Questions

Click Start now, then use Proto to configure CPQ & Quote-to-Cash for your business. Set up your workflows, import your data and invite your team.

Rules guide required accessories, compatible options, quantities and recommendations. Bundles retain their component structure. Repeated edits should converge on the intended configuration without adding the same accessory again, while blocked attempts remain available for investigation.

Discounts follow the configured matrix; floor exceptions go to the designated executive authority, and negotiated terms go to Deal Desk. Valid automatic bands can clear eligible discounts, while any other required review remains. Each human decision is tied to the submitted revision and an eligible approver.

For signature-mode sales, the quote includes the operative agreement terms and serves as the signed order form. A term agreement accepted in review mode still needs its contract signature before downstream release. One-time sales can skip a term contract. Deal Desk verifies the required evidence against the approved proposal.

An eligible unaccepted proposal can be revised after its existing signature request is resolved. The new version is reviewed and sent on its own terms. Accepted business stays intact; changes use a linked amendment and the required approvals, signature and financial corrections.

The CRM remains responsible for pipeline and sales activity. The proposed connection brings accounts, contacts and opportunity products into quoting, and returns the primary proposal’s commercial amount and accepted outcome. Product mappings, ownership and repeated-message handling are configured during implementation.

Yes. The model supports standard, enterprise, partner and promotional books with effective dates, quantity bands and cost or floor information. The chosen prices and discount allocation are frozen with the submitted proposal, so a later book change cannot rewrite a deal already under review or accepted.

The accepted line values feed the order and billing schedule. Billing Specialist reviews and activates the schedule before eligible dates or evidenced milestones can issue invoices. The model supports upfront, recurring and milestone billing, with accounting ownership and final tax reconciliation agreed during implementation.

Payments are matched to invoices for the same account within their remaining amounts. Linked reversals preserve the receipt and application history. Credits can correct eligible invoice value even when the invoice has already been paid; the resulting account credit or refund is handled explicitly with finance and accounting.

Renewals use the price basis, uplift, notice terms and current recurring commitments agreed in the contract. Amendments take effect only after their required approval and signature. One-time products are excluded from recurring renewal, and non-renewal decisions retain their date and evidence.

This model prices in USD and bills agreed amounts on schedules. Usage rating, multi-currency pricing, revenue recognition and the general ledger remain with the specialist systems chosen for those jobs. Supported tax cases and the accounting connection are scoped and verified during implementation.

There is no per-user fee for ordinary manual work in ERP.AI’s official interface. Machine work, retention beyond the included allowances, model use and Proto services follow the current pricing contract. Implementation is scoped separately; the pricing page explains the rates and account rules.