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Quotations

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Salesforce-Native CPQ

Turn Complex Quoting into a Faster Path from Sales to Order

Built on Axolt’s Product Configurator, CPQ connects configure, price, quote, approvals, inventory visibility, and order creation directly inside the Salesforce ERP platform, without disconnected spreadsheets or manual handoffs.

5 Steps, opportunity to order
1 Platform for sales & ops
100% Salesforce native

CPQ Flow

Live

Customer Request

Requirements captured centrally

Live

Product Configured

Bundles, options, and rules applied

Auto

Price & Approval

Discounts, margins, and approvals checked

Pending

Order Created

Approved quote converted accurately

Done

One record from first request to confirmed order, connected to inventory, manufacturing, and finance.

Configure Price Quote Approve Order
Automation Quote processing
Approvals Discount workflows
Visibility Margin control
Operations Sales alignment

Every quote is built on live product, pricing, and inventory data, so what sales promises is what operations can deliver.

CPQ Platform

CPQ Built for the Way Your Business Actually Sells

Most quoting problems happen because pricing, approvals, inventory, fulfilment, and product data live in different places. Built on Axolt’s Salesforce ERP platform, CPQ connects the full quote-to-order journey inside Salesforce.

Configure Products with Confidence

Guide sales teams through products, bundles, services, kits, and configurable offerings using structured catalogues and rules.

Bundles & Kits Guided Selling Product Rules

Price Accurately

Apply pricing rules automatically based on products, quantities, customer terms, discounts, and business logic.

Quantity Pricing Customer Terms Discount Rules

Generate Professional Quotes

Create quotes and proposal documents directly inside Salesforce using approved templates and workflows.

Approved Templates Proposal Documents Approval Workflows

Connect Sales with Operations

Link quoting with inventory management, manufacturing, procurement, fulfilment, shipping operations, and finance workflows.

Inventory Manufacturing Finance
Why It Matters

Stop Quoting from Spreadsheets and Inboxes

When pricing, approvals, and stock data live in different tools, quotes slow down and errors slip through. Axolt CPQ keeps every step on one Salesforce record.

The old way

Disconnected quoting

Spreadsheet pricingOutdated price lists and manual discounts lead to inconsistent quotes.

Approvals by emailDeals stall while managers chase sign-off on discounts and margins.

Blind to stockSales commits to configurations and dates that operations can’t deliver.

Manual re-keyingWon quotes are retyped into orders, introducing errors before fulfilment begins.

With Axolt CPQ

One connected quote-to-order flow

Rules-based pricingPrices, quantities, customer terms, and discounts are applied automatically.

Built-in approval workflowsDiscount and margin approvals run inside Salesforce before a quote goes out.

Live inventory visibilityAvailability is checked while quoting, so promises match what can be shipped.

Direct quote-to-orderApproved quotes convert into orders with no retyping or handoffs.

Quote-to-Order

A Connected Quote-to-Order Flow

Axolt supports a connected quote-to-order workflow where approved quotes move directly into fulfilment, inventory allocation, manufacturing, and shipping operations.

1

Opportunity

Identify customer needs and capture requirements on the Salesforce opportunity.

2

Configure

Select approved products, bundles, and options with rules that prevent invalid combinations.

3

Price

Apply pricing rules, customer terms, and margins, with approvals where needed.

4

Quote

Generate a professional proposal from approved templates, right inside Salesforce.

5

Order

Convert the approved quote into an order and hand it straight to fulfilment.

Business Benefits

Why Business Leaders Choose Axolt CPQ

Faster quotes, fewer errors, and protected margins, with every team working from the same data.

Faster Sales Cycles

Reduce delays between customer interest and proposal creation with faster and more accurate quoting.

Better Quote Accuracy

Product rules, guided selling, connected Salesforce MRP, and inventory visibility reduce errors in configurations, availability, discounts, and quote documents.

Stronger Margin Control

Approval workflows help protect profitability before quotes are sent to customers.

Sales & Operations Alignment

Operations, manufacturing, fulfilment, and finance teams gain visibility into approved quotes before execution begins.

Built For

Who Axolt CPQ Is Designed For

Whether you sell configured equipment, distributed stock, retail bundles, or recurring services, Axolt CPQ adapts to the way your business quotes.

Manufacturers

Support configurable products, pricing controls, and production visibility through a connected manufacturing ERP platform.

Distributors

Connect quoting with fulfilment, inventory, and procurement operations.

Retail & eCommerce

Manage bundles, services, customer-specific pricing, and Shopify inventory integration scenarios.

Service Businesses

Quote recurring services, upgrades, amendments, and subscription offerings.

Connected CPQ & ERP

From Quote to Order Without the Gaps

Axolt connects CPQ, inventory, procurement, manufacturing, fulfilment, and finance inside one Salesforce ERP platform, so you move faster from configuration to execution with complete operational visibility.