CPQ & Quote Automation

Quote complex, configured products in minutes — not days.

If every quote means spreadsheets, back-and-forth with engineering, and one person who "knows the pricing," you're losing speed and bidding errors are creeping in. AltoLeap builds custom CPQ and quote-automation software around your real product rules — so your team configures, prices, and quotes accurately, fast, and at scale.

We don't sell you a CPQ product to configure yourself. We build the quoting software around your products and rules and integrate it with the systems you already run.

Configure-to-order logic and engineered/made-to-order quoting are a core strength — proven in production for manufacturers like Federal Screen and Jamesway.

★★★★★5.0 across verified Clutch reviews · proven with manufacturers
The challenge

Manual quoting doesn't scale — and every quote is a chance to lose money or the deal

For manufacturers of configured, engineered, or made-to-order products, quoting is one of the hardest workflows to get right. The rules are complex, the stakes are high, and the knowledge often lives in spreadsheets and people's heads.

Sound familiar?
Quotes depend on spreadsheets, manual calculations, or one expert's tribal knowledge
Sales waits on engineering to size, spec, or price every configured order
Pricing rules, options, and discounts are inconsistent from quote to quote
Errors slip through — and your customer sees them
Turnaround is slow, so faster competitors win on speed
As volume grows, quoting becomes a bottleneck instead of an advantage
Why it matters

Every slow quote is margin and a deal walking out the door

It rarely shows up on a single invoice — which is exactly why it's dangerous. Manual quoting bleeds value quietly, and it compounds every day you leave it alone.

The deal walks

Bids lost to whoever quoted first

By the time your quote is ready, a faster supplier has already won it — and you never hear why.

Margin bleeds out

Points shaved off, quote by quote

Inconsistent rules and one-off manual discounts erode margin — invisibly, until it's the difference between a good year and a flat one.

One person away from a standstill

Quoting stops the day they're out

When the pricing lives in one spreadsheet only one person understands, a vacation — or a resignation — freezes every quote.

The solution

Custom CPQ built around how your products are actually configured, priced, and quoted

We don't force your products into off-the-shelf CPQ that can't handle your rules. We build the configure-price-quote logic, approval flows, and document generation around your business — and connect it to the ERP, CRM, and CAD tools you already run.

Configure-to-order logic

Guided product configuration that enforces your real engineering and option rules, so only valid configurations get quoted.

Automated pricing

Your pricing rules, options, surcharges, and approvals applied consistently, every time.

Quote & document generation

Production-ready quotes, drawings, and specs generated automatically from the configuration.

CAD automation

Drive your CAD system (e.g., SolidWorks) to generate parts and drawings from the configuration, cutting manual drafting.

Approval workflows

Route exceptions, discounts, and sign-offs automatically instead of by email.

Quote-to-order-to-invoice

Carry a quote cleanly through to order, production, and invoicing without re-keying.

ERP / CRM / CAD integration

Quoting data flows to the systems you already use, so nothing lives in a silo.

We build on configuration, pricing, and CAD-automation approaches proven across multiple manufacturers — tailored to your products and rules, not started from a blank page.

Proof

We've built CPQ that manufacturers run on every day

Enrich Buildings Solutions · Pre-engineered steel buildings (Canada & worldwide)

Custom CPQ for configuring and quoting pre-engineered steel buildings

AltoLeap built a custom Configure-Price-Quote platform that lets Enrich's sales team configure building options and accessories to each customer's requirements, manage a full part and pricing catalog, auto-generate branded quotes, and route them through multi-level approval workflows — built to scale with the business and delivered in two phases, on time.

Built to cut standard quoting time by at least 25% with 100% accuracy.

— CEO, Enrich Buildings Solutions
Custom CPQConfiguration engineBranded quote generationMulti-level approvals
Federal Screen · Custom industrial screens

Configure-to-order, with CAD on autopilot

Engineers configure a complete product through a guided interface; behind the scenes it drives the CAD system to generate production-ready parts and drawings in minutes — eliminating design errors and accelerating quote and order turnaround.

“Honest and transparent with the work they provide… committed to having things up and working, even if the time spent goes over their quote.”

— Engineering Manager, Federal Screen Products
Real CPQ / configure-to-orderAutomated CAD drawingsFaster quotesSolidWorks automationOngoing support
Jamesway · Equipment maker (ships to 150+ countries)

One platform, from quote to invoice

An all-in-one internal portal unifying sales and quoting, contracts, invoicing, payments, inventory, and HR — with a no-code workflow builder so the business adapts its own processes as it grows. A customized quoting tool with a product configurator, ERP integration, multi-level discount management, multilingual quotes, and reporting — built to cut quoting errors and speed turnaround.

“AltoLeap took the time to understand our business and our needs. AltoLeap has become a valuable partner to the business. I highly recommend AltoLeap.”

— Director, Revenue Management, Jamesway Chick Master Inc.
No-code workflow builderConfiguratorERP-integratedMulti-level discountsMultilingual
AI, applied honestly

AI-assisted quoting — where it genuinely helps

Where it earns its place, we embed AI into the quoting workflow — assisting configuration, checking documents and drawings for compliance, and surfacing the right pricing or options faster. Where AI isn't the answer, we'll tell you and build the straightforward automation instead. Privacy-conscious by design: we can keep sensitive data in your environment or self-hosted where your requirements call for it, and we're transparent about how any AI or third-party tools handle it.

How it works

From a quick call to live quoting software

1

Free 20-Minute Fit Call

Tell us how you quote today; we confirm it's a fit.

2

AI Opportunity Blueprint

A focused session that maps your quoting rules, scope, risks, and a costed Phase 1.

3

Phased Implementation

We build Phase 1 around what creates value now, architected to grow.

4

Ongoing Support

We support and evolve the system as your products and pricing change.

FAQ

CPQ & quote automation, answered

Is this off-the-shelf CPQ or custom?+

Custom. We build configure-price-quote logic around your actual product rules and integrate it with your systems, rather than forcing your products into a generic CPQ tool that can't handle them.

Can you handle highly configured or engineered-to-order products?+

Yes — complex configuration and made-to-order logic is a core strength, proven in production for Federal Screen.

Do we have to replace our ERP or CRM?+

Usually no. We build the quoting layer around your existing ERP/CRM/CAD and integrate with them, so you get the workflow without ripping out core systems.

Can it generate drawings or documents automatically?+

Yes. We can drive your CAD system (e.g., SolidWorks) and document generation directly from the configuration, producing production-ready drawings and quotes.

What does a typical Phase 1 cost?+

Most Phase 1 builds fall in the $50K–$100K range depending on the complexity of your rules, integrations, and data. The Blueprint gives you a tailored range.

How do we get started?+

Book a free 20-minute Fit Call. If it's a fit, we'll map the work together in the AI Opportunity Blueprint.

Let's build it

Turn quoting from a bottleneck into an advantage

Tell us how you quote today. Start with a free 20-minute Fit Call — if it's a fit, we'll map your Phase 1 in the AI Opportunity Blueprint.

Book a 20-Min Fit Call