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- CPQ & Quote-to-Cash
- Get started
Get CPQ & Quote-to-Cash running in four steps.
Explore CPQ and plan a rollout for your sales and finance teams.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up CPQ & Quote-to-Cash. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open CPQ & Quote-to-Cash in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
Click Get started, then use Proto to configure CPQ & Quote-to-Cash for your business. Set up your workflows, import your data and invite your team.
Follow a deal from product selection through pricing, approval, signature and billing. Use the module and process pages to compare the proposed workflow with how your team sells today.
Talk to our team
Tell us about your products, price books, discount policy and contract terms. Include the CRM, signature provider, fulfillment and accounting systems you use, plus the deals and balances that would move at cutover. Choose whether quoting or the complete commercial process should launch first so the implementation scope has a clear boundary.
Write to support@erp.ai.
Prepare your first deals
Choose representative sales to rehearse with your reps, approvers, Deal Desk and Billing Specialist. Include a configured order, negotiated terms, a recurring agreement and a payment correction. After the application is configured, an assistant can prepare work under verified access while the authorized people retain their decisions.
Set up CPQ & Quote-to-Cash your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.