Quotes
Every quote to a customer in one list, with the count and value at each stage.
The Quotes pipeline and board: one quote moves from draft to sent to accepted, and the counts and values per status move with it.
Q-26-00001 is accepted, ready to become an order
What is in it
Draft from a request or by hand, send the PDF with its portal link and track each answer.
Sales
Customer quotes by status, each keeping its lines, totals and every earlier version.
A quote's revision history, newest first: the original as sent, an edit that changed a quantity and its total, and a revert back to the original, kept as its own checkpoint.
Supplier
Your suppliers' quotes, with cost, lead time and validity, never a sell price.
One request's 3 supplier answers side by side, each with its total, lead time and status, and how it came in: 1 on the supplier's own answer link and 2 typed in by a buyer from an emailed reply the email agent filed against the request.
It follows your products
Switch a product on and what it brings to this area appears here.
How Quotes follows the products a workspace switches on: Sales Engineer on its own, then each product that brings a view of its own (Source: Supplier), drawn by the platform's own switcher for each setup.
Source adds the Supplier view
Comes with
Questions
- When quotes live in inboxes and spreadsheets, what is out, won or expiring is hard to see.
- Yes. The portal link lets them accept with a PO reference or file, which raises the order, or decline.
- A change the customer can see issues a new version and marks the old one superseded.