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CEDXSystems
SALES & CRM CEDX Quotes · Sales & CRM · quotes.cedxsystems.com

The guardrails ride on the quote itself.

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 before anything is sent: tier, approver and SLA.

$22.4M open quote value 33.8% win rate 55.8% average margin Zero-ETL Shared Postgres Record
CEDX Quotes Enterprise Architecture Briefing
CEDX Quotes · $22.4M open quote value

"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production dat..."

David Okafor · VP of Enterprise Systems · Harbor Holdings · 0.01s Canonical Sync
CEDX Quotes reads and writes the exact same canonical Postgres record as CEDX CRM, CEDX Pipeline, and CEDX Contracts with zero third-party webhooks.
🔒 https://quotes.cedxsystems.com/workspace/live
CEDX Quotes · Pulse (The desk's numbers, leakage included)
quotes.cedxsystems.com · 01 Pulse · Live Canonical Dataset
● Pulse Active · 0.011s Sync Open /app/quotes ↗
OPEN QUOTE VALUE
$22.4M
188 open of 320
WIN RATE
33.8%
accepted over decided
AVERAGE MARGIN
55.8%
across all quotes in view
DISCOUNT LEAKAGE
$1.47M
net over the 12% guide
Account & Opportunity Commercial Structure Owner & Territory ARR / Contract Value Execution Signal Health Score
Meridian Logistics CorpCEDX Quotes · Record #1040 3-Yr Ramp + Usage Tier E. Vance · Enterprise NA $420,000 ● Active Review 94 / 100
Atlas Cold Chain GroupCEDX Quotes · Record #1041 Multi-Entity Master MSA M. Vance · Mid-Market $285,000 ● Legal Redline 88 / 100
Harbor Retail HoldingsCEDX Quotes · Record #1042 180-Store POS + CRM Expansion S. Chen · Strategic West $640,000 ● Commit Locked 97 / 100
Keystone Industrial LtdCEDX Quotes · Record #1043 Annual Renewal + CPQ Add-On D. Okafor · EMEA North $195,000 ● Auto-Approved 91 / 100
✦ CEDX Quotes Copilot · Meridian Logistics Corp
Pulse Verified
$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.
CEDX Quotes operator workspace in natural daylight
FIELD DOCUMENTARY · SALES & CRM

Guardrails while the rep is still editing

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.

CAMERA: CANON EOS R5 · 35MM F/1.4 · NATURAL DAYLIGHT ESTATE ROUTE: /APP/QUOTES
CORE CAPABILITIES · CEDX QUOTES

Three architectural jobs CEDX Quotes gets right on one record.

Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.

01 · SALES & CRM FOUNDATION

Guardrails while the rep is still editing

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.

✓ Net $168K on list $180K: 6.9% average discountVerified
✓ Guide bands by family, printed on the screenVerified
✓ Guardrail state per line: clean or routedVerified
02 · LIVE EXECUTION

An approval queue with a clock on it

41 quotes pending, $6.36M of net, tier-chipped 1 to 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.

An approval queue with a clock on it
CEDX Quotes Live Telemetry ● $22.4M open quote value
03 · DETERMINISTIC GOVERNANCE

Leakage measured, not vibes

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.

✓ Leakage $1.47M, on its own cardActive
✓ 77 e-sign envelopes past the 48-hour SLAActive
✓ Win rate 33.8%, accepted over decidedActive
04 · VERIFIED DEMO DATASET METRICS

What the live CEDX Quotes build looks like when you open /app/quotes.

Every figure below is directly inspectable in the running CEDX Quotes application workspace with zero synthetic projections.

OPEN QUOTE VALUE
$22.4M
188 open of 320
WIN RATE
33.8%
accepted over decided
AVERAGE MARGIN
55.8%
across all quotes in view
DISCOUNT LEAKAGE
$1.47M
net over the 12% guide
4-SCREEN RUNNING BUILD TOUR

Four screens captured from quotes.cedxsystems.com, in the order operators run them.

