For Sales & Revenue Ops

Quote, negotiate, close — without leaving the platform.

Five-step quote builder for enterprise deals. Approval workflows that route discounts above thresholds to the right approver. Customer acceptance via signed URL with full audit trail. On accept, the quote converts to a subscription atomically — no manual provisioning, no errors at the handoff.

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5-step quote builder

Configure offerings, rate plans, line items, discounts, and terms in one screen.

  • Customer / Configure / Price / Terms / Review wizard
  • Sticky ACV sidebar with live totals
  • Per-quote rate-plan version pinning (price-lock at quote time)
  • PDF + signed-URL acceptance link generated on send

Approval rules engine

Discount-percent, ACV-threshold, and discount-amount rules route quotes to the right approver.

  • Per-tenant rules, evaluated on submit-for-approval
  • First-matching rule wins (lowest threshold)
  • APPROVER role required to approve (3-layer RBAC defense)
  • Audit trail of decision + reason on every approval row

Atomic quote-to-subscription

Customer signs the quote, the subscription provisions in one transaction. No manual hand-off.

  • Quote → Subscription in one @Transactional commit
  • Customer-from-prospect idempotency on `(tenant, source, quoteId)`
  • Failure rolls back; quote stays ACCEPTED so retry works
  • Click-acceptance with IP + UA + timestamp audit (legally binding)
SALES & REVENUE OPS

Close enterprise contracts without Salesforce CPQ

CPQ as a feature of your billing platform, not a separate $$$ system. Five-step quote builder, approval workflows tied to your tenant, signed-URL customer acceptance, atomic conversion to a paid subscription. Quote-to-cash in one platform: CPQ + 9-state subscription lifecycle + 10-stage billing pipeline + automated dunning. From contract signature to settled invoice without leaving Aforo.

For VPs of Sales, Revenue Ops, and Sales Engineering teams

Close enterprise deals this quarter.

Built-in CPQ, approval routing, signed-URL acceptance, atomic subscription provisioning. Same audit trail your finance team already trusts.