Creating quotes and orders
Turn a reviewed request into a quote or an order in one click.
When a request is structured, matched and any clarifications are answered, Kabaido offers an action card to create the real entity. The lines, prices and customer are carried straight through.
Create a quote
The quote draft card lists each line with its summary, unit price and quantity, marks which lines are ready and suggests a customer where it can. Create quote builds a real quote with pricing applied, and the request gains a link to it.
Create an order
Where the customer intent is to order, the same flow produces an order draft you confirm in one click. You can also add lines to an existing quote rather than starting a new one.
Every entity created this way links back to the line it came from, so you can trace a quote or order to the original request and the values behind it.
Created entities are appended to the request, never written over it. The conversation stays as a record of how the quote or order was reached.