CPQ

About CPQ

• Why Axolt CPQ?

Getting started with Axolt CPQ

Pre-Configuration : The Axolt Base Package must be installed before installing the Logistics Package. If the…

Guideline for basic setup

• Organization Account, their Contact, Address, and their related records setup
• Customer Accounts and their Contact, Address
• Site implementation for the Customer
• Credentials Setup
• Product Configuration

AI in Action

Feels dynamic and practical. Highlights real results rather than theory. See exactly how AI can be…

Quotes using ‘Quote Console’

• Calculate P & L
• Add/Edit Products
• Site Implantation

Quotes for Manager Approval

Once you create the Quotes, you can submit the Quotes for approval using Submit for Approval.…

Contracts using DocuSign

• Send the Quotes to Customer to sign the Contracts using DocuSign

Subscriptions

With Axolt ERP’s subscription module, you can offer a wide range of subscription frequencies, (e.g., weekly,…

Order using Convert to Order

• Convert a Quote into an Order

Sync Quote and Orders records

If you edit Order records or Add/Edit Line-item records on the Order level, Aqxolt CPQ will…

Create Orders from EPoS

• Creating the sales order from Enterprise Point of Sale (EPoS) Tab
• View/ Edit Orders of an existing customers
• Making a Payment
• Loyalty
• Apply Credits
• Discount

Create Sales or Advance Invoices

• Create Sales or Advance Invoices for the Orders

Payments

• Receive Payments using PayPal and Authorized.net

Documents

• Documents for Quotes, Orders, and Invoices

Product Catalogue

ERP Product Catalogue is the best way to present the products of your company. You can…