SmartRevIQ Quoting
Streamline your quote-to-cash cycle with AI‑powered quoting—generate accurate, professional proposals in seconds, with built-in price and margin intelligence.
Intelligent Quoting for Modern Sales Teams
SmartRevIQ Quoting is a cloud-based Configure‑Price‑Quote (CPQ) solution that helps enterprises automate quoting, enforce pricing controls, and boost sales effectiveness — all while preserving profitability. It supports use cases such as guided configuration, approval workflows, document generation, and seamless integration with CRM and ERP systems.
Core Capabilities
Guided Selling
Configure complex offerings quickly with workflows that improve quoting accuracy for any customer scenario.
AI-Driven Pricing
Apply dynamic pricing and discount automation to maintain margins with minimal manual effort.
Approval Workflows
Automate review processes for special quotes and improve compliance and speed.
Proposal Generation
Instantly generate branded, professional proposals with terms and e-signature support.
Quote Analytics
Track quote performance, win rates, and exceptions using real-time dashboards.
CRM & ERP Integration
Integrate seamlessly with Salesforce®, SAP®, Oracle®, and more for synchronized quoting and order workflows.
Enterprise Quoting Scenarios We Streamline
SmartRevIQ manages complex multi-line B2B proposals, variant configurations, and contract renewals with real-time margin guardrails.
Multi-Line B2B Proposals
Generates complex multi-item proposals across hardware, software, and services with line-item margin evaluation and real-time ERP price checks.
Special Price Authorization (SPA)
Streamlines deal-specific pricing requests with automated delegation-of-authority routing, target price benchmarks, and competitive exception tracking.
Contract Renewals & Escalations
Automates contract renewal quoting with index-linked price adjustment rules, inflation escalators, and historical volume true-ups.
Configurable Option Bundles
Guides sales representatives through complex product dependency logic, ensuring valid bill-of-materials (BOM) configurations before price output.
Floor Price & Target Pricing
Provides sales reps with real-time target, floor, and stretch price guidance powered by historical win-rate algorithms.
Partner & Channel Quoting
Empowers distributors and channel partners to generate co-branded quotes while preserving direct contract pricing integrity.
Quoting Mechanics & SAP Order Integration
How SmartRevIQ connects quote creation directly to SAP SD sales orders with zero manual re-entry.
SAP Condition Engine Integration
Calculates base prices, discounts, and surcharges by evaluating SAP condition records (PR00 / K007 / K005) in real time via standard SAP SD pricing functions.
Automated Approval Routing
Quotes breaching gross margin floors or discount thresholds automatically route to designated managers with simulated P&L impact previews.
SAP Sales Order Auto-Creation
Upon customer approval, SmartRevIQ converts quotes directly into native SAP Sales Orders (VA01), locking agreed pricing and condition records.
Win/Loss & Margin Intelligence
Tracks quote conversion velocities, discount variance, and deal profitability metrics to refine future pricing strategies.
Worked Example: B2B Quote Pricing & Automated Approval Routing
See how SmartRevIQ evaluates a complex 10-line proposal, applies discount guardrails, and triggers automated approvals.
Step 1: System Base Calculation
Step 2: Exception Discount Request
Step 3: Automated Workflow Routing
COGS: $129,000 | Net Profit Dollar: $77,800 | Net Margin: 37.62% [VP Approval: LOGGED & AUDITED]
SmartRevIQ automatically detected that the sales rep's requested price fell 0.38% below standard rep authority, instantly routing the deal to the VP of Pricing for 8-minute approval without delaying the sales cycle.
Quantified Business Outcomes
Impact delivered by automating proposal workflows and protecting deal profitability.
Faster Turnaround Time
Reduces quote generation and approval cycle times from days to under an hour with automated guided selling.
Margin Improvement
Increases average transaction margin by eliminating unapproved price concessions and enforcing floor guardrails.
First-Time Order Accuracy
Eliminates quote-to-order pricing mismatches during native SAP VA01 sales order creation.
Frequently Asked Quoting Questions
Technical details on CRM/ERP synchronization, approval routing, and pricing guardrails.
How does SmartRevIQ Quoting integrate with Salesforce CPQ and SAP ERP?
SmartRevIQ connects seamlessly with Salesforce CRM for opportunity management and SAP ERP for real-time condition record evaluation and automatic VA01 sales order conversion.
Can the quoting engine enforce floor price controls to prevent reps from eroding margin?
Yes. Every line item is validated against cost of goods sold (COGS) and target margin floors in real time, locking quote submission if profitability falls below mandatory limits.
How does the system handle complex approval workflows for non-standard quotes?
Quotes exceeding Rep delegation thresholds are automatically routed to Sales Managers or Pricing VPs with dynamic P&L impact previews, allowing one-click mobile approvals.
How are approved quotes converted into SAP sales orders?
Once a quote is accepted by the customer, SmartRevIQ calls standard SAP APIs to create a native Sales Order (VA01), transferring all approved line items and condition records automatically.
Bottom-Line Benefits
SmartRevIQ Quoting drives faster sales cycles, consistent pricing governance, and improved win-rates. By centralizing configuration, pricing, approval, and document generation, it reduces errors and elevates profitability.
Get Started with SmartRevIQ Quoting
Book a demo to see how SmartRevIQ can streamline your quoting process and maximize deal profitability.