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Connecting your ERP is what turns on Emanate’s quoting pipeline. Once connected, an incoming request for quote can be read, drafted into a structured quote, and submitted directly into the system that prices and fulfills it, no re-keying. Find it under Integrations → Oracle in the sidebar.

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What the ERP connection enables

  • Quote submission: reviewed quotes are entered into your ERP for you.
  • Portal automation: for ERPs with no API, a Computer-Use workflow drives the screen, logging in and entering the quote the way a person would, with a recording of the run.
  • Customer and order context: account, order, and pricing data can flow back to inform drafts and quotes.

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Setting up the connection

1

Open the Oracle tab

Go to Integrations → Oracle.
2

Enter your connection details

Provide the connection credentials for your ERP. These are stored securely.
3

Run a connection test

Emanate runs a test against the ERP to confirm it can reach the system and read/write as expected.
4

Start quoting

With a healthy connection, the Quotes tab in Demand comes to life. Incoming RFQs can be turned into submitted quotes.
Exactly which fields and flows are available depends on your ERP and how your team quotes. Emanate’s team helps map the connection to your specific setup during onboarding.

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Keeping quotes healthy

  • Retry stuck submissions from the Quotes tab if one fails on the way to the ERP, with duplicate protection so an approved quote isn’t sent twice.
  • Edits teach the system: adjust a submitted quote’s line items and Emanate learns from the change for next time.
See Quotes for the full request-to-ERP flow.

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Next steps

Quotes

The end-to-end RFQ-to-ERP flow

Workflows

How portal automation enters quotes

Accounting

Bring in order and financial data