• Approval workflows to review AI output before applying.
• Calculating tax before invoices are created
• Updating additional third-party applications
• Internal and customer-facing notifications

See it in action