Simplify Quote-to-Order on Salesforce
Create quotes for standard, configurable, and subscription products with automated pricing, discounts, and taxes. Get real-time margin visibility and convert approved quotes into orders with one click.
Salesforce-Native CPQ & ERP
Quote-to-Order Built for Faster Sales and Operational Accuracy
Move from customer inquiry to confirmed order faster — with quoting, pricing, approvals, and order conversion connected in one Salesforce-native ERP platform.
Quote-to-Order Flow — Live
Quote Generated
Live pricing, inventory & margin data
Approval Routed
Automated approval workflows
One-Click Conversion
Quote converted to confirmed order
Fulfilment Initiated
Inventory, production & logistics aligned
Quoting
Accurate, Real-Time Quotes
Conversion
One-Click Order Creation
Configuration
Complex Products Supported
Visibility
Sales & Ops Aligned
Axolt connects quoting directly to orders, inventory, manufacturing, procurement, and finance — so businesses can move from inquiry to revenue faster, with fewer errors and no duplicate data entry.
The Root Cause
Why the Sales Process Stalls
After the Quote
For many businesses, speed drops off after the quote is created — because quoting, approvals, and order processing are handled in disconnected tools.
In Most Sales Operations
- Quotes built manually in spreadsheets or static tools
- Pricing inconsistencies across sales and operations
- Approval delays with no automated routing
- Duplicate data entry when converting to an order
- CRM and ERP workflows disconnected
The Impact
- Slow quote turnaround and lost deals
- Pricing and configuration errors on orders
- Operational teams caught off guard at fulfilment
- Poor margin visibility across the sales cycle
- Revenue delayed by manual order processing
Axolt connects quoting directly to live ERP data — inventory, pricing, capacity, and procurement — so every quote is accurate from the start and converts to an order in one click. Part of a connected quote-to-cash workflow inside Salesforce.
Core Capabilities
Everything Quote-to-Order Needs
01
Quote Generation & Management
Generate accurate quotes with live ERP data — pricing, inventory, capacity, and margin — connected to CPQ on Salesforce.
- Quote generation and revision management
- Automated pricing and discounting rules
- Tax and margin calculations
- Customer-specific pricing support
Accurate quotes, every time
02
One-Click Quote-to-Order Conversion
Eliminate duplicate data entry and cut order processing delays — all pricing, configuration, and operational details carry across instantly.
- Approved quote converts to order instantly
- All product and pricing details preserved
- Faster fulfilment initiation
- Reduced administrative workload
Quote to order in seconds, not hours
03
Complex Product Configuration
Support configurable products, multi-level bundles, and engineered-to-order items — directly within Salesforce alongside BOM management.
- Configurable and engineered-to-order products
- Multi-level product bundles and promotions
- Subscription and contract pricing
- Volume discounts and custom approval rules
No product too complex to quote
04
Approval Workflows
Automate approval routing based on deal size, margin thresholds, or product type — with full audit trail maintained throughout.
- Automated approval routing
- Threshold-based controls
- Multi-level approval chains
- Full version and audit trail
Faster approvals with governance
05
Real-Time Operational Data in Quotes
Sales teams quote against live inventory status, production capacity, procurement constraints, and current pricing — no more outdated data.
- Live product availability and inventory status
- Current pricing and discount visibility
- Production capacity constraints surfaced
- Margin visibility per line and order
Quotes grounded in operational reality
06
Full Sales & Operations Visibility
Sales, finance, procurement, manufacturing, and fulfilment all working from the same real-time data — one source of truth from quote to delivery.
- Quote revisions and approval status
- Margin performance per deal
- Order status and inventory allocation
- Customer order history in one view
No more information silos between teams
Real-Time Visibility
Quote Against Live
Operational Data
Sales teams generate quotes with full visibility into what operations can actually deliver — reducing errors and improving customer confidence.
Product Availability
Live inventory status per SKU and location
Current Pricing & Discounts
Pricing rules, tiers, and promotions applied automatically
Production Capacity
Manufacturing availability before committing delivery dates
Margin Visibility
Real-time margin per line item and total order
Procurement Constraints
Lead times and supplier dependencies surfaced at quote time
Customer-Specific Pricing
Contract rates and customer tiers applied per account
Customer Order History
Previous orders and preferences visible during quoting
Tax & Compliance
Tax calculations and compliance checks built into every quote
Before vs After
From Slow, Fragmented Sales
to One Seamless Flow
Traditional quote-to-order processes create delays at every handoff. Axolt removes the friction between sales and operations entirely.
Traditional Process
1
Quote built manually using spreadsheets or static pricing
2
Approval chased via email — days of delay
3
Order re-keyed manually into ERP from the quote
4
Operations informed late — fulfilment delayed
5
Pricing errors and config mistakes found at delivery
Axolt on Salesforce
1
Quote generated with live pricing, inventory, and margin data
2
Approval routed automatically — completed in minutes
3
Approved quote converts to order in one click
4
Inventory, manufacturing, and procurement aligned instantly
5
Customer receives accurate fulfilment on time
Connected Operations
Quote-to-Cash Connected
Across Your Entire Business
Quote-to-order is one part of the revenue lifecycle. Axolt connects it to every downstream process inside Salesforce so nothing falls through the gaps.
CRM & Quoting
Quotes generated directly from Salesforce opportunities
Inventory
Live stock levels feed every quote in real time
Manufacturing
Production scheduling triggered on order conversion
Procurement
Purchase orders raised automatically for order fulfilment
Invoicing & Finance
Order-to-invoice workflows and revenue recognition built in
Logistics & Fulfilment
Warehouse and shipping aligned from the moment an order is confirmed
Built For
Operational Businesses That Sell
Complex Products and Services
Axolt Quote-to-Order is built for businesses where quoting complexity, operational accuracy, and speed to revenue all matter.
Manufacturing
Generate quotes linked directly to BOMs, production planning, inventory, and procurement workflows.
MedTech & Healthcare
Manage regulated pricing, configurable products, compliance approvals, and full operational traceability.
Distribution
Handle large product catalogues, customer-specific pricing, and high-volume order conversion efficiently.
Food & Beverage
Quote fluctuating inventory and operational costs accurately with real-time production and supply visibility.
Services
Manage project-based pricing, service bundles, and recurring contract workflows in one connected system.
Industrial Equipment
Quote engineered-to-order products with complex configurations, long lead times, and multi-level approvals.
Measurable Outcomes
What Businesses Achieve with Axolt
Faster quote turnaround
Faster order conversion
Reduced pricing and configuration errors
Improved sales productivity
Better operational alignment
Reduced manual administration
Improved customer experience
Salesforce-native deployment
Ready to Accelerate Quote-to-Order?
Less Friction. Faster Revenue.
One Platform.
Reduce sales friction, improve operational accuracy, and convert quotes into revenue faster with Axolt Quote-to-Order on Salesforce.
Salesforce-native CPQ & ERP
One-click order conversion
Live operational data in quotes
Connected quote-to-cash
Quote to Order on Salesforce with Axolt
From inquiry to confirmed order—faster, smarter, and error-free.
Managing quotes and converting them into orders shouldn’t slow down your sales cycle. With Axolt ERP on Salesforce, your teams get a seamless Quote-to-Order process that ensures accuracy, speed, and full visibility.
