Capture & Ingest
Records land in CEDX Quotes already linked to the canonical customer, employee, or vendor ID.
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.
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production dat..."
| 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 |
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.
Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.
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 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.
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.
Every figure below is directly inspectable in the running CEDX Quotes application workspace with zero synthetic projections.
Click any screen below to inspect how CEDX Quotes moves from initial intake to verified cross-estate completion.
$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.
Every opportunity, pricebook ramp, signed order form, and commission ledger entry shares one primary key in Postgres.
Records land in CEDX Quotes 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.
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.
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.
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.
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.
The account and price book the quote is built from, and the deal its status lands back on.
An approved quote is what moves a deal through Commercial on the board.
The accepted quote's terms are what legal paper has to match: order form value, term and renewal motion.
The 77 e-sign envelopes past SLA on the Pulse are envelopes in Sign, with the same clock.
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production data with zero synthetic clutter."
"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."
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.
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.
Instant browser access to CEDX Quotes pre-loaded with canonical demo records and connected across the 132-application CEDX estate.