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PRESHaiPRESHaiPRESHos Platform

Quotes

Quotes are the tenant’s sale paperwork: guided create builds the quote, the lifecycle carries it to the customer, approvals gate it per deal type. Work quotes where they live — pipeline conversation in side channels drifts from the record within a week.

Guided create and lifecycle

Section titled “Guided create and lifecycle”

Guided create builds the quote step by step: deal, line items, terms. The lifecycle after that is draft → approval → sent → accepted — read the quote’s state, not the thread around it. Treat the product UI as the source of truth for the exact states and transitions your tenant offers.

Approvals and the deal Quote tab

Section titled “Approvals and the deal Quote tab”

Each quote inherits its approval gate from its deal’s type — see Deal types. The deal carries a Quote tab with the quotes raised against it; the tab is the record of what was quoted, not the email that sent it.

  • Quotes prefer HTML+PDF: render the quote as HTML, print to PDF with browser__pdf, inspect the result before publishing. See Documents PDF.

What next

Section titled “What next”