A deal from requirements to customer quote

On a deal's page you can run the whole process: add the requirements, ask suppliers for quotes, compare and award the quotes that come in, set your markup in the Deal Composer, and finally prepare a quote for the customer. Several steps offer AI suggestions.

Open the deal from CRM → Opportunities: click its card, then Open. The steps are laid out one below the other on the page.

1. Requirements – break the work down into items (for example venue, catering, tech). Add them by hand, from a template, by copying them from an earlier opportunity, or from AI suggestions.
2. RFQs – with New RFQ you ask suppliers for quotes by email. Suppliers enter their prices through a link, without logging in. A quote you received by phone or email can be recorded by hand on the requirement's row.
3. Compare and award – on the requirement's row, open Compare Quotes and click Award on the quote you choose.
4. Deal Composer – awarded items land here with their purchase price. Add your own items and set the markup. The system works out the selling price and the margin, and warns you if the deal goes over budget or the margin is too low.
5. Quote for the customer – on the deal page, Actions → Quote creates a draft quote at the deal's value. For an itemised quote, use Quotes → New Quote and link it to the deal in the Opportunity field.

AI help: requirement suggestions based on the deal description, target price estimates, supplier suggestions and ideas for staying within budget.