Salesforce
Accelerate Quote and Sales Order Creation
Generate accurate, professional quotes and sales orders directly from your CRM in minutes, not hours.
Transform Sales Document Workflows
Sales teams waste hours manually building quotes and sales orders, copying data between systems, and fixing errors. altaFlow eliminates this friction by automating document generation directly from your Salesforce, NetSuite, or Dynamics data.
Create branded, error-free quotes in minutes while your team focuses on closing deals. The result: faster response times, higher accuracy, and accelerated revenue recognition.
Why Choose altaFlow for Quotes and Sales Orders?
No-Code Quote Builder
Design professional quote templates without developers. Drag-and-drop fields, add conditional logic, and customize branding to match your business requirements instantly.
Automated Data Population
Pull product details, pricing, customer information, and terms directly from your CRM. Eliminate manual data entry and reduce errors that delay deals or damage margins.
Real-Time Accuracy
Quotes reflect current pricing, inventory levels, and customer terms automatically. No more outdated information or pricing mistakes that erode trust or profit.
Dynamic Templates and Customization
Create quote variations for different customer segments, regions, or product lines. Apply discounts, taxes, and terms based on rules you define once and reuse everywhere.
Built-In Compliance and Audit Trails
Maintain complete version history, approval workflows, and regulatory compliance. Every quote generates an audit trail with SSO, RBAC, and retention policies already configured.
Native CRM Integration
Works directly inside Salesforce, NetSuite, and Microsoft Dynamics. No middleware, no data exports, no synchronization delays between systems.
How Does It Work?
Step 1
Build Your Template
Create a quote or sales order template using our visual builder. Map fields to your CRM data, add your logo and branding, configure pricing tables, and define approval rules.
Step 2
Connect Your Systems
Link altaFlow to your CRM and ERP platforms through native integrations. Data flows automatically from opportunity records, product catalogs, customer accounts, and pricing schedules without manual configuration.
Step 3
Generate and Send
Sales reps trigger quote generation directly from their CRM interface. Documents populate instantly with accurate data, route through approval workflows if needed, and deliver to customers via email or eSignature.
Who Benefits from altaFlow's Quote and Sales Order Automation?
- Sales Teams: Respond to customer requests faster with instant quote generation. Spend less time on document formatting and more time selling. Eliminate pricing errors that cost deals or margin.
- RevOps: Standardize quote processes across teams and regions. Enforce pricing policies, discount approvals, and contract terms automatically. Gain visibility into quote-to-close velocity and bottlenecks through workflow automation.
- Finance & Operations: Ensure accurate revenue recognition with quotes that match sales orders and invoices. Reduce month-end reconciliation time by eliminating manual quote-to-order data transfers and pricing discrepancies.
- IT / Platform Owners: Reduce support tickets from sales teams struggling with manual processes. Maintain data integrity across CRM, ERP, and document systems without building custom integrations or middleware solutions.
- Legal Teams: Control contract language, terms, and compliance requirements through governed templates. Ensure every quote includes required legal clauses, disclaimers, and region-specific terms without sales involvement.
- Business Operations: Scale operations without adding headcount. Handle higher quote volumes during peak seasons with the same team. Reduce errors that trigger customer service escalations and revenue delays.
Questions & Answers
Does altaFlow integrate with my existing CRM or ERP system?
Yes. altaFlow provides native integrations for Salesforce, NetSuite, and Microsoft Dynamics, plus API connections for other platforms. Your quotes pull live data from opportunities, products, pricing, and customer records without exports or manual updates.
Do I need developers to build quote templates?
No coding required. Our drag-and-drop builder allows business operations teams to design templates, map data fields, configure pricing tables, and set approval rules without IT involvement. Changes deploy instantly.
How does altaFlow handle pricing changes and discounts?
Quotes always reflect current pricing from your product catalog. You can define discount approval workflows, tier-based pricing rules, and region-specific adjustments. When catalog prices update in your CRM, quotes generated after that moment use new pricing automatically.
Is my quote data secure and compliant?
altaFlow includes enterprise-grade security with SSO, role-based access control, comprehensive audit trails, and configurable retention policies. Every quote generation, approval action, and modification is logged for compliance audits and SOC 2 requirements.
How long does implementation take?
Most teams deploy their first quote template within one to two weeks. Our professional services team helps you migrate existing templates, configure data mappings, set up approval workflows, and train your sales teams for immediate productivity.
Start Generating Quotes in Minutes, Not Hours
See how altaFlow eliminates manual quote creation and accelerates your sales cycle. Book a personalized demo and explore how enterprise teams automate quotes, sales orders, and proposals.
