Platform
Coordinate category quotes from one place
Build, track, and coordinate quotes from the same platform that holds the registered opportunity and account context.
Module role
What this controls
Quoting across suppliers means juggling portals, PDFs, and version chaos. The quote that wins gets buried in an inbox.
Quotes attached to the deal
Capability
Every quote lives on the opportunity it belongs to. Pricing history and the final pick stay with the record.
Shareable quote links
Capability
Share structured quote options without turning the deal record into a detached spreadsheet attachment.
Status you can track
Capability
See which quotes are draft, sent, or accepted across your whole pipeline.
Straight path to order
Capability
Accepted quotes carry into order creation. No re-entering the deal.
How it works
The workflow
- 01
Open a quote on a registered opportunity.
- 02
Add the supplier options and pricing under consideration.
- 03
Share the quote package and track acceptance status.
- 04
Convert the accepted quote into an order on the same record.
Related
Works together with
Pipeline management
Connected module
Registered opportunities sit in a stage-based pipeline that authorized users can review and update as work advances..
Supplier catalog
Connected module
Browse available categories and product lines inside the platform workflow, organized for partner-led opportunity planning..
Deal registration
Connected module
Register once and keep the partner, account, and opportunity context connected through quote requests, ordering, and commission administration..
Start with one registered deal.
Apply, create your partner account, and run the first registered opportunity through one operating system.