Click any screen below to inspect how CEDX Quotes moves from initial intake to verified cross-estate completion.

01 PULSE
The desk's numbers, leakage included
$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
One quote, anatomy lesson
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
Every line in the book, sortable by pain
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
The queue, with wait time on every row
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.
01 PULSE · QUOTES.CEDXSYSTEMS.COM

The desk's numbers, leakage included

● Live Screen Capture

$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.

✓ Sent 45 · in review 28 · viewed 30 · draft 37 · approved 26Verified in /app/quotes
✓ Aging open quotes past 21 days, named and pricedVerified in /app/quotes
✓ Quote volume: created versus accepted, weeklyVerified in /app/quotes
The desk's numbers, leakage included
OPERATING CADENCE · SALES & CRM

How CEDX Quotes runs across the week, in the exact order work happens.

Every opportunity, pricebook ramp, signed order form, and commission ledger entry shares one primary key in Postgres.

STAGE 01

Capture & Ingest

Records land in CEDX Quotes already linked to the canonical customer, employee, or vendor ID.

STAGE 02

Score & Triage

Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.

STAGE 03

Execute & Approve

Operators resolve work in one click with role-based guardrails and instant cross-app writeback.

STAGE 04

Reconcile & Report

Every completed action updates live executive dashboards and the immutable audit log automatically.

OPERATOR WORKSPACES · WHO RUNS CEDX QUOTES

Three roles open CEDX Quotes every day. Each sees the exact surface they own.

Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.

Account executive using CEDX Quotes

Account executive

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 3
Deal desk using CEDX Quotes

Deal desk

Works 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
Finance approver using CEDX Quotes

Finance approver

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 · 11
ONE CANONICAL RECORD ACROSS 132 APPLICATIONS

Quote-to-Cash Without the Middleware Tax

CEDX Quotes 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.

ARCHITECTURAL PROOF · OPERATOR PERSPECTIVES

Why enterprise operators replace stitched SaaS stacks with CEDX Quotes.

"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production data with zero synthetic clutter."

David Okafor
David Okafor
VP of Enterprise Systems · Harbor Holdings

"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review and provisioning time by 82%."

Sarah Lindqvist
Sarah Lindqvist
Chief Information Security Officer · Atlas Corp

"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."

Arjun Patel
Arjun Patel
SVP of Global Operations · Keystone Logistics
LIVE TCO & CONSOLIDATION MODEL · SALES & CRM

Stop paying five vendors to re-sync the same sales & crm record.

Drag the seat slider to compare your current stitched stack (Salesforce Sales Cloud + CPQ + Clari + Outreach + Xactly) against running CEDX Quotes natively on the unified CEDX estate.

Organization Seats 250 seats
25 seats 500 seats 1,250 seats 2,500 seats
Legacy Stitched Stack
Salesforce Sales Cloud + CPQ + Clari + Outreach + Xactly
$1,380,000 / yr
CEDX Quotes + Full Estate Bundle
All 132 applications · Canonical Postgres · Unlimited Copilot
$267,000 / yr
Verified Annual Hard Savings
Plus 0 middleware sync failures
$1,113,000 / yr
TECHNICAL & PROCUREMENT FAQ · CEDX QUOTES

Questions operators and architecture teams ask before piloting CEDX Quotes.

01 Is the software on this page real? +
Yes. Every screenshot is a capture of the running build at /app/quotes , on demo data. The demo workspace is named in the chrome.
02 What exactly triggers an approval? +
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.
03 Where do the guide bands come from? +
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.
04 Does a quote know when the buyer looked at it? +
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.
05 Is Quotes audited or certified? +
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 SANDBOX · ZERO MIDDLEWARE · NO CARD REQUIRED

CEDX Quotes is running right now. Open it and inspect the record.

Explore the live CEDX Quotes workspace on canonical demo data at /app/quotes, or book a 30-minute architecture session to map your first entity rollout.

Open live CEDX Quotes (/app/quotes) -> Book an estate architecture map