Capture & Ingest
Records land in CEDX Proposals already linked to the canonical customer, employee, or vendor ID.
A proposal here is a room, not an attachment. You see who entered, their role, what they opened and how long they dwelled. The mutual action plan tells both sides what happens next.
"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review..."
| Account & Opportunity | Commercial Structure | Owner & Territory | ARR / Contract Value | Execution Signal | Health Score |
|---|---|---|---|---|---|
| Meridian Logistics CorpCEDX Proposals · Record #1040 | 3-Yr Ramp + Usage Tier | E. Vance · Enterprise NA | $420,000 | ● Active Review | 94 / 100 |
| Atlas Cold Chain GroupCEDX Proposals · Record #1041 | Multi-Entity Master MSA | M. Vance · Mid-Market | $285,000 | ● Legal Redline | 88 / 100 |
| Harbor Retail HoldingsCEDX Proposals · Record #1042 | 180-Store POS + CRM Expansion | S. Chen · Strategic West | $640,000 | ● Commit Locked | 97 / 100 |
| Keystone Industrial LtdCEDX Proposals · Record #1043 | Annual Renewal + CPQ Add-On | D. Okafor · EMEA North | $195,000 | ● Auto-Approved | 91 / 100 |
In the demo room, the CFO replayed the ROI model at 10:47pm and procurement opened the case study. That is not analytics trivia; it is who to call, about what, tomorrow morning.
Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.
The deal room's activity feed names the role behind every event: procurement opened the case study, the IT director downloaded the PDF, the CFO replayed the ROI model, the VP of operations opened pricing, and someone shared the room with a colleague. Multi-threading stops being a guess.
Seven steps with owners and due dates: security questionnaire, ROI review, reference call, legal redlines, pricing tier, sponsor sign-off, e-sign packet. Buyer-owned steps are labelled Buyer; the one overdue step feeds the stall score automatically.
Twelve packs with uses, wins, win rate and average value: a pilot pack at 40.9% across 43 uses, a partner co-sell pack at 71.4% across 11, a strategic suite at 21.7% across 48. Which template ships is an evidence decision, not a habit.
Every figure below is directly inspectable in the running CEDX Proposals application workspace with zero synthetic projections.
Click any screen below to inspect how CEDX Proposals moves from initial intake to verified cross-estate completion.
$27.1M open across 167 open proposals. The alerts are specific: 117 documents past the 21-day decision SLA worth $19.8M, 19 never opened at all worth $2.29M, and two terms blocks converting at 27.4% and 11.1% where the library average holds.
Every opportunity, pricebook ramp, signed order form, and commission ledger entry shares one primary key in Postgres.
Records land in CEDX Proposals already linked to the canonical customer, employee, or vendor ID.
Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.
Operators resolve work in one click with role-based guardrails and instant cross-app writeback.
Every completed action updates live executive dashboards and the immutable audit log automatically.
Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.
Reads the activity feed before every touch. The CFO replaying the ROI model at night is tomorrow's first call, and the room already wrote the agenda.
Owns the library: 2,310 sections, 12 templates, and the dwell numbers that say which blocks earn their place in the pack.
Watches days-to-decision against the 21-day SLA. The $19.8M of stale open value is a coaching list, not a surprise at quarter end.
CEDX Proposals is not an isolated point tool. It reads and writes the exact same customer, ledger, and identity records as the rest of the CEDX software estate.
The pricing block in the room is the quote's numbers (bands, floors and net), not a retyped table.
The plan's final step, order form plus e-sign packet, is an envelope with its own stall score and audit trail.
Room engagement is deal activity: a CFO replaying the ROI model is why the deal is not idle.
The room chat and the thread record are two views of the same buyer dialogue.
"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review and provisioning time by 82%."
"We started with one application to fix our most painful bottleneck, and added five more modules on the same login without a single migration project."
"Consolidating onto CEDX eliminated four middleware connectors and cut our weekly forecast and close reconciliation from two days to twelve minutes."
Drag the seat slider to compare your current stitched stack (Salesforce Sales Cloud + CPQ + Clari + Outreach + Xactly) against running CEDX Proposals natively on the unified CEDX estate.
Explore the live CEDX Proposals workspace on canonical demo data at /app/proposals, or book a 30-minute architecture session to map your first entity rollout.
Instant browser access to CEDX Proposals pre-loaded with canonical demo records and connected across the 132-application CEDX estate.