Sales quotes
Quotes lifecycle, approvals, and conversion to orders or invoices.
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.
- Build lines and send for customer approval when configured.
- Track status until accepted or declined.
- Convert to order or invoice without re-entering lines.
Permissions and modules
Sales quotes permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
sales.quotes | Sales Quotes Management | medium | UAT-C-SALES-QUO-001 |