ProductSales
Sales quotes
Quotes lifecycle, approvals, and conversion to orders or invoices.
Overview
Quotes support approvals, conversion to orders or invoices, and country-specific lifecycle.
Where in the app
/c/companies/:companyId/sales/quotes
Step-by-step
- Open Sales → Quotes. (UAT-C-SALES-QUO-001)
- Build lines and send for customer approval when configured. (UAT-C-SALES-QUO-001)
- Track status until accepted or declined. (UAT-C-SALES-QUO-001)
- Convert to order or invoice without re-entering lines. (UAT-C-SALES-QUO-001)
Permissions and modules
Sales quotes permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
sales.quotes | Sales Quotes Management | quotes | optional | Sales Quotes Management | medium | UAT-C-SALES-QUO-001 |