Prepare a quote and follow it through.
Build quotes around the customer, the products or services involved and the terms of your proposal.
Keep proposals connected to the customer
You need to prepare a proposal without starting from scratch or losing its connection to the customer record.
- 01
Build the quote
Add the line items and terms that match the request.
- 02
Track its status
Find the proposal and its current status in your sales records.
- 03
Prepare the next step
Use the available links to continue into order and invoice management.
What you can do
Build the quote
Add the line items and terms that match the request.
Track its status
Find the proposal and its current status in your sales records.
Prepare the next step
Use the available links to continue into order and invoice management.
In practice
Prepare a quote, review it with the customer and use the available functions to organise the next stage of the sale.
Explore next
Orders
Keep orders and next steps in view.
Invoicing and payments
Keep track of invoices and payments.
CRM and sales
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