Custom Quotation and Proposal Management System
Axix builds a custom quotation and proposal management system on Axix ERP CRM and Selling—not a finished CPQ product we resell. Typical scopes cover lead-linked quotes, proposal versions, pricing and discount rules, and handoff into Sales Orders when won. Fixed Price or Dedicated Team delivery follows discovery of approval thresholds and template packs.
Quotes tied to pipeline and customers
Sales teams lose deals when quote drafts live in email threads detached from the opportunity. A custom quotation and proposal management system usually starts from CRM Leads or Opportunities, stores customer context and activity history, then opens a Quotation in Selling with line items, Pricing rules, and Discount rules you configure. Reps see which revision a buyer last reviewed; managers see open quote value without exporting spreadsheets. We assemble that from Axix CRM and Selling document patterns—we do not claim a branded configure-price-quote cloud or invent product-configurator catalogs you never scoped.
Proposal packs, versions, and approvals
Many buyers need narrative proposal PDFs beside the commercial Quotation—cover letters, scope annexes, and validity dates. Custom workflows can version those packs, require manager approval above discount thresholds, and lock accepted revisions so ops cannot silently edit a signed commercial terms file. Expiry reminders and requote paths follow rules you write. Optional IDP can later extract fields from buyer counter-proposal PDFs into a review queue; humans still approve low-confidence values. Template libraries stay yours; Axix does not invent industry boilerplate as a packaged SKU.
Handoff into orders and invoices
Won quotes should become Sales Orders and, later, Delivery Notes and Sales Invoices without retyping prices. Selling already supports that document chain when stock and accounts are in scope. Multi-branch price books can be configured when discovery says regional teams need different lists. Integration with local requirements (e.g. FBR, ZATCA, customs authority portals) is scoped per project if e-invoices must follow accepted quotes—we never claim certification or approval. Lost-quote reasons stay structured so pipeline analytics mean something next quarter.
Delivery for commercial operations
Discovery maps quote stages, approvers, and which CRM campaigns feed inbound demand. Pilots often run one product family and one approval ladder before company-wide templates. Engagements use Fixed Price or Dedicated Team with NDA and IP transfer on completion—no free-trial quotation product claim on this page. Training covers who may override locked versions after go-live. Win-rate boards pull from Opportunity stage and Quotation status so sales leadership stops reconciling two tools. Optional customer portals for quote acceptance are project work when buyers want self-serve yes/no without email. Bundle and kit lines inherit Selling UOM rules rather than inventing a second catalog. Margin floors can block submit when contribution falls below a policy you define in discovery.
What we build
- CRM lead and opportunity context on each quote
- Selling Quotation with pricing and discount rules
- Proposal versioning and approval thresholds
- Won-quote handoff to Sales Order
- Expiry and requote reminders when scoped
- Structured lost-quote reasons for pipeline review
Built on Axix platform modules
Custom systems are assembled from existing Axix modules—not sold as a finished off-the-shelf product for this industry until a product offering is published.
- ERP: crm (leads, opportunities, pipeline, activity history)
- ERP: selling (Quotation, Sales Order, pricing and discount rules)
- IDP optional for counter-proposal PDF extraction with human review
- Custom software engineering for proposal packs, version locks, and portals
How a project runs
- 1
Discovery
Scope workflows, integrations, compliance constraints, and which Axix platform modules fit before any build starts.
- 2
Pilot
Ship a focused pilot on agreed modules with feedback loops, so stakeholders validate fit before wider rollout.
- 3
Rollout
Phased go-live, training, and handover under NDA with IP transfer on completion unless otherwise agreed.
Engagement models: Fixed Price for scoped builds, or Dedicated Team for an Axix-managed delivery pod. Staff Augmentation is available when you need specialists inside your ceremonies.
Available in
- Pakistan
- Saudi Arabia
- UAE
- USA
- United Kingdom
Frequently asked questions
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Ready to talk with Axix Technologies?
Book a discovery call to scope a custom system on Axix platform modules.