M-11 · Revenue & Sales

Sales quotation and pipeline management

Deliver error-free price quotes in minutes and close deals with e-signature

Scope this module Book a consultation

Typical timeline: 4–6 weeks
Core team: Sales Systems Specialist, Full-Stack Developer
Primary platforms: Odoo Sales · Zoho CRM & Books · Salesforce CPQ
Method: IDEA · D-01 to A-02

Why the current way breaks

What this looks like on a normal Tuesday

Sales proposals take 4 days to assemble and often contain outdated pricing or margin calculation errors.

Deals cool off and customers accept competitor bids.

What we build

Engineered capabilities, not generic templates

C-01

Interactive CPQ Proposal Portal

Customers view, customize optional add-ons, sign legally binding contracts, and pay initial deposits online.

Technical detail

Client portal with Stripe / DocuSign integration, dynamic margin validator.

Templated

Multi-line quotes

Built from the price list and discount rules, not from scratch.

Tracked

Quote status to signature

E-sign and follow-up reminders in one place.

We measure your baseline in discovery and report against it. No borrowed percentages.

Automation built in

Workflows that run on top of this module

Proposal Viewed → Real-Time Sales Rep Alert

When a high-value prospect opens a quote link, the assigned sales rep receives an instant alert with page-by-page read telemetry.

S1 · Trigger Client Opens Quote Link
S2 · AI step Buyer Engagement Scoring
S3 · Notification Slack / SMS Rep Notification
S4 · System Auto Follow-Up Task Scheduled

Event-driven trigger with retry queue · human sign-off where set

Services

What we offer for Sales & Quotation

Buy one service or the whole set. Each card links to the page that covers it in depth.

Process mapping How Sales & Quotation work runs today, including the spreadsheets nobody mentions. Configuration Sales & Quotation set up on the platform that fits, standard features first. Data migration Existing Sales & Quotation records cleaned, de-duplicated and moved. Integrations Sales & Quotation connected to the tools that stay. Automation The repetitive Sales & Quotation paperwork automated, with approval gates. Training Role-based training and recorded guides for Sales & Quotation users. Support Fixes and improvements after go-live.

Approach map · Business systems implementation

How a Sales & Quotation project runs, week by week

Open any stage to see what we do, what you receive and what we need from you.

We sit with the people doing the work and map how orders, stock and money actually move today, including the spreadsheets nobody mentions in the first meeting.

What happens

Process walk-throughs with key users
Inventory of every data source
Quantifying where time is lost

What you get

Current-state process map
Data source and quality audit
Scope baseline

What we need from you

Sample invoices, orders and spreadsheets
Two-hour interviews with each department lead

Risk handled

Critical spreadsheets that management does not know staff rely on.

We design the data model, roles, approval rules and integrations on paper before anything is configured.

What happens

Data model design
Chart of accounts review
Approval matrix design

What you get

Solution blueprint document
Role-by-role screen wireframes
Data dictionary

What we need from you

Sign-off on the chart of accounts and permission structure

Risk handled

Sales and warehouse asking for conflicting things mid-build.

We provision environments, configure the standard modules to the blueprint, and build any approved extensions.

What happens

Environment setup and hardening
Module configuration
Approved custom development

What you get

Working staging environment
Configured modules matching the blueprint

What we need from you

Tax settings, bank details and branding assets
Named admin users

Risk handled

Configuration drifting away from what was agreed in the blueprint.

We extract customers, vendors, products and balances from your current tools, remove duplicates and load trial datasets you can check.

What happens

Migration scripts
Duplicate detection
Trial balance reconciliation

What you get

Staging database loaded with cleaned data
Reconciliation sheet

What we need from you

Decisions on flagged duplicates
Lists of inactive products and customers to archive

Risk handled

Bad legacy data being carried into the new system on day one.

We connect the system to the tools that stay: banks, e-commerce stores, payroll, shipping and anything else agreed in the blueprint.

What happens

API and webhook connectors
Error handling and retries
End-to-end integration tests

What you get

Tested integrations in staging
Integration runbook

What we need from you

API credentials and vendor contacts for connected systems

Risk handled

Silent sync failures that nobody notices until month-end.

Your staff test real scenarios in staging and learn the system role by role, with recorded guides they can return to.

What happens

Role-based training sessions
Scenario testing
Fix sprints on UAT findings

What you get

Signed UAT test matrix
Recorded training library

What we need from you

Key users available about four hours a week for testing

Risk handled

Staff meeting the system for the first time on go-live day.

We freeze the old system, move the final changes across, verify opening balances and switch over, usually across a weekend.

What happens

Final delta migration
Opening balance verification
Hardware and scanner checks

What you get

Live production system
Signed cutover checklist

What we need from you

A data-entry freeze on the old system at an agreed time

Risk handled

Downtime during trading hours.

The team that built the system stays on it after go-live: fixing issues on the day they surface, adjusting screens staff struggle with, and sitting with finance through the first month-end close.