Sales, Quotes & Order-to-Cash

3. Quotes

Turning interest into a formal offer

Quotes, on the QuotesPage, cover quote creation, negotiation, and sending the quote to the customer. A quote is the formal commercial offer that an opportunity produces, and SamvraCore supports it from drafting through to delivery to the customer.

Two concrete details stand out in the quote handling:

• Valid-until date — a quote is sent to the customer with a validity date, setting a clear expiry on the offer.
• Contact-email auto-population — the customer contact email is populated automatically, reducing manual entry when the quote is sent.

The quote lifecycle supports negotiation, acknowledging that an initial offer is often revised before a customer accepts. Once a customer agrees, the quote becomes the basis for a sales order, which is where the commercial agreement turns into fulfilment.

A typical flow is: create the quote from an opportunity, refine it through negotiation, and send it to the customer with a valid-until date and the contact email already filled in. If the customer accepts, the quote is converted into a sales order so that the agreed products, prices, and terms carry forward. This conversion is the bridge between the CRM-style selling activity and the order-to-cash process.