Automated quoting solutions offer a streamlined, data-driven approach to quoting and transforming the way companies manage their revenue lifecycle. By integrating real-time pricing, dynamic adjustments, and seamless data flow across departments, quoting automation reduces errors, accelerates sales cycles, and aligns with long-term revenue goals. Transitioning from a traditional to an automated CPQ system empowers businesses to make quoting fast, accurate, and scalable, ultimately enhancing customer satisfaction and supporting sustainable growth.
Automated quoting for seamless revenue cycles
Salesforce customers can accelerate your product configuration and unlock higher revenue potential with automated quoting for B2B sales growth, enabling faster, more efficient closure of complex deals through revenue automation intelligence.
Stop Manual Quoting
Build polished proposals in under 60 minutes.
Core Advantages of Our Automated Quoting for Salesforce Customers
1 | Flexible Quoting
Create a variety of quotes quickly, easily, and accurately and close deals faster with automated quoting.
2 | Dynamic Pricing Catalogs
Quickly and easily craft tailored product configurations to match your customer’s needs.
3 | Detailed Insights
Maximize conversions with comprehensive reports on revenue, conversion, and more.
4 | Streamline Subscription Pricing
Optimize your price book + maximize revenue with discount policies, offers, and promotions that are recommended based on behavioral data.
Startup Onboarding Bundle
- Quoting + Renewals
- Subscription Management
- Payment Processing + Proforma Invoices
Launch your Startup with a complete Startup Onboarding Bundle designed specifically for early-stage teams. This bundle includes 3 licenses and everything you need to kickstart your revenue engine on Salesforce CRM.
Onboarding QuickStart Services
- Fully Deployable Managed Package
- Single Initial Fee
- Migration Starter Package (optional)
In 1 – 2 weeks, we’ll configure your pre-sales process using SAASTEPS best practices tailored to your products, pricing, and approval flows. This is ideal for companies that want to go-live quickly with minimal disruption.
From Spreadsheets to Speed: Quotes in under an hour
How this var replaced manual work with automated quotiing: cutting their quote turnaround from 4 days to under 1 hour.
Industry:
IT Services/Technology
Company size:
Scaleup/SMB
products implemented:
Renewals VIP Bundle (Quoting + Renewals)
Pain Point / Challenge:
This VAR’s quoting process lived in Excel. Each quote required manually entering line items, calculating totals, and assembling proposals from scratch. Sales reps spent hours checking for errors, and formatting PDFs, only to repeat the cycle for the next deal. As the team scaled, so did the inefficiencies. What should’ve been fast became a bottleneck, with quotes taking up to four days to send out, costing them time, trust, and revenue.
Action plan + process:
Rather than jumping into a solution, we asked one question: “How long does it take your team to get a quote out the door?” As soon as they mentioned “four days,” that is all we needed to hear. We reviewed their end-to-end process and identified simple changes that could offer immediate impact. With guided copy-and-paste templates, we showed them how quoting could shift from a chore to a competitive advantage. (Ultimately, streamlining their revenue data for seamless renewals management.)
Solution:
With SAASTEPS Quoting, they now copy-and-paste unstructured data directly in Salesforce, automatically structuring and populating quotes with the right pricing, product bundles, terms, and branding. The new setup introduced:
• Automatic data entry; zero manual work
• Seamless quote creation with pre-built templates
• Instant PDF generation and in-system approvals
Every quote is fast, clean, and fully setup to automate renewals.
Results:
A 96% decrease in quoting and renewals time. What once took four days now takes under an hour. Sales reps are no longer delayed by formatting or double-checking numbers. They’re focused on conversations, not calculations. With SAASTEPS Quoting (and Renewals) in place, the team moves faster, closes sooner, and delivers a polished experience that reflects their brand.
Replace Your Quote Bottlenecks
And receive instant, repeatable speed. Request a complimentary RevTech Stack Assessment to pinpoint those bottlenecks.
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What We Solve
From quoting to renewals, discover how we identify and eliminate revenue road blocks to get your revenue process running flawlessly.
Why SAASTEPS
Gain full visibility, and align your entire revenue team. One Dashboard in Salesforce to manage your revenue lifecycle efficiently.
Expert Insight (Blog)
Discover SaaS insights about revenue management, growth, and automation. Hear from our Cofounders, revenue lifecycle veterans.
Technology Partners
We've redefined RLM & are seeking other impactful SaaS disrupters and innovators to join us.
Support Services
Optimize your Salesforce investment with comprehensive support to accelerate growth.
Explore Demos
View demos to learn about how your business can automate renewals and revenue lifecycle.
For SMBs
You have a more complex sales cycles, so automate, integrate, and unify revenue processes as to gear up for their next wave of scale.
For Enterprises
Get the tools and insights to automate quote to renewals. Gain clarity and revenue confidence. Start with a free RevTech Stack Assessment.