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Finance · Automation · Standard package

Quotations & sales orders

Catalog-driven quotations with approvals, e-signature and one-click conversion to sales orders and invoices.

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DraftQuotation
Illustrative preview · sample data

How it works

  1. 1Product / service catalog imported with tiered pricing
  2. 2Approval workflow by discount level or value threshold
  3. 3Accepted quote auto-converts to sales order + invoice

What you receive

  • Product catalog with pricing rules in your ERP
  • Branded quote PDF with e-sign link + payment URL
  • Quote-pipeline dashboard (draft / sent / accepted / rejected)
  • Monthly conversion + sales-cycle analysis
Tools and connections

Works around the tools you already use

9 tools listed for this solution
Your tools
  • Zoho CRM
  • HubSpot
  • Salesforce
  • Tally
  • Zoho Books
  • DocuSign
  • Razorpay
  • Stripe
  • Gmail
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 5 steps
  1. 01Product / service catalog imported with tiered pricing
  2. 02Sales team drafts quotes via template or AI
  3. 03Approval workflow by discount level or value threshold
  4. 04Customer receives branded quote PDF with accept / reject link
  5. 05Accepted quote auto-converts to sales order + invoice
Everything included · 5 deliverables
  • Product catalog with pricing rules in your ERP
  • Branded quote PDF with e-sign link + payment URL
  • Quote-pipeline dashboard (draft / sent / accepted / rejected)
  • Monthly conversion + sales-cycle analysis
  • Auto follow-ups at 3 / 7 / 14 days
What we’ll need from you
  • Product / service catalog imported with tiered pricing
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Standard · price shared on enquiry
Tentative build time
3–4 weeks, confirmed after your demo
Maintenance & support
Email + WhatsApp within 4h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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