Quotes & contracts
Run the sales-led half of B2B revenue
Cockpit screens: planned — coming soon. The quotes app with the Sales › Quotes screens (requests, drafts, versions, templates, framework agreements) is not yet available on your tenant. The concepts on these pages hold regardless, and the decisions — validity windows, discount authority, templates — are worth making now; where a page describes a Cockpit flow, it describes how it will work once shipped. What works today: a negotiated price as a contract price on a price list bound to the organization with a validity window; the
pending approval path from Quotes and negotiation; and your own number ranges under Configuration › Number ranges.A large share of B2B revenue never touches a shopping cart first. It starts as a request for quote, goes back and forth, and becomes an order only when someone signs. This area covers that path in the platform — and the framework agreements that turn a one-off quote into a year of contract pricing.
If you are building this out from nothing, Run quote-to-order walks the same ground as a project plan rather than as reference.
Understand
- The quote lifecycle — Requested → drafted → sent → negotiated → accepted or expired → order.
- Quotes, contracts and framework agreements — Three things that all mean 'agreed price', and how they relate.
- Request for quote in B2B — Why buyers ask, and what a good response contains.
Set up
- Quote settings — Validity defaults, numbering, who may quote, approval thresholds.
- Quote templates and documents — The PDF the customer receives.
- Set up a framework agreement — Volume, period, call-off rules.
Work with it
- Handle a quote request — From storefront request to sent quote.
- Negotiate and revise — Versions, counter-offers, the audit trail.
- Convert a quote to an order — Acceptance and what happens next.
- Call-offs against a framework agreement — Ordering against a committed volume.
Keep it healthy
- Reading the quote pipeline — Open, won, lost, expired — and why.
- Common quote problems — Wrong price frozen, expired quote accepted, order does not match quote.