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.
Your sales process is in Salesforce. Why is your quoting process somewhere else?
Many organisations run their sales process in Salesforce but leave the CRM when it is time to create the actual customer proposal.
Pricing is calculated in spreadsheets. Quotes are assembled in Word. Discounts are checked manually. Documents are copied, edited and sent between colleagues.
Every additional manual step creates friction between opportunity and quote.
Keep the entire quoting process where your sales process already lives: Salesforce.
Eliminate the friction. Automate the flow. Close deals faster.
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.
From opportunity to professional quote
Start from the opportunity
Move directly from a Salesforce Opportunity into the quoting process. Relevant recipients and quote templates can already be available from the opportunity.
Select the right products
Search products, select the right items and work with product information directly inside the quote.
Apply the right pricing
Automate pricing logic including discounts, tiered pricing, surcharges, deductions and price dependencies.
Build the proposal visually
Edit content while keeping the actual customer document in view. Use Salesforce data in the document and maintain control over layout and presentation.
Generate and send
Create a professional customer-facing proposal without rebuilding the document outside Salesforce.
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.
Do you really need enterprise CPQ?
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.
Full quote-to-cash: configuration, billing, subscriptions, revenue recognition
Pricing + professional quote generation, native to Salesforce
Complex, global monetisation and billing requirements
Salesforce-first teams that need better pricing and quotes, fast
High
Focused and manageable
Several months
Live in weeks
Premium licensing + implementation
Lower list price, lean setup
Is appero quote right for your business?
appero quote profile
For highly complex physical product configuration or specialised regulatory requirements, we recommend a technical fit assessment before deciding on the solution.
Uses or is implementing Salesforce Sales Cloud
Still relies on Word/Excel for quoting
Needs more control over pricing and discounts
Creates content-heavy, highly designed proposals
Handles significant quotation volumes
Needs structured quoting data in Salesforce
Wants brand-consistent customer documents
Values leaner implementation and simpler administration
Product expertise meets Salesforce implementation expertise
Our partnership brings together two complementary capabilities.
Understand → Design → Configure → Implement → Launch → Improve
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.
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.
CPQ Decision 2026
Revenue Cloud, Third-Party CPQ or Native CPQ Light? Choosing a CPQ platform is ultimately a question of fit. Download appero's practical decision guide comparing the three approaches across: