How Fulton Took Control of Their Quote-to-Cash Process With Elfsquad

When Excel Can No Longer Keep Up

Fulton's boilers are not standard products. With many configurable options and a global customer base, every quote required careful configuration and manual entry into their ERP system. That combination of manual work and growing product complexity created exactly the kind of bottleneck that manufacturers recognize: errors crept in, engineers got pulled into every quote, and the process slowed down at the worst possible moments.

As Sara Downes, ERP & CPQ Manager at Fulton, puts it: "A big challenge we would face without a configurator was constantly requiring an engineer to help with quotes." That dependency on internal specialists for every order is a pattern that limits growth. It means sales cannot move at the speed customers expect, and engineering spends time on quoting instead of building.

One Connected System From Quote to Production

Fulton turned to CPQ to fix that. Elfsquad is now seamlessly integrated with their ERP system Odoo, as well as AutoCAD and Inventor, connecting configuration, pricing, and engineering output in one flow. Sales can generate accurate quotes independently. Engineers receive validated output they can work with directly. The entire quote-to-cash process runs without manual transfers or unnecessary back-and-forth.

"Elfsquad enabled us to streamline the quote-to-cash process. The 30-day trial truly helped us to familiarize ourselves with the software," Sara Downes adds. That ease of adoption matters. A system that your own team can learn, manage, and trust from day one is the difference between a tool that gets used and one that collects dust.