Overview
This automation connects a manufacturer's quoting process to its ERP, CRM, inventory, and finance systems, turning a slow, manual, multi-team cycle into a streamlined flow that runs in under an hour.
Sales reps build quotes in a configurator. From there, the automation handles approval routing, contract generation, invoice creation, inventory updates, and CRM sync. What used to take four days of back-and-forth now happens in a single business day.
It is built for B2B manufacturers with complex pricing, multiple approval layers, and ERP systems that don't talk to their sales tools. The result is faster quoting, fewer errors, and a sales team that spends time selling instead of chasing signatures.
The Challenge
Manufacturing quotes get stuck between systems and people.
- Sales reps build quotes in one tool, then manually re-enter data into the ERP
- Approvals happen over email and get lost or delayed
- Contracts are drafted manually from templates, with version confusion
- Invoices are created separately, often days after the quote is approved
- Inventory isn't updated until fulfillment, causing oversells
- CRM records go stale because nobody updates them after the deal closes
Every handoff adds time, introduces errors, and gives the customer a reason to look elsewhere.
Our Solution
This automation removes every manual handoff between quote and cash.
1- Quote built in configurator. Reps create quotes with accurate pricing and product data
2- Approval routing. Quotes above thresholds are routed to the right approvers automatically, with reminders and escalation
3- Contract generation. Approved quotes generate contracts from approved templates, with version control
4- Invoice creation. Invoices are created automatically and synced to finance
5- Inventory update. Inventory is reserved or adjusted at quote approval, not at fulfillment
6- CRM sync. Every stage of the deal is logged back to the CRM without manual entry
The full cycle now runs in under an hour of system time, versus four days of human back-and-forth.
Key Features
01
Configurator-to-ERP Sync
Quotes built in the configurator flow directly into the ERP, with no manual re-entry.
02
Automated Approval Routing
Quotes above thresholds are routed to the right approvers with reminders and escalation.
03
Contract Generation
Approved quotes generate contracts from approved templates with full version control.
04
Automated Invoicing
Invoices are created and synced to finance the moment a quote is approved.
05
Real-Time Inventory Updates
Inventory is reserved or adjusted at quote approval, preventing oversells.
06
CRM Auto-Sync
Every stage of the deal is logged back to the CRM without manual entry.
07
Approval Audit Trail
Every approval, rejection, and revision is logged with timestamps and ownership.
08
Cycle-Time Analytics
Track quote-to-cash cycle time by rep, product line, and customer segment to find bottlenecks.
4 daysDown to under 1 hour
0Manual re-keying
2Systems synced
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