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CFM 6 capabilities connected Install the published app Copy the reviewed CRM & Sales starting point into your workspace.

CRM & Sales

At a glance Published facts and operating context. Who it’s for Every role starts from the same installed system. Application structure The public page preview uses the same structure as the production product pages. What’s inside Install the workspace, then adapt tables, views, roles, and pages to your process. Scale and support Start quickly without blocking the path to production operations. Operational assistance Use AI as an operating layer over the same records your team uses. How it works Install the app, then shape the workflow around how the business actually runs. Comparison Start from a working system instead of a blank canvas. Rollout A practical rollout path from first click to real team usage. Technical proof The catalog app is a source. Your install is a separate app copy. FAQ Common questions.
AI agents
Platform
Overview What’s inside How it works AI agents Explore apps
Features
CRM & Sales
At a glance Who it’s for Application structure What’s inside Scale and support Operational assistance How it works Comparison Rollout Technical proof FAQ
CFM Open the live workspace Install the CPQ for Medical Devices starting point.
Start free
CRM & Sales - ERPAI Catalog

CPQ for Medical Devices ready to install

CPQ for Medical Devices helps sales and commercial teams configure regulated device bundles, quote approved options, track pricing approvals, manage customer requirements, and move opportunities from request to signed quote.

Start free See live preview
Live Preview
CPQ for Medical Devices · Published starting point
ERP•AI
Overview Product configurationApproved option bundlesQuote generationPricing approvalsCustomer requirement trackingOpportunity handoff
CRM & SalesCPQ for Medical Devices
01
Product configurationProduct configuration is included in the installable workspace.
02
Approved option bundlesApproved option bundles is included in the installable workspace.
03
Quote generationQuote generation is included in the installable workspace.
04
Pricing approvalsPricing approvals is included in the installable workspace.
05
Customer requirement trackingCustomer requirement tracking is included in the installable workspace.
06
Opportunity handoffOpportunity handoff is included in the installable workspace.
Install CPQ for Medical Devices
Product snapshot

CPQ for Medical Devices at a glance.

Connected tables
30Tables included in the app
Configured fields
650Configured across the schema
Seeded tables
29Tables with starting records
Workflow starters
10Workflow starting points
Ready reports
4Analytics and summaries
Suggested roles
4Suggested roles and scopes
Built for

The teams that need this app.

Every role starts from the same installed system.

  • Daily teams

    Run CPQ for Medical Devices with the tables and views needed for repeated operational work.

  • Approvals and visibility

    Track exceptions, review work, and keep the team aligned from a shared workspace.

  • Ready to extend

    Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the production product pages.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewOperational dashboardCore recordsWorkflow control
Tables3Installed starting point
01
Operational dashboardTrack active work, exceptions, owners, and recent activity from the same workspace.
02
Core recordsWork from filtered, grouped, and role-aware table views instead of static templates.
03
Workflow controlUse Proto to model the real process around the data after installation.
At a glance

What’s inside.

Install the workspace, then adapt tables, views, roles, and pages to your process.

Product configuration

Product configuration is included in the installable workspace.

Approved option bundles

Approved option bundles is included in the installable workspace.

Quote generation

Quote generation is included in the installable workspace.

Pricing approvals

Pricing approvals is included in the installable workspace.

Customer requirement tracking

Customer requirement tracking is included in the installable workspace.

Opportunity handoff

Opportunity handoff is included in the installable workspace.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Operational assistance

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

Assistant queueReady
01
Data steward

Checks incomplete records, highlights stale work, and keeps the app ready for action.

02
Workflow runner

Uses Proto workflows and app data to move routine steps forward with an audit trail.

03
Reporting helper

Turns operational data into summaries that managers can review without exporting the app.

Workflow handoff

The process lives beside the data.

Install the app, then shape the workflow around how the business actually runs.

Open the workspace ↗
  1. 01
    Install the appCreate a new app in your workspace from the published catalog copy.
  2. 02
    Review the schemaStart with 30 tables and the included relationships, forms, and views.
  3. 03
    Adapt the workflowUpdate fields, Proto workflows, permissions, and reports around the process you actually run.
  4. 04
    Invite the teamBring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Compared

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.
Time to value

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The catalog app is a source. Your install is a separate app copy.

App copy isolation

Install creates a separate app for your workspace rather than editing the catalog source.

Audit-ready changes

Records, schema changes, and workflow actions stay tied to your workspace history.

Open extension path

Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.

FAQ

Common questions.

What gets installed with CPQ for Medical Devices?+

The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.

Can I change the app after installing it?+

Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.

CPQ for Medical Devices

Install the published starting point. Adapt it to your operating model.

CPQ for Medical Devices helps sales and commercial teams configure regulated device bundles, quote approved options, track pricing approvals, manage customer requirements, and move opportunities from request to signed quote.

Start free See live preview

The installed workspace is a separate, editable app copy.

CRM & Sales

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