Deals, Quotes & Invoicing
Build quotes, get discount approvals, and turn deals into invoices.
Manage product catalog
Admin creates, edits, and manages products in the catalog. Sales users view the catalog.
Create quote on opportunity
A sales user creates a Quote with line items on an existing Opportunity.
Discount approval workflow
When a Quote line item discount exceeds the configured threshold, the Quote enters a "Pending Approval" state requiring Sales Manager authorization.
Approve or reject quote discount
Sales Manager reviews a pending approval request and approves or rejects the discount.
Send and track quote
Sales user sends a Draft Quote to the customer, then records the customer's acceptance or rejection.
Convert quote to invoice
An Accepted Quote is converted to an Invoice. All line items are copied.
Record payment on invoice
An authorized user records a payment against a Sent or Overdue Invoice. Invoice auto-closes when fully paid.