Quotes
Quotes
Build a quote from the deal, send it, and keep the version on the customer so you know what they were offered.
What you get with Quotes
From the deal
Start the quote where the conversation already is.
Line items you reuse
Pull products and tax from the catalog.
Send and track
See that it went out and sit it on the timeline.
Convert to an invoice
When they accept, raise the invoice without retyping.