Quotation builder

Build, price, approve, and send customer quotations.

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3 records

QuoteStatusValue

Q-1048 · Acme LtdEnterprise CRM · 50 seatsDraft£18,000 · Valid 30 days

Q-1047 · InitechCRM + Analytics PlusSent£28,800 · Viewed today

Q-1046 · Global CorpGuided onboardingApproved£2,400 · Olivia Wilson

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Sales Invoice

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Sales invoices

Issue invoices and monitor payment status.

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3 records

InvoiceStatusAmount

INV-1208 · Acme LtdEnterprise CRMDue£18,000 · 17 Aug 2026

INV-1207 · Global CorpGuided onboardingPaid£2,400 · Paid 17 Jul

INV-1206 · InitechAnalytics PlusOverdue£4,800 · 6 days overdue

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Sales Opportunity Pipeline

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Sales opportunity pipeline

Move qualified opportunities through a visual deal workflow.

Qualification

1

Proposal

1

Negotiation

1

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Sales Order

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Sales orders

Track confirmed orders from acceptance to fulfilment.

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3 records

OrderStatusTotal

SO-884 · Acme LtdEnterprise CRMProcessing£18,000 · 18 Jul 2026

SO-883 · Global CorpGuided onboardingFulfilled£2,400 · 17 Jul 2026

SO-882 · InitechAnalytics PlusOn hold£4,800 · 16 Jul 2026

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