Deals and quotes

Carry a verified customer need from an owned deal into a controlled buyer decision.

Expected outcome: The deal, approved offer, effective quote state, and next action remain connected and understandable.

1. Connect commercial work instead of recreating it
A quote should express the deal the team has qualified—not start a separate version of the truth.

2. Confirm the customer need and buying context
Review the customer record, recent conversation, stakeholders, intended outcome, and evidence behind the opportunity.
Review point: A deal represents a customer decision, not merely a forecast row

3. Create or update the deal with one next action
Keep stage, owner, value, close timing, priority, and follow-up aligned with what the customer has actually done.
Review point: Stage movement must follow evidence

4. Choose governed catalog and pricing records
Reuse approved products, services, currency, tax, unit, and pricing where possible. Explain any custom commercial line.
Review point: Consistent catalog inputs make quotes comparable

5. Create the quote from verified context
Select the recipient, connect the deal, add line items, set validity, and review buyer options and presentation.
Review point: Complete the buyer and offer basics first

6. Resolve every send-readiness check
Verify recipient, currency, quantities, discount, tax, totals, terms, expiry, numbering, branding, and required approval.
Review point: The published version becomes buyer and PDF evidence

7. Verify the buyer-facing state before sharing
Open the secure page and confirm whether the offer is active, expired, superseded, voided, or archived. Share only the current active version.
Review point: An archived offer must not be shared as active

8. Create the next action from the quote state
If a response is still awaiting, assign follow-up. After acceptance, questions, rejection, or expiry, update the deal and handoff from verified evidence.

This silent visual walkthrough was screen-recorded from the sanitized Acme Retail demo workspace. Follow the linked written guide for exact prerequisites, role boundaries, edge cases, and recovery.