Enterprise DNA

Instead of Salesforce Revenue Cloud

Stop renting Salesforce Revenue Cloud for quoting. Own your product quoting system.

We build your quoting process around your products, bring your Salesforce records across and run it for you. Start with catalogue quotes, bundle checks and discount decisions.

Salesforce lists Growth at US$150 and Advanced at US$200 per user per month, billed annually. Sales Cloud is additional.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription buys

A quoting bill on top of your sales system

Revenue Cloud bundles quoting with broader revenue operations. Compare the work your sales team needs with the edition you pay for.

paid

A licence for each user

Growth lists US$150 per user per month, billed annually. Adding users adds subscription cost.

layers

A broader Advanced edition

Advanced lists US$200 per user per month, billed annually, with contracts, orders, consumption and invoicing.

receipt_long

A separate Sales Cloud subscription

Salesforce describes Revenue Cloud as a paid add-on to Sales Cloud. Account for both subscriptions when reviewing the bill.

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A product catalogue and price management

Your commercial rules start with product records and prices. The free base holds those records in your own database.

rule

Quoting and configuration

Required components and discount decisions belong to your selling process. Set the rules around the products you actually sell.

event_repeat

Subscription management

Growth includes subscriptions. Separate catalogue quoting from recurring billing when deciding which work to move.

What your version does

Start with the quote the customer needs

Products

Keep the catalogue and its rules together

Maintain product codes, prices and the components that belong with each bundle.

  • check Separate pricebooks by currency
  • check Require the right number of supporting components
  • check Keep the prices already recorded on an older quote
  • check Identify quoted prices that differ from the current catalogue

Decisions

Review the discount before the promise

See what remains after the discount and which facts the approver still needs.

  • check Review discounts above your chosen threshold
  • check Show margin separately for each quote
  • check Keep an unknown cost visibly unknown
  • check Record the reviewer and reason for each approved revision

Follow-up

Give the sales meeting an exact list

Find the quotes that have expired, gone quiet or reached a product-rule exception.

  • check List expired quotes and those due within a week
  • check Find customers with no recent recorded contact
  • check Compare open quote value by owner and currency
  • check Combine missing components, expiry and discount review in one attention list

Paperwork

Draft from the records you reviewed

Prepare quote documents and internal approval briefs with your business name and colours.

  • check Show scope, quantities and the total including recorded tax
  • check Keep internal costs off the customer quote draft
  • check Retain a snapshot before a quote changes
  • check Return changed quotes to draft for another approval

Make it yours

Design your own Salesforce Revenue Cloud replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Revenue Cloud. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Revenue Cloud replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Revenue Cloud data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Product Quotes for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Product Quotes for Claude Code

Connected to your own database

Which quotes should we deal with first?

HQ-101 Harbour sensors

Ner cu
Aroha
Rrency st
NZD
Atus ex
draft
Pires ex
2026-10-18
Pired st
no
Ale di
yes
Scount review un
yes
Known costs bu
0
Ndle gaps
0

HQ-102 Southern monitoring

Ner cu
Ben
Rrency st
AUD
Atus ex
draft
Pires ex
2026-10-10
Pired st
yes
Ale di
yes
Scount review un
yes
Known costs bu
0
Ndle gaps
1

Ask it anything

Ten questions for your next quote meeting

The demo answers these from its records today. Salesforce can support similar analysis with configuration; your version puts your chosen rules in one place.

chat_bubble Which quotes expire within a week, including those already overdue?
chat_bubble Which customers have had no recorded contact for more than fourteen days?
chat_bubble Which discounts exceed our review threshold?
chat_bubble Which bundles are short of a required component, and by how many?
chat_bubble What margin remains on each quote after its discount?
chat_bubble Which quoted prices differ from the current pricebook?
chat_bubble Which owners carry the most open quoted value in each currency?
chat_bubble Which quotes still lack costs, scope or a tax explanation?
chat_bubble Who approved each quote revision, and what reason did they record?
chat_bubble What changed between the issued quote and its next revision?

Switching

How to switch from Salesforce Revenue Cloud

A move involves exporting and checking your records, mapping Revenue Cloud-specific rules, and running both systems side by side before you stop using Salesforce.

