Quote and order unification
Quotes from CPQ and orders from ERP on one key, so quoted price, ordered price and invoiced price are three columns on one line.
The business question
How does the price we quoted compare with the price we ordered and invoiced?
What it does
Joins CPQ or CRM quotes to ERP orders and invoices on one key, so quoted, ordered and invoiced price are three columns on one line. Guidance adherence and realization then read from the same record.
What’s inside
Composed from the platform’s own objects, so it is a configuration you can open, not a document.
- Integration: CRM or CPQ quotes
- Integration: ERP orders and invoices
- View: quote to invoice by line
Commercial context required
What Revomo reads to run it. Everything else in the template is derived from these records.
- Integration: CRM or CPQ quotes
- Integration: ERP orders and invoices
Relevant industries
All industries
See this template in Revomo.
We will show the Quote and order unification running on representative data, or on a slice of your own, and what it would take to run it on yours.