SalesConnect PRO lets your team create Sales Quotes from a lead, send them to customers for approval, and convert approved quotes into deals. This article covers the full workflow from quote creation through to deal conversion.
Before You Start
- SalesConnect must be active
- SalesConnect PRO must be active
- The user must have access to Sales > Lead Board > Quotes
- Customer or prospect details must exist before a quote can be completed
- Parts, accessories, or stock items must be available in ORION for selection
See [SalesConnect PRO — Overview and Activation] if either add-on is not yet active.
Where Quotes Can Be Created
Sales Quotes can be created from three locations.
From the Lead Details Page
- Go to Sales > Lead Board
- Open an existing lead or create a new lead
- Select the Quotes tab on the Lead Details page
- Click the + icon to create a new quote
From the Sales Dashboard
- Go to Sales Dashboard
- Locate the relevant lead under New Leads
- Open the lead to access the Lead Details page
- Select the Quotes tab
- Click the + icon to create a new quote
From the Quotes Menu
- Go to Sales > Quotes
- Click Create New Quote
Completing the Quote
Once the New Sales Quote screen is open, follow the steps below regardless of how you got there.
Complete the Quote Header
- Review or enter the customer details at the top of the quote
- Add a description or reference for the quote if required
Add Line Items
- Click Add Line
- Select the item type required: Stock/Sales Item, Parts, or Accessories
- Search for the required item and select it from the results list
- Click Select
- Review or update the line details as required
| Field | Description |
|---|---|
| Type | Item type: Stock, Part, or Accessory |
| Code | Item code or part number |
| Description | Item description |
| Quantity | Quantity being quoted |
| NET (List) | Net value |
| Value (Charge) | Total line value |
| Line Discount | Discount applied to the line, where permitted |
- Click Save to confirm the line
- The item appears under Sales Quote Postings
- Repeat for any additional line items
Save the Quote
- Review all line items, pricing, GST, discounts, and totals
- Click Save & Exit
The quote is saved and linked to the relevant lead.
Managing Quote Status
The quote status shows where the quote is in the sales process.
| Status | Meaning |
|---|---|
| Draft | Quote created but not yet sent |
| Sent to Prospect | Quote sent to the customer |
| Approved by Prospect | Customer has accepted the quote |
| Declined | Customer has declined the quote |
| Converted to Deal | Quote has been converted into a Deal |
Sending a Quote to a Customer
- Open the relevant lead and go to the Quotes tab
- Open the quote to be sent
- Click the Email icon
- The Send Email window opens
- Confirm the customer email address
- Review the default email template and make any required changes
- Click Send
The quote status updates to Sent to Prospect.
Note: SMS sending may also be available depending on your configuration.
Customer Approval Process
The customer receives an email containing an Accept/Decline link.
- The customer clicks the Accept / Decline link in the email
- The link opens the Sales Quote Approval page
- The customer selects Accept or Decline
- If accepting, the customer clicks Authorize to confirm
- A quote approved confirmation is displayed
- The quote status changes from Sent to Prospect to Approved by Prospect
Important: The approval link is single-use. If the customer attempts to use an old or forwarded link, the approval may not process correctly.
Converting an Approved Quote to a Deal
Once the quote status is Approved by Prospect:
- Open the approved Sales Quote
- Review the quote details and edit if required
- Click Create Deal
- The Convert Quote to Deal window opens
- Select the appropriate Department
- Click Save
The quote is converted into a Deal and the sales process continues through the normal Deal workflow.
Editing a Quote
Quotes can be edited before customer approval.
- Open the lead and go to the Quotes tab
- Open the required quote
- Make the required changes
- Review totals and line items
- Save the quote
Note: Once a quote has been approved by the customer, editing may be restricted depending on your permissions and configuration.
Permissions Reference
| Function | Salesperson | Manager |
|---|---|---|
| Create Quote | Yes | Yes |
| Edit Quote | Yes, where permitted | Yes |
| Change Quote Status | Limited, configuration dependent | Yes |
| Delete Quote | No | Yes |
| View Own Leads | Yes | Yes |
| View All Leads | No, unless permitted | Yes |
| Override Discount Limits | Configuration dependent | Yes, where enabled |
| Convert Quote to Deal | Configuration dependent | Yes, where enabled |
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