Sales quoting software
Quotes & ordersApex · Quote to cash on your ERP
Apex quotes from your price lists with the margin in view, answers a buyer's RFQ line by line, turns customer purchase orders into sales orders and bills from what shipped, all on the records already in SAP, NetSuite, Dynamics or Rillet. Agents draft and check. People approve.
An AI quoting agent that drafts inside your discount ceiling, and sales order automation that reads each customer PO in the customer's own units.
What it does
From the first quote to a posted invoice.
Six things Apex does across quoting, ordering and billing. Each has its own page on the Apex site.
- 01
CPQ on your price lists
Default list, customer list, ZIP price and rebate resolved on every line, with unit cost and margin against your floor.
On Apex → - 02
Quotes drafted for a rep
A deal brief becomes a draft quote from your catalog, priced by the same calculator a rep uses.
On Apex → - 03
RFQs with margin in view
The buyer's line list priced with purchase price trend, recent orders and this customer's prices beside every line.
On Apex → - 04
Customer POs into sales orders
Read in the customer's own units, priced from their list, with stock allocated on confirmation. Drop-ship included.
On Apex → - 05
Invoices posted to the ERP first
Calculated from the contract, checked against the customer PO, posted as an A/R invoice and read back.
On Apex → - 06
Revenue schedules your accountant signs off
Built from your own policy, explained line by line, and locked when the close is signed off.
On Apex →
Its agents
Agents draft and check. People approve.
Six agents across the deal and the bill. Rating, billing, revenue schedules and journals are deterministic jobs; the agents propose.
- Quote assistantDrafts a quote from your catalog and price lists, within your discount ceiling.
- Contract intakeReads a signed contract and drafts the contract, its phases and lines.
- RenewalCarries the current lines forward with your uplift and drafts the notice.
- Billing reviewChecks each draft invoice against its contract, usage and PO.
- Revenue closePrepares the period's revenue journal for your accountant to approve.
- Invoice follow-upA light email reminder on an unpaid invoice, where no other agent holds the account.
Where it stops
A rep reviews and sends every quote. An invoice or a journal posts to the ERP only after a person approves it, and revenue recognition stays your accountant's policy and sign-off.
Every agent stops at an approval gate until it has earned its way out of one. Nothing releases cash, commits spend or touches a customer without a person saying so.
In plain terms
What is sales quoting software with AI agents?
Sales quoting software with AI agents drafts the quote for the rep: it reads the deal, prices every line from your own price lists and rules, shows the margin against your floor and stops inside your discount ceiling, so the rep edits and sends rather than starts from a blank sheet. Apex does this on your ERP's records, and carries the deal on to the sales order and the invoice.
Frequently asked questions
What is sales order automation?
Does the quoting agent send quotes to customers?
Which ERPs does Apex work with?
Does Apex make revenue recognition compliant?
The platform
Connect your systems. Build the Brain. Run agents on top.
The Ferrata Labs Ontology connects your ERP and every system around it into one model of your business, its records and how they relate: your company's Brain. Our products and their agents run on it from the first day.
It is the idea Palantir calls an ontology: a company's objects and the links between them, for applications and agents to act on.
- 01Connect and start
- Connect your ERP and other systems to the platform and start with a product. The least friction, with nothing to install.
- 02Behind your firewall
- For enterprises, Anchor sets up the Brain inside your own cloud, your data center or an air-gapped network. Your data never leaves it.
Start with a product, then extend it: each process of your own becomes a new agent on the same Brain, built with your team until your team builds the next one.
The full product · apex.ferratalabs.ai
See Apex, end to end.
This page is the short version. The Apex site has the quote, price, order, make, bill and recognize pages, the live views and how a company gets started.
Go to Apex →Your agents are built around your organization.
The way you price, route, approve and escalate is years of accumulated judgment, and it's a real advantage. It belongs to you and it stays with you, we're not asking you to hand over your playbook or fit yourself into someone else's template. We start from how your business already works, encode that logic into agents built for your environment, and leave you with an operation that runs faster with exactly the things that make you good at it still intact.
Bring us one workflow.
Thirty minutes, no deck. Pick the process that costs you most in people, errors or delay, and we'll pressure-test whether an agent is genuinely the right answer for it.
- An honest read on whether that workflow is a good agent candidate
- What the first deployment would involve, and roughly what it costs
- An honest answer if the sequencing is wrong and you should fix something else first