Sales Automation Software — Quote, Approve, Sign
Sales automation software is a product that removes the manual steps between an inquiry and a signed deal — quote generation, a CPQ configurator, an approval chain, e-signature and automatic hand-off to fulfillment. We build it as your own tool on our backend, with no per-user monthly fee and no vendor lock-in, so your reps spend time talking to customers instead of copying prices between spreadsheets and systems.
What the product includes
Unlike a broad sales automation system that covers the full cycle, this product is narrow and focused: everything between "send me a quote" and "the contract is signed and handed to delivery".
- ✓One-click quote generation — the rep picks a customer, products and quantities; the software pulls live prices, discounts and stock from ERP and builds a branded PDF in under 30 seconds instead of 20 manual minutes.
- ✓CPQ configurator — rules for product combinations, bundles, volume tiers and EUR price lists that block invalid configurations before they reach the customer.
- ✓Approval chain — a discount above 15% needs manager sign-off, above 30% a director's. The request routes automatically with reminders and blocks sending until approved.
- ✓Electronic signature (e-sign) — the customer signs the quote or contract online, eIDAS-compliant; the "signed" status moves the deal forward with no scanning or email ping-pong.
- ✓Automatic hand-off to fulfillment — on signature it creates the warehouse order, project, invoice and account-manager task, with no re-entry by the rep.
- ✓Quote versions and tracking — every revision is kept; you see which version the customer opened, when and how often, and when to follow up.
- ✓Templates and clauses — a library of approved text, payment terms and legal clauses, so every quote is consistent and no wrong wording leaks out.
- ✓Two-way CRM and ERP sync — deal, contact, pricing and stock stay identical everywhere, with no double entry.
Who it is for
Distributors and importers with thousands of SKUs and per-customer price lists. The rep quotes 200 lines with the right customer prices and stock straight from ERP, instead of assembling a spreadsheet and risking a stale price that eats the margin.
Companies where every quote is a configuration — material, size, finishing, lead time. The CPQ configurator computes price and lead time by rules, routes non-standard requests through engineering approval, and fires a production order on signature.
Agencies, IT and engineering firms with multi-step quotes and retainers. Scope and clause templates, an approval chain for non-standard terms, e-sign and automatic project and invoice creation the moment the client signs.
How we build it
We do not resell a third-party platform. The product is custom custom software on our backend — data, pricing logic and integrations stay with you and never depend on a vendor's pricing policy.
1. Mapping the quoting process
We walk the real path of 10-20 typical deals — who requests a quote, where prices come from, who approves a discount, how it is signed and what happens after the "yes". We flag every manual and duplicated step. This audit usually surfaces 6-12 points where hours leak or wrong prices slip through, and sets which to automate first for fastest payback.
2. Pricing model and CPQ rules
We build the pricing core — customer price lists, volume discounts, bundles, validity and currency (EUR only). CPQ rules encode which configurations are allowed and at what price, so an impossible or loss-making quote cannot be sent. We also set the thresholds for the approval chain here.
3. Documents, e-sign and templates
We wire branded PDF templates to the clause library and integrate an eIDAS-compliant electronic signature. The customer gets a link, signs from phone or laptop, and the system flips the deal status automatically — no stamp, scanner or back-and-forth email.
4. Hand-off and integrations
We connect the product to your CRM system, ERP, warehouse and accounting via business process automation. On signature it spawns order, project, invoice and tasks — zero re-entry. For wider outbound and nurture scope we add a sales automation system.
5. Pilot, training and iteration
We launch with one team for 2-3 weeks, compare quote time and win rate before and after, train the reps and fine-tune the rules on real data before rolling out to the whole department.
Why Saitami
Prices are fixed in EUR — no per-user monthly fee and no cut of your deals. For adjacent solutions see sales automation system and CRM system.
Frequently Asked Questions
How is this different from a CRM or a sales automation system?
A CRM holds contacts and history; a broad sales automation system covers the whole cycle from lead to fulfillment. This product is a narrow tool for the critical stretch: quote, CPQ, approvals, e-signature and hand-off. It deploys standalone for faster payback, or as a module that bolts onto your existing CRM and ERP without replacing them.
How much does it cost and are there monthly fees?
From €4,500 for a quote configurator, pricing logic, one approval chain and a branded PDF. A full product with CPQ rules, eIDAS e-sign, multi-step approvals and automatic ERP hand-off starts from €8,500. There is no per-user subscription and no cut of your deals — you pay once for the build; recurring cost is only hosting and any e-sign provider fees.
Can you connect it to our ERP and accounting?
Yes. We integrate with ERP, warehouse software and accounting via API or direct database. Prices and stock come from ERP in real time, and on a signed quote the product spawns an order and invoice. If you have no ready API, we build the integration layer as part of the project.
Who owns the code and the data after delivery?
Entirely you. We hand over source code, documentation and database access. The solution runs on your or our hosting by choice and does not depend on a third-party SaaS that could raise prices or shut down — no vendor lock-in.
How long until it goes live?
A standard product is pilot-ready in 4-6 weeks: 1 week process audit, 2-3 weeks pricing logic and documents, 1-2 weeks integrations and a test with a real team. Complex CPQ rules or non-standard ERP integrations add 2-4 weeks.
Ready to stop losing deals to slow quotes?
Send us what a typical quote looks like today and who approves it. Within 48 hours we prepare a concrete plan for a sales automation product with scope, milestones and a fixed price in EUR.
Request a quoting-process review →Related services: CRM system · Business process automation · Custom software