Products, Quotes & Orders
The selling side of the CRM connects a catalog to the deals you close.
Products
The product catalog holds the things you sell — names, descriptions, and pricing — so quotes and orders draw from a single, consistent source rather than free-typed line items.
Quotes
A quote assembles catalog products into a priced proposal tied to an opportunity, account, and contact. Quotes let you put a concrete number in front of a prospect and track which version they accepted.
Orders
When a quote is accepted, it becomes an order — the record of what was actually sold. Orders close the loop from opportunity → quote → order, so revenue is captured against the deal that produced it.