CEDX Quotes · Sales & CRM
Every line prices against a guide band and a margin floor while the rep is still editing. When a line breaks the floor, the approval route is computed from that line — tier, approver and SLA — before anything is sent.
On the demo quote, the services line at 38.9% margin is what routes the whole document to tier 3. The worst line sets the route. That is the entire philosophy.
Runs on demo data. Northline CPQ in the chrome is the software's demo workspace, not a customer.
What it is
The builder shows list, discount, net and margin per line, with the guide band for each family on the side: Platform 12%, Modules 12%, Services 10%, Support 8%. A clean line says “clean”; a 38.9% margin line says “margin < 45%” and names its tier-3 route.
41 quotes pending, $6.36M of net, tier-chipped 1–3, with wait hours on every row — 74 hours at the top. The tier is not assigned by feel: tier 3 means margin under 45% or discount over 18%, and the card says so.
The Pulse prices the drift: average discount 11.3% against a 12% guide, $1.47M over guide in net terms. One alert isolates a single family — Modules cells averaging 1.8 points over guide, $231K — so the fix is a price-book edit, not a memo.
Product tour
Not a mockup and not a concept deck. This is what opens at /app/quotes.
01 — Pulse
$22.4M open across 188 open quotes, a 33.8% win rate, average margin 55.8%. The aging table lists what is stale: the oldest open quote in view is 124 days old and worth $161K.
02 — Builder
Q-2417 for an account on the NA Standard book: platform at 8% discount and 68.3% margin, a module at 10% and 67.6%, services at 0% and 38.9% — clean, clean, and routed. The approval path on the right is computed from that third line: tier 3, finance, estimated 48 hours.
03 — Lines
1,007 line rows with SKU, product, family, quote number, quantity, net, discount and margin. Sort by discount and the red cells collect at the top — 23.2% against a 12% guide, margin 25.3% against a 45% floor.
04 — Approvals
Tier chips filter 41 pending quotes; the columns are tier, discount, margin, net, status, rep and wait. The top of the queue has waited 74 hours against a 48-hour SLA — visible to the desk, not buried in someone's inbox.
Who runs it
Roles, not references. We have no named customers yet, so nobody in these photographs is quoted, credited or claimed as one.
Builds in the builder with the bands visible. Discount past 8% is no longer a surprise at signature time — the route is on the quote from the first edit.
route · tier 3Works the approval queue by wait hours and owns the price book: the Modules leakage alert ends with someone editing a band, and that someone is them.
queue · 41
Sees tier 3 only: margin under 45% or discount over 18%, with the line that caused it named. Approval is an exception, not a ritual.
tier 3 · 11The shape of it
Every figure below is legible in the captures above. Nothing here is a projection of your estate — it is the state of the demo data.
How it runs
The account's price book sets list; the family bands set the guide. The rep sees margin move with every edit, before the document exists.
One line under the floor sends the whole quote to finance. The route, tier and estimated SLA appear on the builder, not in a policy PDF.
In the queue, wait hours accumulate in public. A quote past 48 hours is red on every approver's screen, which is most of what an SLA is for.
Accepted, the quote's discount joins the book's arithmetic: 11.3% against a 12% guide, $1.47M over — the number the next price-book review starts from.
One record
Quotes is not a document tool with a database attached. It prices the same account and deal the rest of the estate is working.
The account and price book the quote is built from, and the deal its status lands back on.
CEDX PipelineAn approved quote is what moves a deal through Commercial on the board.
CEDX ContractsThe accepted quote's terms are what legal paper has to match — order form value, term and renewal motion.
CEDX SignThe 77 e-sign envelopes past SLA on the Pulse are envelopes in Sign, with the same clock.
Limits
Finding this out on the third call is worse for you than reading it here, and worse for us.
Start
Open it right now
Your book, your bands
Quotes with the rest of it
Questions
Yes. Every screenshot is a capture of the running build at /app/quotes, on demo data. The demo workspace is named in the chrome.
The rules are on the builder screen: discount over 8% goes past a manager, over 18% or over guide to the deal desk, and margin under 40% or discount over 18% to finance. The route is computed from the worst line, and the quote says which line that was.
From the price book, per product family — Platform and Modules at 12%, Services at 10%, Support at 8% in the demo book. Your deal desk sets yours; the leakage alert is what tells them a band needs editing.
Status does: the Pulse breaks 166 open quotes into draft, sent, viewed, in review and approved. The 77 envelopes past the 48-hour e-sign SLA are a separate, priced alert.
No certification has been issued. What we can evidence about hosting, encryption, tenant isolation and production access is written up on the security page.
Live build, demo data, no card. Then ask your deal desk what last quarter's leakage number was.