Sales & Quoting
Build a clear route from opportunity to quote, then hand the winning quote into your accounting workflow.
Keep track and manage your prospects as they progress through each stage of your sales process. The Sales Pipeline provides a clear view of sales opportunities by stages. Use the drag-and-drop interface to move sales opportunities to the next stage and easily schedule activities to convert prospects into customers.
Joseph is interested in our services. SD Supplies is a good fit for our premium plan.
Signed up for a free 15-day trial
Signed up for a 15-day trial
Opportunity linked to our email marketing campaign. The lead is a warm referral.
Emma would like to upgrade to our premium plan
Enquired about our services. Opportunity linked to campaign
Mina is interested in our product and is scheduled for a demo next week.
Interested in the software product. Opportunity linked to email campaign.
Opportunity linked to campaign
Every tenant starts with the simplest sales pipeline: gather requirements, issue the sales quote, negotiate a close. Add the stages your process needs — a measure or configure stage before quoting, say — and create more pipelines for processes that run differently, such as government tenders or delivery and installation after the win.
A pipeline is for a qualified lead with a sale in view. Qualifying happens before the pipeline — an email sequence after the web form, or a call from your sales development rep — and leads that aren't ready don't sit in a pipeline going stale. They're tagged by how warm they are and enrolled in a matchingemail sequence until they're ready.
Configure your sales pipeline stages — as many as your process needs — and assign a probability to each to forecast sales revenue. Closing is never a stage. When you close an opportunity you record the outcome, Won, Lost or No Sale, and why: lost to a competitor on price or delivery time, or no sale because the budget wasn't there.
The Sales Pipeline provides a visual summary of where your prospects are in the sales process. You can monitor opportunities by Days Open or Days in Stage and schedule a prompt follow-up activity to prevent stale or neglected opportunities.
Visual indicators can also help you identify opportunities with upcoming calendar events or tasks, no activity and overdue tasks that require attention.
Joseph is interested in our services. SD Supplies is a good fit for our premium plan.
Signed up for a free 15-day trial
Signed up for a 15-day trial
Opportunity linked to our email marketing campaign. The lead is a warm referral.
Mina is interested in our product and is scheduled for a demo next week.
Requested a call back about the annual plan
Use filters to sort opportunities and plan your next activity. You can sort by Next Activity date, Estimated Close Date, Days in Stage, Days Since Last Activity and the Amount.
Change a quote and it keeps its number and increments the revision. v1, v2, v3 all live under the one quote, so you and the customer always know which version is which. When the customer decides, flag the winning revision in a click.
Start any new quote from an existing one as a template. For customers who buy again and again, requoting is seconds — not a rebuild from scratch.
For Xero, push the winning quote revision to accounting as a draft invoice. For MYOB Business, push it as a sales order, and for QuickBooks Online as an estimate. Your books remain the record for invoices, payments and stock.
See product cost and margin alongside each quote line. Costs and Margins are visible only to people with the appropriate permissions.
Edit Quote
HNN Business Consultants · Mina Lockman
| Part no. | Description | Qty | Unit price | Cost* | Margin* | Net total |
|---|---|---|---|---|---|---|
| SOL-3800 | Site survey and design | 1 | $1,800.00 | $900.00 | 50% | $1,800.00 |
| INV-8KW | Hybrid inverter 8 kW | 2 | $3,950.00 | $2,600.00 | 34% | $3,950.00 |
| BAT-13 | Battery module 13.5 kWh | 1 | $6,200.00 | $4,100.00 | 34% | $6,200.00 |
Thank you for the opportunity to quote.
Installation scheduled after site approval.