Act 2 · Sell & Close — the fourth step
CPQ & quote-to-cash software that closes online.
Build a quote from a real price book, let big discounts trigger approval automatically, and send a link your customer accepts online with an e-signature — which creates the order, marks the deal won, and raises a draft invoice. The whole quote-to-cash chain, on one record.
The short version
What is CPQ & quote-to-cash software?
CPQ software helps you Configure, Price, and Quote — assemble the right products, apply the right price, and send a clean quote. Quote-to-cash takes it the rest of the way: approval, online acceptance, and the order. KudosCRM does the whole chain on the same customer record — so a quote becomes a signed agreement, and a signed agreement becomes an order, a draft invoice, and a delivery project, without re-keying a thing.
The problem
The quote lives in one tool, the approval in Slack, the signature in a scanner.
Quoting means a separate tool, a manager chasing approvals over Slack, and a PDF the customer has to print, sign, and scan back. By the time the customer says yes, the deal's value has been re-typed three times and nobody's sure which version they actually agreed to.
- Quotes built in a separate tool, disconnected from the deal
- Discount approvals chased over chat, with no record
- A PDF the customer has to print, sign, and scan back
How KudosCRM handles it
One flow: catalog to quote to signature to order.
Build a quote from your price book, let big discounts trigger approval automatically, and send a link the customer accepts online — which spins up the order instantly. The quote lives on the same 360° record as the deal, the approval is one click with a reason that sticks, and the customer signs online — so acceptance and the order happen in the same motion, not three days and four tools later.
The quote-to-cash chain
One unbroken flow, on one record.
Most tools do one link of this chain. KudosCRM does all of it — and every step writes back to the same customer 360.
Configure & price
Pick products from the catalog; the right price book and quantity tier resolve automatically.
Quote
Add discounts and terms, see live totals, and send a branded PDF or link in one click.
Approve
Discounts over your threshold route to a manager — approved or rejected with a reason on the record.
Accept online
The customer signs with a type-to-sign e-signature — no print, no scan, full audit trail.
Order → cash
Acceptance creates the order, marks the deal won, and raises a draft invoice and delivery project.
The quoting system
Catalog, quote, approval, signature, order — built in.
Each piece is a real, built capability — and they hand off to each other automatically, on the same record as the deal.
Products & price books
A real product catalog with cost, margin, and per-product tax — priced by scoped price books (customer tier, territory, or partner) with effective dates and quantity-tier pricing. The pricing engine picks the right number; reps don't.
Products & pricingThe quote builder
Build a quote from the catalog or free-text lines, with per-line and order-level discounts, per-line tax, and live totals. One click turns it into a branded PDF and an email — or a link.
Quoting softwareDiscount approvals
When total discount crosses your threshold, the quote can't go out until a manager approves it — requested, approved, or rejected with a reason, all on the record. Editing a priced quote re-opens approval automatically.
ApprovalsAccept online (e-signature)
Send a tokenized link — no login for the customer. They review the branded quote and accept with a type-to-sign e-signature that captures their name, IP, and timestamp as an audit trail.
Online acceptanceOrders & fulfillment
An accepted quote becomes an order in one step — which marks the deal won, can spin up a delivery project, and raises a draft invoice. Track it through confirmed, in-fulfilment, and fulfilled.
Sales order managementVersioning & audit
Every revision of a sent quote is snapshotted — version number, totals, lines, who edited and why — so you have a read-only history of how a deal got to its final number.
Quote versioningWhat's actually in the box
Everything Proposals & Quoting gives you.
Live today, unless marked Soon — capabilities we're building, shown honestly rather than hidden.
Products & price books
Product catalog — SKU, price, cost basis & margin %, status, tags
Per-product tax rate (VAT) and billing cadence
Scoped price books — customer tier, territory & partner
Effective-dated pricing (from / to) with priority resolution
Quantity-tier pricing (volume breaks)
Per-SKU performance — units sold & booked revenue
Product CSV import Soon
Quotes & proposals
Build from a deal, contact, company, or scratch (auto QT-number)
Product or free-text line items, drag-to-reorder
Per-line discount, order-level discount & per-line tax
Live, cached totals math
8-status lifecycle — draft → sent → viewed → accepted/rejected/expired
Branded PDF (your logo & accent) + email send
Viewed tracking & automatic expiry
List, filter, search & paginate
AI product recommendations in the builder Soon
Approvals & versioning
Discount-threshold approval gate (configurable, default 20%)
Request → approve / reject, with reason & full audit
Editing a priced quote voids prior approval automatically
Revision snapshots — version #, totals, lines, edit reason & editor
Immutable once a quote reaches a terminal status
Accept online & e-signature
Tokenized, no-login public quote page
Type-to-sign e-signature — name + IP + user-agent audit
Public branded PDF download & view tracking
Draft / pending quotes are 404-protected
Internal accept on the customer's behalf
Orders & handoff
Accepted quote → order (snapshot) — auto-marks the deal Won
Fulfillment status — confirmed → in-fulfilment → fulfilled / cancelled
Order → delivery Project auto-spin
Order → draft Invoice (the seam to billing)
Campaign & partner revenue attribution
Recurring billing / subscriptions / MRR Soon
Online payment capture Soon
Automation, 360 & currency
Quote & order lifecycle events feed Workflows
Every transition logged to the Customer-360 timeline
Real-time, multi-tab live updates
Per-workspace currency (Intl-formatted)
Multi-currency FX conversion Soon
See it in the product
From the catalog to the order.
Build the quote
Pull products from the catalog or add free-text lines, set per-line and order discounts, and watch the totals — including tax — recompute live.
Quote builder — line items & discounts (preview)
Route the discount for approval
When the discount crosses your threshold, the quote holds for a manager's approval — requested, approved, or rejected with a reason, right on the record.
Discount approval gate (preview)
Let the customer accept online
Send a link — no login. The customer reviews the branded quote and signs with a type-to-sign e-signature, captured with an IP and timestamp audit trail.
Public accept page — type-to-sign e-signature (preview)
The order creates itself
Acceptance turns the quote into an order, marks the deal won, spins up a delivery project, and raises a draft invoice — no re-keying between sales and delivery.
Go deeper
Related features
FAQ
CPQ & quote-to-cash, answered
Close online
Send a quote your customer can accept in two clicks.
Start free. Bring your whole team. Cancel whenever (you won't).