Requester and executor
Without Sanka
It is unclear who asked for the quote and what changed
With Sanka
Save actor, request, target records, and execution log
Run CPQ and quote approvals with AI agents
Create quotes from Claude or Codex, check pricing, margin, inventory, and tax rules, then route approvals. Review, edit, approve, and audit the result in Sanka's web UI.
AI CPQ
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Overview
AI execution with Sanka controls
Start from Claude or Codex
Read deal, company, product, quantity, and pricing context, then create a structured quote.
Run checks and approvals
Check margin, inventory, tax, and discount thresholds before routing exceptions to approvers.
Review in the web UI
Inspect AI-created quotes, adjust line items, approve exceptions, and monitor the audit log.
Workflow
From AI execution to web review
- 01Ask the AI agent; create quote linesFor example: “Move Acme's deal to an approved quote.” Structure products, quantities, pricing, discounts, and payment terms.
- 02Run business checks; review and approve in webValidate margin, inventory, tax, pricing rules, and permissions. A teammate can inspect, edit, approve, and see the full log.
- 03Connect downstreamTurn approved quotes into orders, invoices, fulfillment, and accounting prep.
Compare
Sanka adds the controls AI needs to run CPQ
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Requester and executor | It is unclear who asked for the quote and what changed | Save actor, request, target records, and execution log |
| Pricing and margin | Discounts or cost assumptions can damage margin | Check margin, discount thresholds, and price list variance |
| Inventory and tax | Unfulfillable products or tax mistakes surface later | Check product master, availability, allocation, and tax rules |
| Approval route | Teams hesitate to send AI-created quotes directly | Route by amount, discount, margin, product, or department |
| Downstream handoff | Approved terms are re-entered into orders and invoices | Create orders, invoices, and accounting-ready records from approved quotes |
Pricing and margin
Without Sanka
Discounts or cost assumptions can damage margin
With Sanka
Check margin, discount thresholds, and price list variance
Inventory and tax
Without Sanka
Unfulfillable products or tax mistakes surface later
With Sanka
Check product master, availability, allocation, and tax rules
Approval route
Without Sanka
Teams hesitate to send AI-created quotes directly
With Sanka
Route by amount, discount, margin, product, or department
Downstream handoff
Without Sanka
Approved terms are re-entered into orders and invoices
With Sanka
Create orders, invoices, and accounting-ready records from approved quotes
Customer quotes
Don't take our word for it.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
FAQ
Frequently asked questions
Can AI send quotes without approval?
No. Sanka can require permission checks, business checks, and approval flows before customer-facing or downstream actions happen.
Does this work with both Claude and Codex?
Yes. Claude can run the workflow from natural language, while Codex can use MCP/API surfaces for more technical workflows.
Can people still use the web UI?
Yes. The web UI remains the place to review, edit, approve, and monitor AI-created work.
Can this start from HubSpot or Salesforce?
Yes. CRM deals, accounts, products, and owners can become the starting point for quotes, approvals, orders, and invoices.