Quotes
Prepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.
- QUO-0442 · QTS-2041 NewBusiness1 EA
- QTS-3310 Amendment2 EA
- QTS-5107 Renewal0.8 KG
- QTS-5140 Renewal6 EA
Start with the right parties
Sales Rep opens a quote from an account or a CRM opportunity. The account, contact, owner, price book, addresses and payment terms provide the starting context. Imported opportunity products are mapped to valid catalog items before they become quote lines.
A quote can represent new business, a renewal or an amendment. Channel deals retain both the partner buying and the end customer receiving the goods or services. Renewal and amendment quotes identify the agreement they affect and the applicable service boundary.
Several proposals may belong to an opportunity, while one is designated primary. CRM updates retain the relevant quote revision and integration outcome so a delayed message from an obsolete proposal cannot silently replace the current commercial decision.
Approval conditions
Visible to: Deal Desk, Executive Approver, Sales Manager. Visibility does not establish approval authority.
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Build the complete proposal
| Part of the quote | What the rep prepares |
|---|---|
| Products and options | Quantities, bundle components and chosen configuration |
| Pricing | List basis, allocated concessions, net values, floors and margin evidence |
| Service periods | Start and end dates, cadence, term and billing timing |
| Billing | Upfront, recurring or milestone plan and required purchase-order details |
| Terms | Payment terms, special clauses, selected agreement and renewal policy |
| Buyer decision | Recipient, validity, send mode and acceptance evidence |
Subscription and service lines retain their actual inclusive start and exclusive end dates. The proposal’s operative contract template, notice requirements, renewal basis and uplift are resolved before signature, so later contract creation cannot introduce terms the buyer never saw.
YouStatusDraftSubmittedApprovedSent
Freeze the review revision
Submitting creates a complete immutable quote version, including parties, options, prices, discounts, service dates, billing milestones, terms and policy sources. Approval steps refer to that version and its content digest. The submitted packet is locked while decisions are pending.
Automatic approval applies only when the configured discount band and every other required check permit it. Floor breaches, special terms and unresolved configuration or pricing exceptions remain visible. A change after approval requires a new reviewed revision; the earlier decision stays attached to its original content.
YouStatusDraftSubmittedApprovedSent
Send the reviewed document
Sales Rep sends the approved revision through the configured document and signature workflow. The envelope identifies the exact quote version, intended recipient and original document. Provider events retain their identities and arrival evidence, with the executed document stored alongside the sent copy.
Validated completion by every required signer, with the executed document, can make the quote the executed order form. One recipient’s partial signature event is insufficient. A duplicated, expired, voided or superseded envelope event cannot accept the latest editable quote merely because it shares the quote number. Uncertain provider outcomes require reconciliation before another send or conflicting change.
ForReview sends the proposal for review rather than signature. Sales Rep records the buyer’s purchase order or written acceptance against the same revision. When the sale requires a signed agreement, that commercial acceptance still waits for the contract signature and Deal Desk verification before downstream release.
StatusSentDeliveredViewed
Revise without rewriting the sale
An eligible unaccepted sent quote can be superseded through a controlled revision. The original document, decisions and envelope history remain available, the old envelope is reconciled or voided, and the new draft receives fresh configuration, pricing and approval checks.
All material changes matter: a different product, quantity, option, service period, payment plan, recipient or clause can require renewed review even if the headline discount percentage falls. Accepted business is changed through a linked amendment rather than returning the executed revision to Draft.
StatusDraftSubmittedApprovedSentAcceptedDeclined
Follow validity and buyer activity
My Open Quotes and Quote Board help Sales Rep follow work by stage. Sent, Awaiting Buyer shows document activity, while Expiring This Week identifies proposals approaching their validity date. Reminders and expiry follow the configured policy and the exact sent revision.
An expired proposal needs a current draft and review before a new offer is sent. Viewed activity helps the rep follow up, but does not establish acceptance or authorize a contract, order or invoice.
Sentnext 7 days
| Quote Number | Account | Owner | Contact | Grand Total |
|---|---|---|---|---|
| QTS-51583 | ACC-61966 | RP | CNT-2659 | 520 |
| QTS-16957 | ACC-21141 | WT | CNT-9954 | 150 |
| QTS-89997 | ACC-85002 | RJ | CNT-2491 | 50 |
| QTS-80771 | ACC-22618 | PV | CNT-2725 | 570 |
| QTS-86551 | ACC-23223 | UM | CNT-5897 | 910 |
| QTS-87606 | ACC-11458 | CS | CNT-9197 | 830 |
Modules
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Configurator
Build sellable product combinations with guided options, required components and clear configuration checks.
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Pricing rules
Apply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.
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Quotes
Prepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.
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Approvals
Route concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.
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Contracts
Carry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.
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Orders
Release the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.
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Billing
Turn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.
Reports
All reportsQuote Velocity
Elapsed time from Quotes.CreatedAt to each frozen version SentAt and valid acceptance/decline/expiry. Provider recipient views/signatures are distinct from full envelope completion; deduplicate EQuoteEvents by source key and retain unresolved attempts separately. Slice by owner, family and provider; no fabricated terminal time for still-open work.
Roles and permissions
Prepares catalog, option, bundle and configuration-rule revisions, tests convergence and requests activation. Cannot silently change an active version already used by a quote.
Prepares reviewed price-book entries, quantity breaks, costs, floors and promotion rules. Account default-book changes select an already active compatible book; quote revisions retain their own approved prices.
Builds and submits their own Draft quote revisions, sends approved versions and records evidenced written acceptance for the ForReview path. Cannot write automatic bundle provenance, approval decisions, signature outcomes or accepted financial totals. An accepted version is changed only through a separately approved linked amendment.
Supervises team quotes and may edit a team Draft. A person who owned or materially edited the reviewed version cannot approve its discount, floor or terms decisions. Reassignment does not remove that exclusion. Proposes a named time-bounded delegate rather than transferring blanket authority.
Owns assigned non-standard terms decisions, contract execution checks, and order confirmation/release. Prepares template changes but cannot activate its own changes. Contract verification records the exact executed terms hash; a Signed flag alone is insufficient. Where Deal Desk materially edits quote terms, another eligible Deal Desk reviewer must decide the corresponding Terms step.
Owns schedule activation, invoice preparation, cash matching, collection and correction requests. May self-confirm a credit only under its explicit captured within-limit policy. Cannot change commercial amounts through a schedule edit, rewrite an issued invoice, fabricate a confirmed bank refund or overwrite a payment balance. Agent/service identities require a separate configured action allowlist; a role assignment alone does not authorize autonomous use of human decisions.
Related processes
Quote to cash
Connect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.
8 stages · 4 approvals
Configure and price
Build a complete product configuration and a traceable price before submitting the quote for review.
6 stages · 0 approvals
Discount approval
Review concessions and terms against the complete proposal, with clear authority, delegation and revision history.
6 stages · 1 approval