Quote to cash
The quote that gets sent is usually the one drafted before the last conversation.
Terms change on a Tuesday call. The quote was built on Friday. Nothing in the product knows the two have diverged, so the customer receives a number the rep has already moved away from.
It is a comparison. It just has to be made.
Drift
A draft quote that no longer matches its deal says so, in both numbers.
One click drafts a quote from the deal's own lines — descriptions, quantities, prices, discounts and the tax rate each line carries.
From then on the two are compared. When they diverge by so much as a hundredth, the quote is badged, the badge names both figures, and one action re-pushes the deal's lines into it.
Nobody builds this, because it only matters after a renegotiation mid-cycle — which is precisely when a stale quote gets sent.
The badge names both numbers rather than saying something changed. Which is the difference between a warning a rep acts on and one they dismiss without reading.
- Numbering cannot collide —
Two people creating a quote at the same instant get different numbers — the counter is taken under a lock. Quote numbers get read back to you by customers and auditors; a duplicate is a real incident.
- Discount and tax are per line —
And the header's discount is the sum of them, shown for information and never subtracted a second time. There is no header-level discount to get double-counted.
- Several quotes can be combined into one —
Select them and merge their lines into a fresh draft, with the sources left untouched and the provenance noted automatically. Same customer, same currency, both still drafts — each refusal explained separately.
- Terms come from your clause library —
Insert from a categorised set rather than pasting from the last one.
- An accepted quote cannot be revised —
Deliberately. Once a customer has said yes, the order and the contract need something stable to point at. Revise before acceptance; after it, raise a new one.
Acceptance
Accepting rewrites the deal, not just its total.
The customer opens their own link, reads the document, and accepts or declines it with a reason.
On acceptance the deal's line items are replaced by the quote's, the amount and currency follow, and the deal closes as won — skipping the reason picklist deliberately, because an automatic action cannot ask a rep a question, and somebody with the authority to accept has already made the commitment.
Each line's tax rate is matched back to a named rule where one fits, preferring your default and leaving it unlabelled rather than labelling it wrongly — so an auditor sees a rate rather than a wrong name.
- Sending never fails because email did —
A mail outage does not block the rep. The quote moves on and the message degrades to a notice to log in.
- Every recipient gets their own link —
Rather than one shared link forwarded around.
- A second accepted quote on the same deal does nothing —
The close refuses a deal that is no longer open, so a duplicate acceptance is harmless.
›Does a quote expire on its validity date?
The date is shown on the document. It does not currently expire the quote or kill the signing link by itself — contracts do have that sweep, quotes do not yet. Treat the date as a statement to the customer rather than an enforced deadline.
›Can I pick products from the catalogue on the quote itself?
Not directly. Catalogue pricing reaches a quote by way of the deal's lines, which is the supported route and the one the drift badge keeps honest.
›Are payment terms on the quote?
No. They live on the invoice, downstream. A quote carries the commercial lines, the notes and the terms text.
›Can I see what changed between revisions?
Each revision snapshots the previous one and the timeline lists them. There is no side-by-side comparison of two versions yet.