Deals & Quotes
Create and send a quote to a customer
End-to-end flow from quote record to customer-ready output and Deal Builder.
This guide walks through turning a draft quote into something you can share with a customer—PDF, email, or portal—while following your company’s approval rules. For day-to-day list management, start with Quotes.
(Video — add later: New quote → line items → optional Deal Builder → send / mark sent — follow your org’s approval policy.)
1. Start the quote#
Open Quotes.
Go to New quote.
Choose the customer / account context and any template or defaults your admin set up.
Add line items, quantities, pricing, and terms your org requires.
Save often while drafting so work is not lost.
2. Deal Builder and PDF (when your org uses them)#
Many teams run complex pricing and customer PDFs through Deal Builder:
Open Deal Builder when the quote screen links you there (labels vary).
Confirm margins, kits, discounts, and fees match policy—Deal Builder is where admins usually configure how numbers roll up before a PDF is generated.
Generate or refresh the PDF only when you are ready for the customer-facing version.
Important: Do not send externally until any required internal approval is complete—ask your admin who must approve and in what order.
3. Internal review and approval#
Your org may require:
A manager or finance sign-off
A locked quote version before Send
A comment or audit trail on the record
Follow the status fields and buttons your UI exposes; if you are blocked, note the error message or missing permission and ask an admin.
4. Send to the customer#
When approved:
Use Send, Email PDF, Share link, or the action your deployment provides.
Confirm the recipient and attachment before confirming—some flows cannot be unsent.
After send, status on the quote detail should reflect sent / with customer (wording varies). Track replies and revisions from the same quote detail page when your org links email or activities there.
5. After the decision#
Won — Your process may create or link orders or invoices; see Sales orders, shipments & ERP if operations picks up from here.
Lost — Capture reason if your form includes it so leadership can report on losses.