Overview
Create quotes with negotiated pricing, route for approval, then convert to orders with terms.
Problem
Spreadsheets and emails create errors, no audit trail, and slow approvals.
Solution
OrderFlow’s quotes module adds pricing overrides, approval thresholds, expiry and a one-click “Convert to order” flow.
How it works
Draft a quote, apply discounts or net terms, submit for approval, then convert to an order that preserves the quote trail in timeline.
Who is this for
Sales Ops
Account Manager
Finance
Expected outcomes
- Faster approvals with clear audit
- Higher win rates on negotiated deals
Key metrics
Quote approval SLA
Baseline
48 hours
Target
8 hours
Quote→Order conversion
Baseline
32 %
Target
55 %
Gallery
Downloads & templates
Case studies
IndustrialCo shortens sales cycle
Approvals down to same-day; audit satisfies procurement.
Manufacturing Enterprise APAC
Security impact
- Quotes, pricing, company contacts · PII: business contacts
Compliance
- SOC2
- GDPR (B2B data)
Availability & next steps
Pro
Enterprise