Begin with the sale that created the request
A qualified opportunity carries customer, stage, expected value, probability, close date and owner. Activities and messages around it explain why a quote is being prepared.
The proposal belongs to a real sales conversation instead of existing as an isolated PDF someone created in a hurry.
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Deals
Leads
Companies
Activities
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Northstar Logistics
Maya Bennett
QualifiedUSD 28,900
Cedar Grove Interiors
Liam Carter
QualifiedUSD 12,400
BluePeak Trading
Jordan Lee
ProposalUSD 46,200
Skyline Dental
Olivia Hart
ProposalUSD 18,750
Harbor Medical
Emma Brooks
NegotiationUSD 91,000
Atlas Retail Group
Noah Reed
NegotiationUSD 34,600
BluePeak Trading
Jordan Lee · Proposal
Overview
Email
Activity
Notes
Expected close
Sep 18, 2026
Next action
Send revised quote
Build the offer before you create a receivable
Quotes can include products or custom work, quantities, prices, discounts, tax, currency, validity and terms. The team can prepare the commercial offer without prematurely turning it into an invoice.
That separation is useful whenever negotiation is still happening.
Quote builder
Adjust tax
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Customer or Deal
BluePeak Trading
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
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Customer notes
Visible on the final document...
Let version two exist without erasing version one
When quantity, price, scope or terms change, quote revisions preserve the earlier versions and keep a clear current version for the customer to act on.
It is a better answer than a folder full of files called FINAL, FINAL-2 and FINAL-USE-THIS.
Revision history
Latest changes
Most recent revision details.
Discount
Changed from 0% to 5%
Terms
Added annual billing note
Approver
Finance review complete
Sent
Sep 03, 2026 · 11:45 AM
Clear internal review before asking the customer to decide
A quote can remain pending internal approval before customer signing is available. Once cleared, the current quote can be sent for signature or rejection.
Views and customer decisions stay attached to the quote history so the team can see what actually happened.
Quote to invoice
Draft invoice
Converted from quote
Import from Quote
Finalize Invoice
Customer or Deal
BluePeak Trading
Line item
Qty
Unit
Tax
Line total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Items imported
Imported 1 line item from Q000271.
Import from Quote
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Bill the commercial version the customer accepted
Accepted commercial details can provide the starting point for the invoice, which adds issue and due dates plus the amount now owed.
If someone disputes the bill later, the business can follow the trail back to the proposal instead of comparing unrelated documents.
Quote to invoice
Draft invoice
Converted from quote
Import from Quote
Finalize Invoice
Customer or Deal
BluePeak Trading
Line item
Qty
Unit
Tax
Line total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Items imported
Imported 1 line item from Q000271.
Import from Quote
Search quotes...
Do not call every balance change a payment
Several payments can be applied to one invoice for deposits or staged settlement. Credit notes reduce the receivable when the amount owed changes without pretending cash arrived.
That distinction makes the balance legible: invoice amount, credits, payments and what is still due.
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Banking
Reconciliation
Journals
Reports
Bank statement
Sep 04
BluePeak Trading transfer
USD 1,352.57
Sep 04
Card settlement
USD 820.00
Sep 03
Supplier payout
USD -540.20
Finish by looking at what remains unpaid
Receivables reporting can show overdue invoices, invoices due soon and aging. Sales still has the commercial history while finance has a collection view.
The process is not complete because the quote says accepted. It is complete when the business knows what remains outstanding.
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Lead review
Enrichment
Routing
Data enrichment
Configure field mapping
Search criteria
contact@northstarlogistics.com
CRM field
Existing information
Enriched information
Phone
+1 310 555 0146
+1 310 555 0193
Street
No data
280 Harbor Drive