Price and product rules that only one admin understands, and every change risks breaking a quote.
For RevOps and deal desk
Stop stitching the revenue process together by hand.
QTCFolio gives revenue operations one governed record from the first quote to the renewal, so you spend your week improving the process instead of patching it.
Sound familiar?
Where RevOps time goes today
Requests without context bounce between reviewers while the customer waits.
Signed quotes are copied into contracts, orders and billing by hand.
Answering what was sold means reconciling CRM, CPQ, contract and billing exports.
What changes
One lifecycle you can govern.
Each stage can go live on its own next to the systems you already run, so you can start with the part that hurts most.
Catalog and pricing you can maintain
Model how you actually sell, then change it without a rebuild.
- Products, services, bundles and nested bundles
- Versioned price books
- Price floors and approval thresholds
- Contract-specific pricing
Approvals that route themselves
Send each exception to the right person with the context they need.
- Configurable approval rules
- A preflight check before submission
- Delegation and escalation
- Full decision history
No re-keying after signature
The approved quote carries through to everything downstream.
- Quote to contract to order to billing
- Subscriptions, amendments and co-terming
- Renewals created from the current terms
- One record, one audit trail
Works beside your CRM
Keep Salesforce as the system your sellers live in.
- Salesforce synchronization for accounts, contacts and opportunities
- Primary-quote governance for the forecast
- Role-based access and administrator-only exports
- Reports across the whole lifecycle
Why teams choose QTCFolio
Built for the people who run the process.
- Replace or avoid a Salesforce CPQ re-implementation without changing your CRM
- Go live one stage at a time: quoting first, or approvals, or billing
- Change pricing and approval rules without a developer
- AI suggestions that never approve, price, invoice or contact customers on their own
See QTCFolio in action
Bring your messiest bundle and approval path.
Walk through a realistic deal from product configuration and pricing to renewal, with every department working from the same commercial record.