Pricing & Quote Automation

Configured quotes priced against floor / target / ceiling bands, routed through the right approval gates, contract-ready in minutes. Reps stop building quotes in spreadsheets; deals desk stops getting blindsided by what landed in customers' inboxes.

What the managed workflow does

Configures within rules

Volume, term, edition, add-ons - all priced against your CPQ rules with floor / target / ceiling bands enforced and visible to the rep.

Computes in real time

Every change recomputes the price band placement and updates which approval gates fire. Reps see the routing impact before they send for approval.

Routes through approval gates

Rep → Manager → Deals Desk → CFO - each gate triggers automatically when the quote crosses its threshold, with SLA tracking on every step.

Lands contract-ready

Once approved, the quote ships to DocuSign with the right MSA + DPA attached, the Salesforce opp updates, and billing is staged for provisioning on signature.

Configured · priced in band · routed through approvals · ready to send

$96K · IN TARGET · 2 OF 4 APPROVALS COMPLETE

FloorTargetCeiling

Quote built from

CPQ rules · v2026.04Price book · floor / target / ceilingDiscount matrix · approval gatesTerm + edition library

Routed to

Salesforce opportunity · attachedDocuSign · contract-readyDeals desk + CFO gatesBilling · provisioning trigger

Quote built from

CPQ rules. Versioned product configuration rules - what configurations are valid, which add-ons stack, where exclusivities apply.
Price book. Floor / target / ceiling per SKU and segment - the bands enforced in the configurator and visible to the rep in real time.
Discount matrix. Tiered discount authority - what each role can approve unilaterally, what escalates, and the trail behind each escalation.
Term + edition library. Annual / multi-year / monthly term schedules; edition feature gates; SKU-level upgrade paths - all reusable across deals.

Routed to

Salesforce opportunity. Quote attached to the opp record with the configuration, computed price, and approval status pinned to the deal.
DocuSign · contract-ready. On approval, the quote becomes the contract - MSA, order form, and DPA bundled with the right templates per geography.
Deals desk + CFO. Approval gates with SLA tracking, automatic escalation, and a queue dashboard for the deals-desk and finance leads.
Billing trigger. On signature, billing system provisions automatically - no last-mile spreadsheet handoff between sales and ops.

What you get, every week