Incep Digital
GuidesIncep CRM handbook
Money4 min read

Quotes and contracts

Quotes are what you offered. Contracts are what was signed. Both attach to an opportunity so the paperwork sits beside the deal it belongs to.

Quotes

/dashboard/quotes

A quote is priced against an opportunity, so open the opportunity first. Each quote carries line items, a total and a status as it moves from draft to sent to accepted.

Contracts

/dashboard/contracts

Record what you agreed and against which deal, with a status tracking it through signature. Keeping the terms next to the money is the point.