Business management feature
The offer you send a customer: a priced document with line items from your product catalog, a validity date and terms.
When the customer accepts, one click turns it into a Sales Order.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Quotations feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
You fill in the date, the customer, an optional valid until date, the currency, the payment method and free-text conditions. The owner is the responsible rep; the opportunity link ties the offer into the pipeline (filled automatically when the offer is created from an opportunity).
See the fields and stepsConnected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
The offer you send a customer: a priced document with line items from your product catalog, a validity date and terms. When the customer accepts, one click turns it into a Sales Order.
It connects with Sales Order, Construction, Professional Services, Wholesale, how printing works, Companies.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
