Help · Proposals & Quoting
Proposals & Quoting
Turn a deal into a signed order — build the quote, control pricing and approvals, and let the customer accept online.
Build a sales quote & send it
Create a quote from a deal, add line items with discounts and tax, generate a branded PDF, and send a link the customer accepts online.
Products, price books & discount rules
Set up the catalog with cost and tax, build scoped, effective-dated price books with quantity tiers, and set the approval threshold.
Quote approvals & versioning
How the discount threshold routes a quote for sign-off, why editing a priced quote re-opens approval, and how revisions are snapshotted.
Accept online & convert to an order
Send a no-login link the customer signs with an e-signature — acceptance creates the order, marks the deal won, and raises a draft invoice.
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