Turn a promising conversation into a clear proposal.
Keep the commercial details near the opportunity. Connect products, quote records and the relevant deal so the team can explain the offer and follow its progress.
Product scene · example interfaceThis interface uses example data. Nothing is sent, booked or charged.
Products and quotes
Built for the work behind the conversation
01
Give the offer a consistent foundation
Use the configured product and pricing context when preparing a deal. Keep line items understandable so teammates can see what the customer is considering.
02
Prepare a proposal for review
Quote records and PDF output help organize the offer. Review the customer, items and commercial details before sharing an issued proposal.
03
Keep the sales record connected
Follow quote history and related deal information together. Payment capabilities require their own configured provider and workflow; a quote is not proof of payment.
How it fits into your day
Create an offer after a product conversation
Workflow · example data, not a customer result
01
Review the customer’s requirements and the relevant deal.
02
Prepare product line items and a quote, then review the commercial details.
03
Share the appropriate issued proposal and track the next sales step.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Channel permissions and provider eligibility also apply. Compare plans to see what each plan includes.