Quote preparation
Build customer quotes with line-level quantity, pricing and tax information.
Sales application
GLOBAL AI SAAS / Quotes
Quotes
Prepare customer quotes that can continue into the sales workflow.
Quotes supports customer selection, line items, quantities, pricing, tax rates and quote totals. Accepted commercial work can continue into a sale instead of being re-entered.
Product UI preview
CustomerLinked
LinesStructured
Next stepSale
Work itemContextStatus
Q-0001Customer quote with line itemsDraft
PricingQuantity, unit price and taxCalculated
ConversionContinue into SalesReady
ACTUAL WORKSPACE CAPABILITIES
What Quotes does inside GLOBAL AI SAAS.
These capabilities describe the application implemented in the GLOBAL AI SAAS workspace, not a generic software demo.
Customer and product context
Work from the same customer and product records used elsewhere in the platform.
Quote-to-sale flow
Move an approved quote into the sales workflow while preserving context.
CONNECTED WORKFLOW
How the work moves.
The application is part of a shared company platform, so records can continue into related workflows instead of being recreated in separate systems.
- 1Choose the customer
- 2Prepare quote lines
- 3Review the commercial total
- 4Convert the quote to a sale
QUOTES
Put this workflow inside one connected company platform.
Start with the applications your team needs and expand as the operation grows.
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