Native. Lean. Visual.

A smarter way to quote in Salesforce

Red Orange Technologies and appero have partnered to help Salesforce customers in the Nordics and India create accurate, professional proposals directly in Salesforce — without the complexity of traditional CPQ.

Already using Salesforce Sales Cloud?
You may be closer to better quoting than you think.

STILL BUILDING QUOTES IN WORD OR EXCEL?

Your sales process is in Salesforce. Why is your quoting process somewhere else?

Keep the entire quoting process where your sales process already lives: Salesforce.

The objective is a better product, a better process or a better business.

MEET APPERO QUOTE

CPQ Light, built natively for Salesforce

appero quote focuses on what most Salesforce teams actually need: pricing and professional quote generation inside Sales Cloud — without a full CPQ overhaul. It combines product selection, pricing, discounts, and document generation natively in Salesforce, avoiding the need for a separate CPQ platform.

Native

Built on Salesforce standards, keeping the core quoting process and quotation data inside the Salesforce environment.

Lean

Focused on pricing, quote generation and practical product configuration without unnecessary enterprise complexity.

Visual

Create and edit customer-facing proposals directly in the visual Lightning Editor.

HOW IT WORKS

From opportunity to professional quote

Move directly from a Salesforce Opportunity into the quoting process. Relevant recipients and quote templates can already be available from the opportunity.

Search products, select the right items and work with product information directly inside the quote.

Automate pricing logic including discounts, tiered pricing, surcharges, deductions and price dependencies.

Edit content while keeping the actual customer document in view. Use Salesforce data in the document and maintain control over layout and presentation.

Create a professional customer-facing proposal without rebuilding the document outside Salesforce.

Opportunity in Salesforce Product search Pricing logic Visual editor Send quote
BUSINESS BENEFITS

Less administration. More selling. A better quoting process is not only about creating a PDF faster. It is about removing friction from the commercial process.

Faster quote creation

Reduce repetitive manual work between opportunity and customer proposal.

More consistent pricing

Apply defined pricing and discount logic instead of relying on individual spreadsheets.

Professional proposals

Create visually consistent, company-branded customer documents directly from Salesforce.

Better sales data

Keep quotation information connected to the CRM and improve visibility into the pipeline.

Easier administration

Maintain products and pricing through Salesforce-oriented configuration.

Faster time-to-value

Start with the quoting capabilities you actually need, not a large transformation programme.

CPQ LIGHT POSITIONING

Do you really need enterprise CPQ?

CPQ Comparison Illustration

Not every organisation needs the same approach. Here's how the two paths compare.

The right CPQ solution is not the one with the most functionality. It is the one that fits the way you sell.

Find out if CPQ Light fits your business
ENTERPRISE CPQ
CPQ LIGHT — APPERO QUOTE
Scope

Full quote-to-cash: configuration, billing, subscriptions, revenue recognition

Pricing + professional quote generation, native to Salesforce

Best for

Complex, global monetisation and billing requirements

Salesforce-first teams that need better pricing and quotes, fast

Complexity

High

Focused and manageable

Time-to-value

Several months

Live in weeks

Cost

Premium licensing + implementation

Lower list price, lean setup

FIT CHECK

Is appero quote right for your business?

appero quote profile
Salesforce Sales Cloud
B2B, growing sales team
Structured pricing
Faster time-to-value
Professional Services IT & Consulting SaaS Technology Media

For highly complex physical product configuration or specialised regulatory requirements, we recommend a technical fit assessment before deciding on the solution.

When you believe your user expertise is insufficient.

01

When you are unsure if you will be able to maximise the system.

02

When you feel that you are unable to complete Salesforce projects on time.

03

When you're not able to get a 360° view of your customers and opportunities.

04

When you're not able to keep your customers happy.

05

When you lack the reports needed to reach business goals and evaluate performance.

06

If you have no idea how to calculate the total return on investment.

07

When your sales are declining and conversion is affecting your overall revenue.

08
RED ORANGE TECHNOLOGIES × APPERO

Product expertise meets Salesforce implementation expertise

Our partnership brings together two complementary capabilities.

appero

The product expertise behind appero quote and its Salesforce-native CPQ Light technology.

Red Orange Technologies

Salesforce consulting and implementation expertise to translate commercial requirements into an effective Salesforce solution.

Together

We help Salesforce customers across the Nordics and India assess, implement and develop a quoting process that works for their organisation.

ROT expertise
CUSTOMER SOLUTION
appero technology
CPQ Fit Assessment
Start with the process.
Not the software.

Not sure whether appero quote, enterprise CPQ or another approach is right for your organisation? We can start by reviewing the way your business sells today.

A CPQ Fit Assessment can cover:
Current quotation workflow
Products and services
Pricing and discount logic
Document requirements
Salesforce setup
Integration requirements
Quote volumes
Administration requirements
Future scalability

Determine the right level
of CPQ for your business.

No obligation. Start with a conversation about your
current Salesforce and quoting process.

Ready to make quoting simpler?

If Salesforce is already at the heart of your sales process, your quoting process should not have to live somewhere else.

Discover how Red Orange Technologies and appero can help you create faster, more consistent and more professional quotes directly in Salesforce.