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Salesforce-Native CPQ & ERP

Quote-to-Order Built for Faster Sales and Operational Accuracy

Move from customer inquiry to confirmed order faster.

Bring quoting, pricing, approvals, and order conversion together on one Salesforce-native ERP platform. Sales and operations work from the same live data.

Accurate quotes from live pricing and stock
Approvals routed automatically
One-click order conversion

Quote-to-Order Flow

Live

Quote generated

Live pricing, stock and margin data

Live

Approval routed

Automated approval workflows

Auto

Order confirmed

Approved quote converted in one click

Instant

Fulfilment initiated

Inventory, production and logistics aligned

Done

From inquiry to revenue. Quoting stays connected to orders, inventory, manufacturing and finance.

Sales Inventory Finance
The Root Cause

Why the sales process stalls after the quote

Speed drops when quoting, approvals and order processing happen in disconnected tools.

Sales Friction

In most sales operations

Manual tools and disconnected workflows slow the path from quote to order.

Quotes built in spreadsheets
Inconsistent pricing across teams
Approval delays without automatic routing
Duplicate order entry
Business Impact

Every handoff adds risk

Delays and errors compound before operations can fulfil the customer promise.

Slow quote turnaround and lost deals
Pricing and configuration mistakes
Poor margin visibility
Revenue delayed by manual processing
Core Capabilities

Everything Quote-to-Order Needs

Create accurate quotes, govern approvals and convert accepted quotes to orders without re-entering data.

Quoting

Quote Generation & Management

Generate accurate quotes with live pricing, inventory, capacity and margin data.

Quote creation and revisions
Automated pricing and discount rules
Tax and margin calculations
Customer-specific pricing
Accurate quotes, every time
Conversion

One-Click Quote-to-Order

Approved quotes become confirmed orders with product, price and configuration details intact.

Instant order conversion
All quote details preserved
Faster fulfilment initiation
Less administrative work
Quote to order in seconds
Configuration

Complex Product Configuration

Support configurable products, bundles and engineered-to-order items with connected BOM data.

Configurable products
Multi-level bundles and promotions
Subscription and contract pricing
Volume discounts
No product too complex to quote
Governance

Approval Workflows

Route approvals by deal size, margin thresholds or product type with an audit trail.

Automated routing
Threshold-based controls
Multi-level approval chains
Version history
Faster approvals with governance
Live Data

Real-Time Operational Data

Quote against live inventory status, capacity, procurement constraints and pricing.

Product availability by location
Current pricing and discounts
Capacity constraints
Margin by line and order
Quotes grounded in reality
Alignment

Sales & Operations Visibility

Sales, finance, procurement, manufacturing and fulfilment work from the same information.

Revisions and approval status
Margin per deal
Order and allocation status
Customer order history
No information silos
Real-Time Visibility

Quote against live operational data

Sales teams can see what operations can actually deliver before making a promise.

Availability

Product Availability

Live inventory status by SKU and location.

Pricing

Current Pricing & Discounts

Pricing rules, tiers and promotions applied automatically.

Capacity

Production Capacity

Manufacturing availability before committing delivery dates.

Margin

Margin Visibility

Real-time margin by line item and total order.

Supply

Procurement Constraints

Lead times and supplier dependencies surfaced at quote time.

Accounts

Customer-Specific Pricing

Contract rates and customer tiers applied per account.

History

Customer Order History

Previous orders and preferences visible during quoting.

Compliance

Tax & Compliance

Tax calculations and compliance checks built into every quote.

Before vs After

From slow handoffs to one seamless flow

Axolt removes the friction between sales and operations.

Traditional Process

Every step waits for another system

A quote is built manually, approvals are chased by email and the order is re-keyed into ERP.

Static pricing and spreadsheets
Days of approval delay
Operations informed late
Errors discovered at delivery
Axolt on Salesforce

One connected process

Quotes use live data, approvals route automatically and confirmed orders initiate fulfilment.

Live pricing, inventory and margin
Automated approval routing
One-click order conversion
Inventory and production aligned instantly
A faster path from inquiry to revenue
Connected Operations

Quote-to-cash across your entire business

Quote-to-order is connected to the downstream processes that fulfil and invoice each order.

CRM

CRM & Quoting

Create quotes directly from Salesforce opportunities.

Stock

Inventory

Live stock levels feed every quote in real time.

Production

Manufacturing

MRP planning can respond when the order is confirmed.

Purchasing

Procurement

Purchasing workflows respond to fulfilment requirements.

Finance

Invoicing & Finance

Order-to-invoice and revenue workflows stay connected.

Delivery

Logistics & Fulfilment

Warehouse and shipping align from order confirmation.

Built For

Operational businesses that sell complex products and services

Axolt is designed where quoting complexity, accuracy and speed to revenue matter.

Manufacturing

Manufacturing

Quote against BOMs, MRP, inventory and procurement.

Healthcare

MedTech & Healthcare

Manage regulated pricing, configurable products and approvals.

Distribution

Distribution

Handle large catalogues and customer-specific pricing.

Food

Food & Beverage

Quote changing inventory and costs with live supply visibility.

Services

Services

Manage project pricing, service bundles and recurring contracts.

Equipment

Industrial Equipment

Quote engineered products with complex configurations and lead times.

Measurable Outcomes

What businesses achieve with Axolt

A connected process improves sales speed and operational accuracy.

Speed

Faster quote turnaround

Build quotes with current data and fewer manual steps.

Conversion

Faster order conversion

Move approved quotes directly into orders.

Accuracy

Fewer pricing errors

Apply the same rules from quote through fulfilment.

Productivity

More sales capacity

Reduce manual administration and follow-ups.

Alignment

Better operations alignment

Make commitments using real operational context.

Experience

A stronger customer experience

Promise what can be delivered and keep teams in sync.

Take the Next Step

Modernize Quote-to-Order on Salesforce

Create accurate quotes, move approvals faster, and turn accepted quotes into orders with Axolt's Salesforce ERP platform. Keep sales and operations connected from inquiry to fulfilment.

Salesforce-native
One-click order conversion
Live operational data