Right inside Salesforce.
If your pipeline already lives in Salesforce, Pricora lives there too. Open it from any opportunity, build the quote, hit save, and it is already on the opportunity as standard Salesforce records.
Real screen from the product, shown with demo data.
What lands in Salesforce
Opportunity
Amount and products updated from the quote. New customers and opportunities can be created on the spot.
Quote and line items
Market, price tier, quantities and agreed prices, in the right currency.
Quote PDF
Filed on the quote and the opportunity, where the whole team can find it.
Forecasts and reports
Nothing new to build. Existing dashboards pick the deal up as they would any other.
Quoting in Salesforce, without the project
Bring your price list as it is
Hand over the list you already use, as an ERP export or an Excel file, and we load it. Nobody has to rebuild it in Salesforce price books.
Nothing to configure per deal
Markets, customer tiers and approval levels are built in, so reps pick and go.
Standard records only
Quotes, line items and opportunities are plain Salesforce objects, so your reports and forecasts keep working.