PLATFORM / Overview

From deal to signed quote. One flow, zero re-typing.

Configure, price and quote your most complex deals with the CPQ platform that runs
inside your CRM. Every step follows your rules, and everything lands back in the deal.
No more quoting in one system and reporting in another.

the CPQ ecosystem

vloxq helps revenue teams act fast in a complex environment

Mistakes in the quoting process can cost up to 15% of revenue. Our CPQ solution removes errors, replaces Excel, and produces professional quotes, fully integrated with your CRM. Making sure you don't leak earned growth.

 

CRM

The connection to your CRM, where the opportunity and customer data live, ready to drive the quoting process forward.

 

Data sources

The foundation for all calculations in vloxq. This is where prices, costs, exchange rates, and product descriptions are stored.

Products & Pricing

Product information and price lists are pulled automatically from the right data source, always up to date.

Configuration

The user selects the products, add-ons, accessories, and service agreements to include in the quote, all based on your business rules.

Integrations with other systems

Data sources can be connected to your other systems, such as your ERP. This keeps price lists and stock levels current at all times. All so you only ever enter things once, no more double entry.

Summary

All prices, costs, and margins are compiled, with a margin guide providing instant visual feedback.

Approval

Internal approval flows ensure the right person reviews and approves the deal before it's sent. An approval workflow can be triggered automatically by, for example, too low a margin or other business rules you define.

Quote creation

The quote is built with the right customer details, terms, and structure. It inherits information from your CRM, for example, so you never have to enter the same thing twice.

Quote customization

Individual changes, attachments, and personal messages are added to the quote.

Signing

The customer signs digitally right in the quote, via integration with the e-signing service of your choice.

 

Delivery

The signed deal can be automatically passed on to delivery and order management, seamlessly connected to your ERP.

Follow-up & renewal

Deal data is fed back into the system for follow-up, reporting, and future upsell and renewal.

Step 1

The foundation: configurations

Products, add-ons, service agreements, currencies — vloxq builds your actual calculations and document templates into the engine, so the configuration step follows your logic, not a template's. Quote documents adjust themselves to deal type and industry.

Your most complex deals, quoted as fast as your simplest.

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Step 2

Price it right. Automatically.

Prices, costs and exchange rates come from governed data sources, synced with your ERP so nothing is ever stale. The rep sees live margin guidance while quoting; deals that cross your thresholds route to approval on their own.

The 5–15% that leaks through quoting errors? Stopped at the source.

Step 3

Send, sign, done. Never leave your CRM.

One click sends the quote to the customer, e-sign included, and writes everything back to the deal. Admins update prices and products in one place, or let the integrations do it.

Every quote documented where it belongs = forecasts you can trust.

 

Your pricing has rules. Bring us the hardest one.

Customer stories

Proof, by the numbers

You don't implement this alone.

01.

Free solution proposal

Our implementation engineers map your quote flow: calculations, templates, CRM and ERP integrations, before you commit.

02.

We build your rules in

Your calculations, your documents. Never let anyone on the sales team drift away.

03.

Go live in your CRM

Reps quote from the deal on day one.

FAQ

How is vloxq different from the quote module in our CRM?

A standard quote module lists products and prices. vloxq runs your actual pricing logic: configurations, add-ons, service agreements, currencies, margin guidance and approval rules, inside the CRM your team already uses.

Where do prices, costs and exchange rates come from?

From governed data sources in vloxq, which hold prices, costs, exchange rates and product descriptions. They can sync with your ERP, so price lists and stock levels are always current and nothing is entered twice.

How do approvals work?

You define the rules. When a deal crosses a threshold, for example a margin below target, the quote is routed to the right person for approval automatically before it can be sent.

What happens after the customer signs?

The customer signs digitally in the quote via your e-signing service. The signed deal can be passed on to delivery and order management in your ERP, and the deal data is fed back for follow-up, reporting and renewals.

How do we get started?

With a free solution proposal: our implementation engineers map your quote flow, calculations, templates and integrations before you commit. We then build your rules in, and you go live in your CRM, usually within 1–3 months.