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Quote-to-Order Workflow

Metadata​

FieldValue
PhasePhase 4a (Tier 1)
FWCR CategorySales & CRM
OwnerProduct Team
Status⚪ Planned
Linear:BAY-21

Overview​

Create professional quotes that automatically convert to orders when accepted, eliminating data re-entry and speeding up the sales cycle.

Actors​

RoleDescription
Sales Rep/OwnerCreates and sends quotes
CustomerReviews and accepts quote
SystemConverts to order, notifies team

Preconditions​

  • Product catalog configured
  • Pricing rules set up
  • Customer master ready

Postconditions​

  • Order created from quote
  • Invoice auto-generated
  • Inventory reserved (if applicable)

User Flow​

  1. Create quote with products/pricing
  2. Send to customer (email/PDF)
  3. Customer accepts via link
  4. Auto-convert to sales order
  5. Auto-create invoice
  6. Notify sales team

Acceptance Criteria​

#CriteriaTarget
1Quote conversion rate85%
2Auto-conversion success100%

AI Features​

  • Pricing suggestions based on customer history
  • Template optimization for conversion
  • Next-best-offer recommendations

Metrics​

MetricTarget
FWCR85%
Quote-to-Order timeunder 5 min

Status: ⚪ Planned Last Updated: May 2026