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ERP.AI CPQ & Quote-to-Cash

CPQ & Quote-to-Cash

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Modules

ConfiguratorBuild sellable product combinations with guided options, required components and clear configuration checks. Pricing rulesApply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned. QuotesPrepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried. ApprovalsRoute concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.
ContractsCarry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals. OrdersRelease the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations. BillingTurn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.

CPQ & Quote-to-Cash

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Processes

Quote to cashConnect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice. Configure and priceBuild a complete product configuration and a traceable price before submitting the quote for review. Discount approvalReview concessions and terms against the complete proposal, with clear authority, delegation and revision history.
Acceptance to orderVerify the executed sale and release only the quantities, terms and value the buyer authorized. Schedule to invoiceActivate the agreed billing plan, issue each obligation once and reconcile cash and credits to the account. RenewalPrepare the next service term from current contracted entitlements and the renewal terms the buyer accepted.

CPQ & Quote-to-Cash

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Industries

Software and subscriptionsQuote editions, seats and add-ons with clear terms, billing and renewals. Configured hardware and equipmentBuild accurate equipment proposals and carry the accepted configuration into delivery and billing.
Professional and managed servicesQuote service packages and retainers with clear scope, approvals and billing milestones. Channel and reseller salesQuote partners on the right terms while keeping the end customer connected to the deal.

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Reference

Roles and permissionsGive sales, Deal Desk and finance the access and authority their work needs. Reports and dashboardsFollow sales progress, pricing decisions, renewals and collection. Data modelExplore the records behind each deal and plan a controlled commercial data migration.
IntegrationsConnect the deal from your CRM through signature, delivery and accounting. ImplementationPlan your CPQ rollout around the products, policies, connections and people who will use it. AI agentsHelp your team prepare quotes, review exceptions and follow up on commercial work.

CPQ & Quote-to-Cash

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All systems
Modules
ConfiguratorBuild sellable product combinations with guided options, required components and clear configuration checks.Pricing rulesApply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.QuotesPrepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.ApprovalsRoute concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.ContractsCarry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.OrdersRelease the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.BillingTurn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.
Processes
Quote to cashConnect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.Configure and priceBuild a complete product configuration and a traceable price before submitting the quote for review.Discount approvalReview concessions and terms against the complete proposal, with clear authority, delegation and revision history.Acceptance to orderVerify the executed sale and release only the quantities, terms and value the buyer authorized.Schedule to invoiceActivate the agreed billing plan, issue each obligation once and reconcile cash and credits to the account.RenewalPrepare the next service term from current contracted entitlements and the renewal terms the buyer accepted.
Industries
Software and subscriptionsQuote editions, seats and add-ons with clear terms, billing and renewals.Configured hardware and equipmentBuild accurate equipment proposals and carry the accepted configuration into delivery and billing.Professional and managed servicesQuote service packages and retainers with clear scope, approvals and billing milestones.Channel and reseller salesQuote partners on the right terms while keeping the end customer connected to the deal.
Reference
Roles and permissionsGive sales, Deal Desk and finance the access and authority their work needs.Reports and dashboardsFollow sales progress, pricing decisions, renewals and collection.Data modelExplore the records behind each deal and plan a controlled commercial data migration.IntegrationsConnect the deal from your CRM through signature, delivery and accounting.ImplementationPlan your CPQ rollout around the products, policies, connections and people who will use it.AI agentsHelp your team prepare quotes, review exceptions and follow up on commercial work.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • Active Products
    SKUNameFamilyType
    Bundle

    Configurator

    Build sellable product combinations with guided options, required components and clear configuration checks.

    Included
  • Quotes Awaiting ApprovalSubmitted
    Quote NumberOwnerAccountGrand Total

    Pricing rules

    Apply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.

    Included
  • Quotes
    Quote NumberQuote TypeAccountEnd Customer

    Quotes

    Prepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.

    Included
  • Approvals Awaiting MePending
    QuoteQuote AccountQuote OwnerQuote Grand Total

    Approvals

    Route concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.

    Included
  • Contracts
    Template CodeNameContract TypeVersion

    Contracts

    Carry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.

    Included
  • Orders Awaiting ConfirmationDraft
    Sales Order NumberAccountQuoteContract

    Orders

    Release the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.

    Included
  • Credit Memos Awaiting ApprovalSubmitted
    Credit Memo NumberInvoiceAccountReason
    Service credit

    Billing

    Turn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.

    Included
Roles
  • Product Manager
  • Pricing Manager
  • Sales Rep
  • Sales Manager
  • Executive Approver
  • Deal Desk
  • Billing Specialist
Processes
  • Quote to cash
  • Configure and price
  • Discount approval
  • Acceptance to order
  • Schedule to invoice
  • Renewal
Reports
  • Quote Velocity
  • Win Rate by Discount Band
  • Discount Leakage
  • Approval Bottlenecks
  • Pricing Coverage
  • Configuration Rule Hits
  • Bundle Attach Rate
  • Bookings by Period
  • Renewal Outcomes
  • Billing Backlog
  • Invoice Aging
  • Days Sales Outstanding

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from the sales team’s expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Implementation and rollout

Fitting the system to a sales and finance team, migrating data and going live by process is priced separately. Your quote reflects: sites, integrations, data volume and support level. Talk to our team about your implementation plan.

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Pricing questions

All questions
Does it replace our CRM?

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.

Related question
Can we use different price books?

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.

Related question
How does billing follow the sale?

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.

Related question
How are payments and corrections handled?

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.

Related question
How do renewals work?

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.

Related question
Does it support usage billing or multiple currencies?

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.

Related question
What does it cost?

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.

Related question
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

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