Quotes That Price Right and Bill Clean
Configure line items, price them in exact cents, apply per-line tax, and send a secure approval link - then convert the accepted quote into an invoice on the same ledger.
What CPQ in Fintra does
CPQ - configure, price, quote - is where deals get shaped and mispriced. A wrong extended line, a tax rate applied to the whole quote instead of per line, a discount that nobody approved: each one becomes a billing dispute later. Fintra prices every line deterministically and carries the exact total into the invoice, so the quote you send is the invoice you bill.
- Line-item configuration with quantity, unit price, and per-line taxability
- Extended amounts computed as qty × unit price in integer cents (fractional quantities stay exact)
- Per-line tax so mixed taxable and exempt lines total correctly
- A quote status machine that drives the pipeline and downstream billing
Core capabilities
| Capability | What it does |
|---|---|
| Line configuration | Add products/services with quantity and unit price |
| Cents-accurate pricing | Rounds the product once, half-up - no float drift |
| Per-line tax | Applies a fraction rate per line; exempt lines carry zero |
| Secure approval portal | Tokenized link the customer opens to accept or decline |
| Convert to invoice | Accepted quote becomes a draft invoice on the ledger |
Pricing and tax that survive the handoff to billing
Most quoting tools live outside accounting, so tax is a guess and the total is re-typed into the invoice. Fintra can pull line-level tax from the same sales-tax engine that runs at invoice time, and it converts the accepted quote directly to a draft invoice - the pricing and tax are computed once and reused, not re-entered.
Approvals and audit
- Every quote, send, and acceptance is timestamped and logged
- The tokenized portal records the customer sign-off against the quote
- Accepted quotes can move the linked CRM lead and fire a booking commission event
- AgentFence governs any AI drafting; a person approves before anything posts
Frequently asked questions
What does CPQ stand for?
CPQ stands for configure, price, quote - the process of assembling a deal, pricing it correctly, and producing a quote. Fintra handles all three and then carries the accepted quote into billing, so the priced quote and the invoice are the same numbers.
Do I need a separate CPQ tool if I have accounting software?
Not with Fintra. Standalone CPQ tools force you to re-key totals and tax into your accounting system, which is where drift and disputes start. Fintra puts quoting and billing on one ledger, so an accepted quote converts to an invoice without re-entry.
How does Fintra handle tax on quotes?
Tax is applied per line as a fraction rate, so mixed taxable and exempt lines total correctly, and it can be sourced from the same sales-tax engine used at invoice time. That means the tax on the quote and the tax on the invoice are computed the same way.
Can I send a quote for online approval?
Yes. Fintra generates a secure tokenized portal link. The customer opens it in a browser to accept or decline without creating an account, and the acceptance is recorded against the quote with a timestamp.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Price it right, bill it clean
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