  1. 1

    Export your quoting records

    Ask your Salesforce admin to export the records you need. The importer accepts standard product, pricebook and pricebook entry exports, with optional account, quote and quote line item exports. Export what your account allows, usually as CSV or Excel, and check with Salesforce Revenue Cloud about the available export options. Native Revenue Cloud settings and managed quoting formats need mapping.

  2. 2

    Test and load the records

    Start with the import preview, which checks the export without loading it. Review the preview before running the import for real. The importer preserves source fields and rolls back invalid batches. Keep the original exports available so you can check the imported records. Imported quotes stay in draft for review, rather than becoming issued quotes automatically.

  3. 3

    Review the import results

    Check anything the preview or import flags, and resolve errors before relying on the records. Reconcile the results against your Salesforce data, especially where source IDs have changed. Native Revenue Cloud configurations, product options, pricing procedures and subscription history need mapping. Confirm that the products, prices and quote details you need are present, and review imported quotes while they are still drafts.

  4. 4

    Run both systems side by side

    Keep Salesforce Revenue Cloud available while you use Product Quotes for the quoting work you are moving. Compare the records and quote drafts with your existing process, and have the people who prepare and review quotes check the results. Keep issuing quotes through your current process until the new records and rules have been reviewed and you are ready to change over.

  5. 5

    Switch off Revenue Cloud

    When your team is ready to use the new process, stop using Salesforce Revenue Cloud for the quoting work you moved. Confirm who owns quote preparation and review in the new setup. Product Quotes does not cover subscriptions, usage rating, invoices, payments or signatures, so leave those jobs with the systems responsible for them and agree any required connections separately.

construction

Where the real effort goes

Most of the work is mapping your own fields and rules, then deciding which quote and subscription history to bring across. Standard product, pricebook and quote exports have an import path, but native configurations and managed quoting formats need mapping. Enterprise DNA checks the export, maps the migration and reconciles the results when you have them run it.

Not ready for a call?

Get your Salesforce Revenue Cloud switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Revenue Cloud, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Do it yourself, customise it, or have us run it

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install, then npm run demo
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor
  3. 3 Ask for /weekly-review and inspect the fictional examples
  4. 4 Read the switching guide and preview your Salesforce CSV import
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your product rules, discount policy and quote documents
  • check Your Salesforce export mapped and checked against the source
  • check A quoting screen and connections agreed around your process
  • check A different technology foundation if your business needs it
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and connected through Omni by Enterprise DNA
  • check Your catalogue, costs and quote review process maintained
  • check Backups, access controls and operational checks configured
  • check A named team to run the system and make agreed changes
Book a call

Questions

Instead of Salesforce Revenue Cloud, answered

Does this replace every part of Revenue Cloud? expand_more

The free version covers catalogue quotes, required components, discount review and quote revisions. We agree the scope of your version around the work you need, including connections to the systems that handle subscriptions, invoices and payments.

What happens to our Salesforce history? expand_more

The free importer accepts standard Salesforce product, pricebook and quote exports. Native Revenue Cloud configurations and older managed quoting formats need mapping. Enterprise DNA checks your export first, preserves the original source fields that are imported and reconciles the results. Imported quotes stay in draft for review.

Can it handle our approval rules and quoting screen? expand_more

Yes. We build your authority limits, product conditions, quote layout and screen around your sales process. The free base records reviewer names and reasons; authenticated approval roles are part of the managed setup.

What stops a changed price going out under an old approval? expand_more

Changing a quote saves the previous version and returns it to draft. A fresh approval is required before recording it as issued. Product catalogue changes leave existing quoted prices alone, and the review shows where they differ.

What will Enterprise DNA charge us? expand_more

One setup fee, then a retainer. Sam scopes the migration, product rules, connections and ongoing work with you. The free version has no licence charge; hosting and the tools used to operate it have separate costs.

Bring Sam the quoting process you pay for

In a 30-minute call, show Sam your Revenue Cloud bill, a product bundle and a quote that took too much work. Agree which quoting jobs your own version should handle.

Book 30 minutes with Sam Get the free version

Product Quotes for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Revenue Cloud?

Get your version built