What's included

Enterprise discipline. Sized for a growing company.

Q: We already have Salesforce. Why not add CPQ?

Enterprise CPQ is a project: licences, a configuration effort measured in months, and a specialist admin to keep it running. OnPath arrives preconfigured with deal desk practice built in and sits on top of the CRM you already have.

Q: Do we need to replace our CRM or ERP?

No. Deals start in your CRM, and signed deals flow back to your CRM and ERP. Nothing to rip out.

Q: Does this replace our deal desk team?

No. It gives them the rules and the tools. They manage policy and review true exceptions instead of rebuilding quotes by hand.

Q: How quickly can we be live?

Weeks, not months. We load your products, prices, rules and templates, pilot real deals with two or three sellers, then every seller goes live.

You give us what you use today. We load your products, prices, rules and templates into OnPath, then host and maintain it for you.

THE FOUNDATION

Everything you get, ready to run.

Set up once · Run every deal · We keep it running

01 · SET-UP · ONE-TIME

We set up your deal process for you.

Products & offer catalog
Pricing & discount rules
Approval matrix & workflow
Proposal templates
Contract templates
User roles & permissions
CRM / ERP integration
Administrator training

02 · DAILY OPERATIONS · ANNUAL

Every deal runs through it.

Guided deal workflow
Quote generation
Contract generation
Approval routing
Exception management
Executive dashboards
Booking data export
Product & pricing maintenance
Product & legal terms management
Workflow updates

03 · SECURITY & HOSTING · INCLUDED

Secure, available and always improving.

Secure cloud hosting
User authentication
Role-based access
Encryption
Daily backups
Software updates
Feature enhancements
Technical support
System monitoring

Best practice

The playbook, built in.

This is the enterprise discipline: OnPath arrives with the deal rules most growing companies learn the hard way.

Lead with three-year terms, priced year by year.

Sell on value, not on discount.

Every discount is a decision, not a habit.

Built for sellers. Trusted by Finance. Cleared by Legal.

Rules only work if every team trusts them. Here's what each one gets.

Sales

Sells. Quotes and contracts come from approved options; more time with customers.

Deal desk

Manages the rules. Reviews only true exceptions.

Finance and Legal

Review less. Deals within policy approve themselves.

CEO and CFO

See every deal. Clean data on discounts, terms and stalled deals.

Questions

What leaders ask first.

The questions CEOs and CFOs ask before they bring us a deal.

We already have Salesforce. Why not add CPQ?

CPQ is a toolkit: powerful, and you supply the rules, the templates and the admin to run it. OnPath is the opposite — the process arrives built, then we shape it to you. It sits alongside Salesforce rather than replacing it.

Do we need to replace our CRM or ERP?

No. OnPath connects them. Deals start in your CRM and approved bookings flow to your ERP.

Our pricing is complex. Will it fit?

The standard system covers about 90% of what growing companies need, including segment price books and multi-year pricing. We build only what is truly specific to you.

As an optional service, we can also:

Load all client, product and business rules
Deliver booking data back into your ERP
Additional business rules beyond the initial pack
Customer-specific workflows, integrations and reports

Does this replace our deal desk team?

It removes repeatable coordination from their day. Your people focus on negotiations and true exceptions; the system handles the rules, handoffs and record.

How quickly can we be live?

In weeks. We need your products and price lists, discount and approval rules, contract templates and a small group of sellers to start.