Your quote and Salesforce, checked against each other
Tap Sync and the quote is built in Salesforce from the one you priced — same products, same quantities, same price — with the incentive price and tax worked out and filled in for you. It always shows you a preview before anything is written, it never overwrites a price the office set on purpose, and it reads the result back to confirm it landed.
After that, the two are compared both ways. When they agree, the quote carries a green Synced check you can trust; when they don't, you're told exactly what is different. Quotes that were only half finished are picked up and completed automatically, so nothing sits at zero because a step was missed.
- 1Job number, synced back and checked
- 2Quote verified against Salesforce
- 3The verified check on the quote itself
- 4Tells you exactly what's still missing
- Save the quote, then tap Sync on the invoice page.
- Read the preview — products, quantities and total — and confirm.
- Look for the green Synced check on the quote. It stays there.
- Tap Work Order to see where the order stands and the install dates, once there are any.
- The quote is built. A draft CPQ quote is created on the customer's opportunity, and each product goes on it with your quantity and the price-sheet price.
- The bundles are built the way Salesforce expects. Every product sits under its bundle (gutter protection, gutters, fascia and soffit), and the zero-dollar gas allowance line is added like on every office quote. Correct bundles are what let Salesforce produce the work order and the install dates later.
- It is read back. Line count and total are re-read from Salesforce and have to match yours to the dollar. A "saved" message on its own is not taken as proof.
- It is applied to the job. The quote becomes the primary quote on the opportunity. That is what makes Salesforce assign the job number and the contract amount.
- Incentive price and tax. The incentive price is filled in and Avalara is asked to calculate tax, and the app waits until the tax reads "Up to date". Any quote that stopped halfway gets finished by a background pass. A price the office set on purpose is never overwritten.
- Payment is matched to the quote. A OneLeaf check or card payment, or Versatile financing, is read back and checked against the quote that sold.
- The quote becomes a work order. Once the sale is signed, the quote is marked ordered, and Salesforce's own automation builds the Order, then the install work order, then the service appointment. The app waits for each one to appear and never pretends one exists.
- Install dates come from that work order. Only dates Salesforce actually offers are shown. The booked window is the one that gets circled on the cover sheet.
- Checked every night. The nightly job check compares quote, bundles, tax, payment, work order and paperwork against each other, and anything off shows up in Action Needed.
What it does, step by step
- Save the quote, then tap Sync on the invoice page.
- Read the preview of products, quantities and total, and confirm.
- The quote is built in Salesforce in its bundles, made primary, and the incentive price and tax are filled in.
- It is read back and compared. A green Synced check means they match.
- Half-finished quotes are picked up and completed by a background pass.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Keying the quote into Salesforce | 15–25 min | 1–2 min to preview and confirm |
| Chasing tax and the incentive price | 5–10 min | Filled in for you |
Typically 20–35 minutes per sale.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Salesforce build doesn't match the sheetBuilt from the same quote, read back to the dollar.Guesstimate: 1–2 kickbacks a month avoided
- Wrong bundles hold up the work orderProducts are built under their bundles the way the office builds them.Guesstimate: about 1 stuck order a month avoided
- A quote left at zero because a step was missedA background pass finishes it.Guesstimate: zero-dollar quotes gone
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repNo re-keying, and a check you can trust.
- Office & installersQuotes built exactly like the New Quote button builds them.
- The customerThe price they agreed is the price on file.
- The managerSees which quotes match and which don't.
Feature LHM-F-14 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy