CPQ That Connects Sales to Operations
One Connected Quote-to-Order Process
CPQ aligns every commercial decision with the systems that fulfill it. Configure valid products, apply governed pricing, create accurate quotes, route approvals, and pass complete ERP-ready orders downstream.
Configure
Price
Quote
Approve
The Quote-to-Cash Business Case
A sales team can win the quote while operations still waits for a clean order. Before acceptance, the seller needs valid options, governed pricing, credible delivery expectations, and a proposal the buyer can trust.
At handoff, the accepted configuration, line details, and commercial terms must become an executable ERP order. After booking, Salesforce users need production, shipment, invoice, and accounts receivable visibility without chasing ERP users.
How the Quote-to-Order Process Works
Five Stages from Opportunity to Payment
Understand customer requirements, configure a valid solution, calculate governed pricing, create a professional quote, and route exceptions for approval.
After approval, Duet360 coordinates CRM, CPQ and ERP so complete order data flows into manufacturing, fulfillment, invoicing and service without rekeying or disconnected handoffs.
Engage in Salesforce by capturing the account, opportunity, and requirements. Configure in Infor CPQ to produce valid options, governed pricing, and the quote. Book through Duet360 by validating the accepted quote and creating the ERP order.
Execute in Infor CSI as operations creates the BOM path, plans, builds, and ships. Close the loop by returning shipment, invoice, accounts receivable, and payment status to Salesforce.
Capabilities That Make Complex Selling Easier
Guide sellers to the right solution with needs-based questions, constraint-driven product configuration, governed pricing, discounts, margins and approvals.
Generate accurate quotes and documents, connect CRM and ERP, support dealers and digital channels, and give administrators the analytics and tools to continuously improve the selling process.