Build accurate quotes from your price book in seconds, route discounts through approval, send a branded PDF for e-signature, and convert the accepted quote into an order — without leaving the deal.
Every quote is built from your central price book, so line items, rates, taxes and currency are always right — no copy-paste from a spreadsheet. Add products, apply per-line or deal-level discounts, and the totals, GST and margins recalculate instantly.
Discounts beyond the floor route through approval automatically, the quote goes out as a branded PDF for e-signature, and the moment it's accepted it becomes an order — feeding invoicing and fulfilment downstream.
Line items, rates, tax and currency pulled from your central price book — always accurate.
Per-line or deal-level discounts, with anything below the floor routed for sign-off.
Send a clean, branded quote for electronic signature and track when it's opened.
An accepted quote becomes an order in one click, feeding invoicing and fulfilment.
Every revision kept, so you always know which quote the customer actually agreed to.
GST/tax rules applied automatically, with a full audit trail on every change.
Add products from the price book; totals, tax and margin calculate as you go.
Discounts past the floor route to the right approver automatically.
The customer gets a branded PDF they can e-sign; you see when it's viewed.
Accepted quotes become orders and flow into invoicing — no re-keying.
Quote on the spot from mobile or desk, straight off the live price book.
Multi-line quotes with slabs, discounts and tax handled for distributor deals.
Recurring and one-time lines, renewals and proration in a single quote.
The Flow-Cognition Agent runs a real loop on your Quotes & CPQ data — grounded in your records, governed and logged.
Reads the deal, price book and the customer's past quotes.
Flags discounts below the floor and suggests the right products and approver.
Drafts the quote and follow-up reminder, with every step logged.
Every AI action respects your field-level permissions and is recorded in a full audit trail. See the AI layer →
Line items, tax and currency come straight from your price book, never a spreadsheet.
Branded PDFs go out for e-signature without leaving the deal.
Anything below the floor routes for approval automatically before it goes out.
An accepted quote becomes an order that feeds invoicing and fulfilment.
From your central price book, so rates, tax and currency are always correct — with no copy-paste from spreadsheets.
You set floor prices, and any discount beyond the floor routes to the right approver automatically before the quote can be sent.
Yes. The quote is sent as a branded PDF for e-signature, and you can see when it has been viewed.
It converts to an order in one click and flows into invoicing and fulfilment, with no re-keying.
Tax and GST rules apply automatically on every line, with a full audit trail of each change.
Start free in minutes, or book a demo and we'll set it up on your own data.
