Your quote-to-order process, built the way your business actually runs it.
Most companies outgrow generic sales tools fast. We build your entire quote and order flow natively on Core — your pricing logic, your approval rules, your handoffs — so nothing gets lost between closing a deal and fulfilling it.
The gap between sales and operations is where margin goes to die.
Pricing exceptions in inboxes. Approvals over chat. Orders re-entered manually.
By the time operations picks it up, context is half-gone — and so is the margin you priced into the deal.
From first quote to handoff, built around your rules.
Quoting
Catalogue, pricing rules, configurable terms — captured once, applied consistently.
Approval flows
Discounts, exceptions, decision log — handled the way your business actually approves them.
Quote-to-order conversion
No re-entry. One source of truth from quote through fulfillment.
Order tracking & ownership
Every order has a status and someone responsible.
Handoff automation
Scheduling, procurement, production, billing trigger automatically when an order is confirmed.
Audit trail
Every change captured, queryable, exportable.
We map your process first. Then we build it.
No two companies run quotes and orders the same way. Generic sales tools assume otherwise — that's why exceptions accumulate.
We start by modeling the flow as it runs today, then sharpen it where the mapping surfaces something better — together with you, never as a blind 1:1 rebuild. The build follows the agreed model.