1. Quote
Professional: line items from the catalogue, expiry, status. Print preview and PDF so the customer sees what you saved.
Quote to cash
If the quote lives in email, you do not have quote-to-cash. You have folklore.
The painful version: a Word file, a PDF in chat, an order typed twice, an invoice that waits on whoever “owns numbering.” Saleslox keeps the commercial trail on the deal — send, accept, generate order, invoice on Enterprise, documents from templates.
Screenshot from the Enterprise Plan
Screenshot from the Enterprise Plan
2. Accept → order
Mark accepted, generate order from that quote. No standalone mystery order with no commercial parent.
3. Invoice
Enterprise adds invoices on the same motion. Starter teams still get the board; finance-ready cash sits on the top plan.