CRM & Sales · Module
Sales & CPQ
GST-correct quotes within your discount authority, handed to Billing without re-keying
Sales & CPQ turns a deal into an accurate, approved, GST-correct offer fast, and hands the accepted offer to Billing and Sign. It owns price books, quotes, discount rules within delegation of authority, and territories.
From deal to offer
Sales & CPQ builds quotes from a deal: product lines from the shared item master with HSN or SAC codes, quantities, unit prices, line discounts, sections, notes, terms and a validity date. Each quote gets a human-readable number. Price books are set per currency with validity dates and tiered prices by minimum quantity.
Discounts inside your rules
Maximum line and header discounts per role come from the delegation-of-authority matrix. A discount above the limit becomes an approval request with a reason, routed through the Approvals Inbox. Later waves add a multi-level approval matrix by discount band, deal size, margin, non-standard terms and payment terms, and AI discount guidance from won and lost history that never goes above a user's limit without approval.
GST done properly
Tax calculation applies CGST plus SGST for intra-state supply and IGST for inter-state supply, based on supplier state and place of supply, with HSN or SAC on lines and rounding rules. Tax-exempt and zero-rated lines are supported. Rules are to be verified with a chartered accountant. Branded quote PDFs show seller and buyer GSTIN, place of supply, tax breakup and bank or UPI details, with Hindi and Tamil labels at GA.
Send, accept, hand off
Quotes go out by email or WhatsApp with a PDF and a signed, expiring acceptance link. The buyer can accept or request changes without logging in. An accepted quote creates an invoice, proforma or subscription draft in Billing with identical lines and tax, and syncs the deal amount. Expiry reminders run automatically, and the Quote Follow-up Agent drafts follow-ups.
Release shape
A quotes-lite subset may ship inside CRM in Wave 2; that is an open decision. The full module, with versions, territories, configuration rules, recurring lines, margin visibility, multiple seller entities, e-signature through Sign, AI quote drafting, quote comparison and quote-to-order handoff, is planned for Year 2 (Wave 3). Price rules from Pricing and a deal desk workspace follow in Wave 4.
Features
What Sales & CPQ includes
Price books
Per currency with validity dates, defaults and tiered prices by minimum quantity. W2 lite.
Products from the shared item master
Goods or services with HSN/SAC code, unit and default tax code. W2 lite.
Quote builder
Lines, sections, notes, terms, validity and numbered quotes from a deal. W2 lite.
Discount guardrails and DoA approval
Per-role limits from the DoA matrix; above-limit discounts routed for approval. W2 lite.
GST tax calculation
CGST, SGST and IGST by place of supply with HSN/SAC and rounding (verify with CA). W2 lite.
Branded quote PDF
Seller and buyer GSTIN, tax breakup, bank and UPI details and terms. W2 lite.
Send and acceptance page
Email or WhatsApp with signed, expiring acceptance link; accept or request changes without login. W2 lite.
Accepted quote to Billing
Invoice, proforma or subscription draft with identical lines and tax. W2 lite.
Quote versions and comparison
Immutable sent versions; good, better, best comparison shared with the buyer. W3.
Territories
Hierarchy by state, city, PIN code ranges, industry, size or named accounts. W3.
Multi-level approval matrix
By discount band, deal size, margin, terms and payment terms, with delegation. W3.
Configuration rules and recurring lines
Bundles, required and excluded options; subscription lines with ramps and one-time fees. W3.
Margin visibility and seller entities
Margin per line and quote with floors; multiple GST registrations per state. W3.
E-signature and quote-to-order
Send for e-sign through Sign (verify validity rules); hand off to Commerce orders. W3.
Workflow
Quote to cash handoff
- 1
Seller builds a quote from the deal and price book.
- 2
A discount above the seller's limit routes for DoA approval.
- 3
The quote is sent by WhatsApp with an acceptance link.
- 4
The buyer accepts; name and time are captured.
- 5
Billing receives an invoice draft with identical lines and GST.
Workflow
Territory realignment
- 1
Sales ops proposes a new territory design.
- 2
Impact on leads, deals and quotas is previewed.
- 3
The change is approved.
- 4
Assignments update and commissions apply quota relief.
AI
AI skills and Digital Employees
Quote follow-up drafts
Drafts follow-ups for unanswered quotes; sends need approval.
AI quote drafting
Drafts a quote from deal context, conversation and price book for a human to submit. W3.
Discount guidance
Suggests a discount range from won and lost history within DoA. W3.
Approval packet summary
Margin, history and reasons summarised for approvers.
Bundle suggestion
Suggests bundles that respect configuration rules. W3.
Digital Employees that use this module
- Quote Follow-up Agent
- AI Quote & Proposal Specialist
- AI Deal Desk Analyst
- AI Territory & Commission Planner
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Can a seller give any discount?
No. Limits come from your delegation-of-authority matrix. Anything above a seller's limit becomes an approval request.
Does it calculate GST?
Yes. It applies CGST and SGST or IGST by place of supply with HSN/SAC codes. Rules are to be verified with a chartered accountant.
Is CPQ in Year 1?
A quotes-lite subset may ship inside CRM in Wave 2; this is an open decision. The full module is planned for Year 2.
See Sales & CPQ in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.