FORGE
ServiceNow sells Sales and Order Management as data-model applications with no workspace pages. Forge supplies them: a role-aware sales workspace, territory analytics that show direct and dealer pipeline together, quote-to-cash flows, and an embedded product configurator.
See a Forge demo
THE SCALE
Territory Command Center widgets
Role variants (rep, manager, executive)
Step automated deploy
Out-of-the-box ServiceNow
OVERVIEW
Forge is a ServiceNow-native accelerator for manufacturing sales teams. It gives ServiceNow Sales and Order Management (SOM) the workspace it ships without, then adds the analytics, quote-to-cash flows, and configurator a manufacturer needs to run the whole lead-to-cash process on the platform they already have.
Forge runs on top of ServiceNow CRM and SOM. It doesn't replace them.
Who it's for:
B2B manufacturers running or evaluating ServiceNow Sales and Order Management
OEMs blind to dealer pipeline until orders land, Forge shows direct and dealer performance together
VPs of Sales Ops, CIOs, and IT directors who want quote-to-cash on ServiceNow in weeks, not months
HOW IT WORKS
Forge is built on ServiceNow's own tools, Performance Analytics and UI Builder, so it fits the platform you already run rather than sitting beside it.
It deploys to a customer instance by script in a repeatable, idempotent 16-step process, and connects to SAP through Fuse (the Fuse CRM Spoke) for availability checks, order sync, and price simulation.
The build is roughly 60% out-of-the-box ServiceNow, 25% configuration, and 15% custom, so most of what you run is standard platform, not bespoke code someone has to maintain forever.
WHAT’S INSIDE
All 23 modules ship in every package. The headline set:
Apex sales workspace
Home, opportunities, quotes, orders, accounts, and intake reviews, built with UI Builder as the workspace SOM doesn't ship with.
Territory Command Center
Pipeline value, forecast accuracy, win rate, revenue at risk, and trends by channel and product, with an AI-written territory health summary. Direct and dealer pipeline in one view.
Role-based dashboards and theming
Three role variants (rep, manager, executive), each with its own view, and per-brand theming that picks up the company's colors.
AI document intake
Reads inbound quote and PO documents, matches them to products and accounts, and scores integrity, so paperwork enters the system as data instead of manual re-entry.
Approvals and quote-to-order
Conditional approval rules driven by decision tables, native ServiceNow email and task actions, and quote-to-order on the standard lead-to-cash process.
Embedded CPQ
A guided configurator running natively inside ServiceNow, with Logik.io rules and pricing behind it and the result written straight to a ServiceNow quote.
PROVEN IN PRODUCTION
Forge is mature, deployable IP with a published roadmap. It's built on ServiceNow's own Performance Analytics and UI Builder, deploys to any instance through a repeatable 16-step script, and connects to SAP in production through Fuse.
Where ServiceNow ships SOM as data-model applications with no workspace, Forge is the layer that makes it usable, in weeks rather than months.
ON THE ROADMAP
A few capabilities are planned, not yet shipped:
Embedded actions inside dashboard widgets
Industry benchmark comparisons
Predictive deal-risk and dealer-churn scoring
Multi-company theming
IN THE SYSTEM
Forge is how the Customer to Cash journey runs on ServiceNow. It's the sales workspace behind deal management, quoting, and order flows, connected to SAP through Fuse so a quote built in ServiceNow checks real availability and lands as a real order. Where PortulGo is the Shopify front of the journey, Forge is the ServiceNow front, same connected system, different platform.
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WHAT’S NEW
Forge has been in a steady state since late April 2026, present it as mature, deployable IP with a published roadmap.
Aug 2026
CPQ configurator embedded natively in ServiceNow as a platform-native single-page app, with ServiceNow's own pricing engine and reconfigurable quotes.
Approval and order flows on native ServiceNow actions, decision-table approval rules and quote-to-order on the out-of-the-box lead-to-cash process.
Mar–Apr 2026
Document intake and PDFs, text extraction for inbound documents, PDF generation for quotes and orders, and a regression testing framework.