Turn every accepted quote into a sales order that matches it.
Quote to order automation is the first half of quote to cash: the work between a quote being sent and a sales order being created, following the quote up, reading the purchase order that answers it, checking the PO against the quote, and preparing the sales order in the ERP. Elentaria reads sent quotes in the CRM or ERP, the customer's replies and the PO, compares prices, quantities, part numbers, validity and terms, prepares the sales order from the accepted quote, and hands any difference to the person who decides.
Reads
Elentaria reads the quotes sent from the CRM or ERP, the customer replies that follow them, and the purchase order that answers a quote, whether it arrives as an email, a PDF or a portal order.
Checks
Each PO is compared line by line with the quote it answers, prices, quantities, part numbers, validity date and terms, and every open quote is checked for whether it is due a follow-up, close to expiry or gone quiet.
Writes
The sales order prepared in the ERP from the accepted quote with the PO attached, follow-ups on open quotes on the schedule the company sets, and the quote status in the CRM.
To a person
POs that differ from the quote, requests for revised pricing and quotes outside the approval rules go to the named salesperson or approver with the quote and the PO side by side.
From quote sent to sales order created.
Elentaria connects the sent quote, the follow-up, the customer's answer, the purchase order and the sales order so the quote is tracked from one record and the order is created from what was actually quoted.
Start tracking the moment the quote goes out.
Elentaria picks up each quote as it is sent from the CRM or ERP and opens a case for it: what was quoted, to whom, at what price and terms, and until when it is valid.
Quote number, customer and contact, line items, part numbers, quantities, unit prices, totals, delivery lead time, payment terms, validity date and the salesperson responsible.
Follow-up dates from the company's rule for this customer or quote value, the expiry date and the escalation path if the quote goes quiet.
Previous quotes to the same customer, the RFQ the quote answered and the CRM opportunity it belongs to, so every later step has the context.
- Quote sent
- Case opened
- Follow-up dates set
- History linked
- Tracking started
Follow every open quote on the company's schedule.
If the customer has not answered by the follow-up date, Elentaria sends the follow-up from the case, captures the reply, and keeps the quote status in the CRM current, until the quote is accepted, revised or closed.
Reminders on the schedule the company sets, with the quote attached, in the customer's language, sent from the salesperson's mailbox or the shared inbox as agreed.
Questions answered from the quote and the product records, requests for a revised price or a different quantity routed to the salesperson, and a decline recorded with the reason given.
Quotes close to their validity date flagged for a decision on extending or re-pricing, and quotes that have gone quiet escalated or closed by rule.
- Follow-up due
- Reminder sent
- Reply captured
- CRM status updated
- Escalated or closed if needed
Recognise the acceptance, whatever form it takes.
A customer accepts a quote in an email, a signed quote, a portal order or a purchase order. Elentaria identifies the acceptance, matches it to the quote it answers and records the win against the case.
A purchase order by email, PDF or portal, a signed copy of the quote, a written confirmation in the email thread, or an order placed against the quote number.
Quote number, customer references, part numbers and contact matched to the open quote, with a clarifying question when the acceptance does not say which quote it answers.
Quote marked as won in the CRM, the opportunity updated, and the acceptance document attached to the case for the PO check that follows.
- Acceptance received
- Quote identified
- Acceptance attached
- CRM updated
- PO check started
Check the purchase order against the quote, line by line.
Before a sales order is prepared, Elentaria compares the customer's purchase order with the quote it answers and lists every difference, so an order is never created on terms the company did not quote.
Unit prices, quantities, part numbers, totals, delivery dates, delivery address, payment terms and the validity date of the quote against what the PO states.
A lower price, a larger or smaller quantity, an item not on the quote, terms that differ from the quote and a PO received after the quote expired, each shown with the quote line, the PO line and the value of the difference.
Accept the PO as sent, ask the customer to correct it, or issue a revised quote, decided by the salesperson or approver and recorded against the case.
- PO read
- Lines compared
- Differences listed
- Salesperson asked if needed
- PO accepted
Prepare the sales order from the accepted quote.
Once the PO matches the quote, or the difference has been decided, Elentaria prepares the sales order in the ERP from the quoted lines, attaches the quote and the PO, and hands the order to order processing.
Sales order in the ERP with the quoted items, prices, quantities, terms and delivery dates, the customer's PO number as reference, and the quote and PO attached.
Quote closed as won in the CRM, opportunity value updated, and the link between the quote, the PO and the sales order recorded.
Order acknowledgement to the customer with the confirmed items and dates, and the sales order passed to order processing and delivery from the same record.
- Sales order prepared
- Written to the ERP
- Quote and PO attached
- Acknowledgement sent
- Order processing started
Automate the chasing and checking. Keep the pricing decisions.
Elentaria does the following up, matching and preparing; rules, approvals and exceptions decide how work moves, so a PO at a different price, a request for a discount or a quote outside the rules waits for the salesperson or approver.
Revised prices, extended validity, discounts and terms outside the standard wait for the person you have named before a revised quote or a sales order goes out.
POs that differ from the quote, acceptances that cannot be matched to a quote and items not on the quote are held and routed, never turned into an order on a guess.
Every quote shows when it was sent, when it was followed up, what the customer said, whether the PO matched and which sales order it became.
Common questions
What is quote to cash automation?
It is the work from a quote being sent to the resulting order being invoiced and paid. The part this page covers sits between the quote and the sales order: following the quote up, recognising the acceptance, checking the customer's purchase order against the quote line by line, and preparing the sales order in the ERP from what was quoted. Invoicing and payment follow-up then run from that order. Elentaria runs this from the CRM and ERP a company already uses, with its own follow-up schedule and approval rules applied.
Which formats can a quote acceptance or purchase order arrive in?
A purchase order by email, as a PDF or scanned attachment, or placed on a customer portal, a signed copy of the quote, or a written confirmation in the email thread. Each is matched to the quote it answers by quote number, customer references and part numbers, and anything that cannot be matched with confidence goes to the salesperson.
Does Elentaria replace our ERP?
No. The ERP stays the system of record. Elentaria reads sent quotes from the CRM or ERP, prepares the sales order in the ERP with the quote and PO attached, and keeps the quote status in the CRM current, so nothing about your stack changes.
Which tools do teams compare for this work?
Teams looking at quoting and quote to cash most often compare configure-price-quote tools and order entry tools. See https://elentaria.ai/compare/best-quote-to-cash-tools-manufacturers-2026, https://elentaria.ai/compare/elentaria-vs-conexiom and https://elentaria.ai/compare/elentaria-vs-workist for where each is the better choice.
How do we get started?
Bring five open quotes and the last PO that came back different from its quote to the demo. Elentaria is set up on your follow-up schedule, your quote and PO formats and your approval rules for that flow, scoped on the demo, and extended from there.
See how Elentaria would run your quotes to order.
Bring five open quotes and the last PO that came back different from its quote to the demo. You will see the quotes followed up, the PO compared with its quote line by line, and the sales order prepared for your ERP.