Transform Your Sales Quoting Process with Smart Automation

Sales teams no longer lose deals to slow, error-prone quoting. ValueDX streamlines quote creation and approvals with AI-powered validation, delivering accurate quotes in hours, not days.

Transform Your Sales Quoting Process with Smart Automation

The Hidden Costs of Manual Quote Management

Challenges Without Quote Automation:

Time Drain

Sales teams waste hours on manual quote preparation.

Errors

Data entry mistakes hurt pricing, taxes, and discounts.

Approval Delays

Lack of visibility slows decision-making.

Compliance Risks

Missing documentation increases audit exposure.

Key Capabilities

Smart Quote Creation

  • Generate accurate, professional quotes instantly using intelligent templates

  • Connect to your product catalog for real-time pricing, promotions, and taxes

  • Reduce errors and preparation time from hours to minutes

Smart Quote Creation
Intelligent Quality Assurance

Intelligent Quality Assurance

  • Automatically enforce pricing policies, discount limits, and compliance requirements

  • Detect issues before quotes reach approval

  • Ensure all quotes meet quality standards

Streamlined Approval Orchestration

  • Route quotes to the right decision-makers based on deal size, product, or customer segment

  • Role-based permissions and automated notifications prevent delays

Streamlined Approval Orchestration
Universal System Integration

Universal System Integration

  • Integrate with SAP, Oracle, Microsoft Dynamics, Salesforce, Zoho and more

  • Convert approved quotes into orders, invoices, and financial records automatically

  • Maintain data consistency across systems

Complete Audit Trail

  • Track every change, approval, and interaction for transparency

  • Enable secure digital signatures and simplify compliance reporting

Complete Audit Trail

ValueDX Delivers Superior Quote Automation Results

Speed Enhancement

Reduce quote-to-approval cycles from multiple days to just a few hours

Precision Guarantee

Achieve near-perfect accuracy through AI-powered validation and error detection

Competitive Edge

Respond to opportunities faster than competitors and accelerate deal closure

Team Synergy

Unite sales, finance, and compliance teams on a single, intuitive platform

Enterprise Scale

Purpose-built for complex organizations with multiple entities and international operations

Your New Quote Creation & Approval Journey

quote creation approval

  • Sales team identifies potential deal in CRM system

  • Platform instantly gathers customer data, current pricing, applicable discounts, and tax requirements

  • AI reviews quote against company policies, compliance rules, and approval thresholds

  • System automatically sends quote to appropriate approvers with defined timelines

  • Stakeholders receive notifications and can approve with full audit documentation

  • Finalized quote reaches customer as polished PDF or interactive online presentation

  • Approved quotes automatically flow into ERP and CRM systems as orders and invoices

FAQs

Quote Creation & Approval is the process of generating accurate sales quotes and obtaining necessary approvals before sending them to customers. This ensures pricing accuracy, compliance with discount policies, and alignment with organizational standards.

ValueDX automates quote creation by integrating with your product catalog to fetch real-time pricing, promotions, and taxes. It utilizes intelligent templates to generate professional quotes instantly, reducing preparation time and minimizing errors.

Automating quote approvals accelerates the approval process, reduces manual errors, ensures compliance with pricing policies, and provides real-time visibility into the approval status, leading to faster deal closures and improved sales efficiency.

Yes, ValueDX seamlessly integrates with major CRM and ERP platforms like SAP, Oracle, Microsoft Dynamics, Salesforce, and Zoho, ensuring smooth data flow and consistency across sales and finance operations.

ValueDX enforces compliance by automatically applying pricing policies, discount limits, and contract terms during quote generation. It also maintains a complete audit trail, enabling secure digital signatures and simplifying compliance reporting.

Transform Your Quote Process Starting Today

ValueDX empowers your sales, finance, and procurement teams to operate with unprecedented speed, accuracy, and efficiency. From initial quote creation through final approval, order processing, and payment collection, our intelligent automation platform optimizes your complete procure-to-pay lifecycle.