Salesforce x AI x Sales workflows for quotes, proposals, AR context, portals, and incentives

Turn Salesforce opportunities into reviewed sales operations

Sanka connects Salesforce opportunity context to the commercial work that happens after the deal record: quote checks, documents, customer workflows, and incentive review.

Core capabilities

Quote and Proposal Management

Create quotes through AI agents and route approvals.

Payments, Reconciliation and AR

Manage payment and AR context in one workflow.

Portal

Use account-specific catalogs, tier pricing, and reorder workflows.

Connect the detailed workflows

Sanka lets AI prepare the work, then keeps review, approval, and downstream execution in the same context.

1. Collect the operating context - Use CRM, billing, procurement, inventory, HR, accounting, and related records as the source context.
2. Let AI prepare drafts and checks - AI prepares drafts, exceptions, and approval checkpoints for the right owner to review.
3. Release only approved work - Only approved work moves into sending, syncing, billing, payment, accounting preparation, or other downstream actions.

Bring related work into one governed AI workflow

This page connects the detailed product pages that make up the workflow.

• Quote and Proposal Management: Sanka connects this work to an AI-assisted workflow with review and approval.
• Payments, Reconciliation and AR: Sanka connects this work to an AI-assisted workflow with review and approval.
• Portal: Sanka connects this work to an AI-assisted workflow with review and approval.
• Document Generation: Sanka connects this work to an AI-assisted workflow with review and approval.

Sanka helps teams run AI operations with control.

Teams use Sanka to combine AI assistance with human approval across sales, finance, procurement, HR, and data work.

Detailed pages

• Quote and Proposal Management - Create quotes through AI agents and route approvals.
• Payments, Reconciliation and AR - Manage payment and AR context in one workflow.
• Portal - Use account-specific catalogs, tier pricing, and reorder workflows.
• Document Generation - Create proposals, PDFs, and sales documents.
• Incentives - Calculate commission, approvals, and payouts.

Operating model

Use the detailed pages together as one flow: AI drafts the work, the right owner reviews it, approvals are captured, and only approved work moves downstream.

Frequently asked questions

What does this page summarize?

It summarizes the detailed product pages linked from this mega-menu category so teams can see the full AI workflow together.

Where can I see the detailed capabilities?

Use the detailed product links on this page to open each capability page.