Guides · Quote to cash
The latest quote is not in a thread called final_v7.
When the PDF lives in email, nobody can say whether it was accepted. Someone types an order by hand. Invoices wait on a person who is on leave. That is not a documentation problem. It is a missing record.
What a quote is for
A quote is a commercial promise: these line items, this price, this expiry, this company. If that promise is only a Word file, the opportunity board is decorating. The real system is whoever has the latest attachment.
Saleslox Professional keeps quotes on the deal: send, mark accepted, generate order. Enterprise continues to invoice. The PDF the client sees is generated from the same line items the salesperson edited. Product tour: quote to cash.
The four-step motion
- Start from the opportunity. If you cannot name the deal, you should not be sending prices. Capture the company and the card first — even a thin card beats a rogue document.
- Pull products from the catalogue. Typed-in mystery SKUs are how discounts appear that nobody approved. The catalogue is slower the first week and faster every week after.
- Send the PDF from the record. Versioning is “this quote, this status,” not “_final_FINAL2.” The customer can still download a PDF. You can still see it next to the pipeline card.
- Accepted means generate order. Do not retype. Retyping is where quantities drift and finance starts a second spreadsheet.
Screenshot from the Enterprise Plan
Expiry is a stall signal
A sent quote that sits past expiry is a stalled deal wearing a document. Put expiry on the quote and treat “expired, still open” as an aging event, same family as silent opportunities. Follow up or withdraw. Do not let dead paper inflate pipeline.
Templates beat last quarter’s letterhead
If every quote starts from a salesperson’s pet Word file, your company has as many brands as it has closers. A quote template (logo, terms, tax) means the PDF matches the line items. Professional includes quote and order templates for that reason.
What about “we only send a few quotes”
Then you especially cannot afford a scavenger hunt. Low volume is not an argument for chaos; it is an argument for a short, strict path. Ten quotes a month with a clean accepted→order trail beats two hundred attachments nobody can audit.
Do this on the trial
Pick one live deal. Recreate the current quote on the opportunity. Send it (or mark sent if it already went out). When it is accepted, generate the order. If that path is shorter than hunting the file, keep the product. Setup: first week. Trial: 30 days of Pro, no card.