Total Quotes
1
All quotation records
Draft Quotes
0
Quotes still being prepared
Sent Quotes
1
Client-facing quotes
Accepted
0
Approved client quotes
Quote Pipeline
Manage quote lifecycle and client acceptance links.
| Quote | Client | Status | Total | Public | Action |
|---|---|---|---|---|---|
| QN-DEMO-001 |
Demo Client client@example.com |
SENT | USD 1,250.00 | Preview | Open |
AI Quote Intelligence
QuoteNow AI helps optimize pricing, proposal language, and conversion probability.
Quote Engine: Operational
Workflow
Create Quote
Prepare itemized pricing and client details.
Step 1
Send Preview Link
Client opens public quote approval page.
Step 2
Generate Invoice
Accepted quote becomes invoice-ready.
Step 3