Axolt CPQ

Highlights

• Salesforce-Native CPQ: Build, price, approve, and send complex quotes directly inside Salesforce, connecting CRM, products, pricing, orders, inventory, and operations.
• BOM-Connected Quote Building: Create quotes for configurable products, bundles, kits, services, and manufactured assemblies connected to Bills of Materials, components, and production requirements.
• Guided Product Configuration: Guide sales users through product options, compatible components, bundles, add-ons, and approved selling rules to reduce quoting errors.
• Dynamic Pricing Rules: Automate tiered pricing, volume discounts, customer-specific pricing, regional pricing, contract terms, and promotional pricing inside Salesforce.
• Discount & Margin Control: Protect margins with discount limits, approval thresholds, margin checks, and controlled pricing rules before quotes are sent to customers.
• Automated Quote Approvals: Route quotes for approval based on deal size, discount level, margin, product type, customer terms, or commercial risk.
• Branded Quote Documents: Generate professional quote and proposal documents from Salesforce using approved templates, reducing manual formatting and admin work.
• Quote-to-Order Conversion: Convert approved quotes into sales orders without duplicate data entry, helping sales, operations, fulfilment, manufacturing, and finance stay aligned.
• Manufacturing, Retail & Distribution Ready: Support BOM-connected assemblies, product bundles, stock-aware quoting, customer pricing, volume sales, fulfilment, and repeat orders.