HubSpot (CRM)
New and updated leads and deals, deal line items, the associated company and contact, deal owner.
Revenue
Quote in minutes, with prices and stock that are actually correct
The reason quotes take days is rarely the quote. It is the three messages to finance about the current price list, the call to the warehouse about stock, and the hunt for what this customer was promised last year. All of that already exists, in the ERP. Coheed puts it next to the lead in the CRM the moment the deal appears, and drafts the quote from it.
- Systems combined
- HubSpot (CRM)Exact (ERP)
- Runs
- On every CRM lead event
Sound familiar?
Teams bring us this use case when one or more of these is true.
- Sales asks finance or the back office for a current price before every quote.
- Quotes go out on an old price list, and the margin problem is discovered at invoicing.
- You confirm a delivery date without knowing whether the stock is there.
- Customer-specific agreements live in someone's memory or in a PDF nobody can find.
How it works
This one is event-driven: it runs the moment a lead or deal changes, not on a schedule.
- 1
The CRM event triggers the run
A new lead, a new deal, or a change to the line items on an existing deal starts the flow immediately, so the sales rep is never waiting for a nightly sync.
- 2
Live ERP context is pulled per line
For every product on the deal, Coheed fetches the current price from the active ERP price list, the applicable customer discount, and the current stock position.
- 3
Customer agreements are applied
Contract prices, volume tiers, and payment terms recorded on the ERP account override the list price, so the quote reflects what this customer was actually promised.
- 4
A quote draft is generated
The Lead-to-Quote Agent assembles a ready-to-send draft with correct pricing, a stock-backed delivery indication, and follow-up reminders scheduled. Sending stays a human decision.
Which data it uses
Only the fields this use case needs are read. Nothing is copied that the insight does not use.
Exact (ERP)
Active price lists, customer-specific pricing and discounts, stock positions, payment terms, contract agreements.
Coheed
The article and unit-of-measure mapping between CRM line items and ERP products, plus the quote draft and its audit trail.
What changes
What a team notices once this runs. No invented percentages: the effect depends on your data and your process.
- Quote turnaround drops from days of internal chasing to the same conversation.
- Margin errors caused by an outdated price list stop reaching the customer.
- Delivery indications are backed by actual stock rather than optimism.
- Every quote carries a record of which price list and agreement it was built on.
From insight to action
Lead-to-Quote Agent
Running in the platform
Watches the CRM for new leads and deal updates, pulls live pricing, stock, and customer agreements from the ERP, generates a ready-to-send quote draft, and schedules follow-up reminders. The draft is automatic; sending it is a human approval step.
Mode: Hybrid: drafts automatically, human approves the send
Every insight can stay read-only, run with human approval, or run autonomously. You decide per action type, and you can change it later.
FAQ
Frequently asked questions
Does this replace our CPQ tool?
No. If you already run CPQ, Coheed feeds it correct ERP pricing, stock, and agreement data instead of replacing it. Teams without CPQ use the generated draft directly.
What happens when a product has no ERP match?
The line is flagged rather than guessed. Article and unit-of-measure mapping is part of the integration configuration, and unmapped lines surface as a data quality issue instead of as a wrong price.
Is the quote sent automatically?
Not by default. The agent runs in hybrid mode: the draft is automatic, the send is a human approval. You can widen that once you trust the output.
How fresh is the stock number?
It is fetched at the moment the quote is drafted, not from a nightly copy. A separate freshness check monitors whether the ERP and SCM stock snapshots are themselves up to date.
Built on these maturity levels
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True Cost-to-Serve per Customer
Combine ERP margin, CRM service workload, and SCM exception handling to find high-revenue customers who are quietly unprofitable.
See this on your own data
Tell us your ERP, CRM, and SCM stack and we will show what this use case looks like on your systems.