# Quote and order unification: commercial data & context template

> Quotes from CPQ and orders from ERP on one key, so quoted price, ordered price and invoiced price are three columns on one line.

Source: https://revomo.ai/marketplace/templates/quote-order-unify/

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Business need
- [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)
- [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/)
- [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/)
- [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)
- [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/)
- [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)
- [Market Response](https://revomo.ai/marketplace/collections/market-response/)

Industry
- [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution)
- [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery)
- [Building products](https://revomo.ai/marketplace/templates/?industry=building)
- [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals)

Search Marketplace

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- [Templates](https://revomo.ai/marketplace/templates/)
- [Commercial Data & Context](https://revomo.ai/marketplace/templates/?category=data)
- Template

## 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.
[See the Quote and order unification in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=quote-order-unify&name=Quote+and+order+unification&collection=quote-deal-performance)

### 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

Type
Template

Category
[Commercial Data & Context](https://revomo.ai/marketplace/templates/?category=data)

Industries
All industries

Business need
[Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)

Composed of
3 platform objects

[See this in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=quote-order-unify&name=Quote+and+order+unification&collection=quote-deal-performance) On representative data, or a slice of your own.

### Related templates

- Optimization #### [Quote guidance bands](https://revomo.ai/marketplace/templates/quote-guidance/) Target, floor and stretch for every quote, from the win curve and the margin goal, with approval routes for anything outside. All industries · Uses 7 metrics
- Predictive Models #### [Win probability for quotes](https://revomo.ai/marketplace/templates/win-probability/) The chance a quote wins at each price, from your own outcomes, so guidance is a curve rather than a floor. All industries · Uses 2 metrics
- Analysis & Diagnostics #### [Win, loss and quote velocity](https://revomo.ai/marketplace/templates/win-loss/) Win rate by price position, discount depth and segment, with cycle time from quote to order. All industries · Uses 1 metric

### 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.
[See this on your commercial data →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=quote-order-unify&name=Quote+and+order+unification&collection=quote-deal-performance)[All templates](https://revomo.ai/marketplace/templates/)