The quote is where margin is decided and where most of it quietly leaks. We model how you actually price — approvals, discounting, bundles, the exceptions your best sellers rely on — so quoting stops being an art.
Every quote is a small negotiation with your own systems
Pricing lives in one place, approvals in another, and what was actually agreed in an email. The gap between them is where margin goes.
Pricing lives in spreadsheets
Maintained by one person, versioned by filename, and out of date on somebody’s desktop the moment it changes.
Discounting drifts
No enforced thresholds, so what a customer pays depends partly on which rep they reached and how close it was to quarter end.
Approvals happen over email
Untracked, unauditable, and slow enough that people route around them when the deal is urgent.
Configured products need engineering
Every quote for anything non-standard waits on someone technical, while a simpler competitor quotes the same day.
Renewals are rebuilt from scratch
No structured record of what was sold, so each renewal is reconstructed and each one is a chance to lose something.
Billing does not match the sale
What was quoted, what was delivered and what was invoiced diverge, and the reconciliation lands on finance.
Specialties
What we implement on Revenue Cloud
We do not start with the product. We start with the problem, then use only what solves it.
Product and price books
Structured catalogues that reflect how you genuinely sell, including bundles and options.
Configuration rules
Guided selling that stops impossible combinations before they reach a customer.
Pricing and discounting
Tiers, thresholds and margin floors enforced by the system rather than by hope.
Approvals
Routing that matches your delegation of authority, fast enough that nobody works around it.
Quote documents
On-brand, accurate output generated from the record, not assembled by hand.
Contracts and renewals
Amendments, co-terminations and renewals that carry their history with them.
Billing and revenue schedules
Invoicing tied to the quote that produced it, with revenue recognised on a defensible basis.
Estimating integration
For businesses where the number originates in a takeoff or estimating tool rather than a price book.
Our process
You see working software long before go-live
The same shape on every engagement, sized to the business. Each stage produces something you can look at and react to, rather than a document you approve and hope for.
01
Discovery
We learn how your business runs before we touch the org — including the parts that are not on Salesforce yet.
02
Blueprint
Scope agreed and locked, priorities set, and a phased plan that says plainly what is not happening in phase one.
03
Build in phases
Regular demos of real, working configuration — so course corrections happen while they are still cheap.
04
Deploy and enable
Migration, testing, cutover and training owned by us — adoption is part of the job, not an afterthought.
05
Beyond go-live
The same team stays. Go-live is where the value starts compounding, not where the relationship ends.
Integrations
Quote, contract and invoice as one chain
Revenue Cloud is worth doing when the whole chain connects. These are the categories that most often need joining.
ERP and financials
Invoices, revenue and payment posting without a second entry.
NetSuite · Sage Intacct · SAP · Acumatica
Signature and contracts
Agreements executed and stored against the record.
DocuSign · Adobe Acrobat Sign · Conga
Estimating and takeoff
Where the number starts, for businesses that price from measurement.
AGTEK · HCSS HeavyBid · Sage Estimating
Product data
One source for specifications, options and rules.
PIM platforms · PLM · CAD configurators
Payments
Collection handled inside the process rather than beside it.
Stripe · Bill.com · GoCardless
Reporting
Margin visible by product, by rep and by customer.
Tableau · CRM Analytics · Excel
Client stories
Quoting and revenue in the wild
Healthcare training technology
Mentice
Global support and commercial operations consolidated onto one Salesforce platform, with CPQ handling how a specialist medical simulation business actually quotes and contracts across regions.
After sales and then field service with trade-level job costing, estimating is the next phase of the work — bringing the number that starts the job onto the same platform as everything that follows it.
Sales Cloud · Field Service · Estimating — in progress
Not a cookie-cutter demo. A conversation about how you price, who approves what, and what happens between the quote and the invoice. Then talk to one of our clients yourself.
