Quotes & Proposals
Quotes & Proposals#
The Quote Builder lets you assemble professional proposals directly from your product catalog without leaving Coeffection. Each quote is linked to an opportunity and a contact. When a quote is accepted it automatically advances to the contract stage, kicking off the Quote-to-Cash workflow.
Quotes support line items, quantity discounts, manual override pricing, tax rates, and multi-currency. Each line item pulls from the product catalog and respects effective-dated pricing — so if a price changes next month, existing quotes are not affected. A beautiful PDF is generated automatically and can be emailed to the customer directly from the quote record.
Quote Builder — QT-2024-0089
QT-2024-0089
Enterprise Platform — TechBridge Inc.
Valid until May 15, 2024
| Product | Qty | Unit Price | Discount | Total |
|---|---|---|---|---|
| Platform License | 50 | $150.00 | 10% | $6,750.00 |
| Implementation Services | 1 | $12,000.00 | 0% | $12,000.00 |
| Priority Support | 1 | $5,000.00 | 15% | $4,250.00 |
Subtotal$23,000.00
Discounts–$2,000.00
Tax (8%)$1,680.00
Total$22,680.00
- 1Open an Opportunity and click "Create Quote" from the Related section.
- 2Add line items by searching the product catalog.
- 3Adjust quantities, apply discounts, and set the quote expiry date.
- 4Preview the PDF to check formatting.
- 5Click Send to Customer — the system emails the PDF and creates a tracked link.
- 6When the customer accepts, click Accept Quote which transitions to Contract.
⚠
Discounts above the threshold configured for your role require Manager approval. The quote will show an Approval Required badge until a Manager approves or adjusts the discount.