> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Glossary

> A complete reference of CPQ terms, Qwoty concepts, and interface vocabulary.

## CPQ Fundamentals

<AccordionGroup>
  <Accordion title="CPQ — Configure, Price, Quote">
    The end-to-end sales process of configuring a product or service offering, pricing it according to business rules, and generating a commercial proposal (quote). Qwoty automates and governs each step of this process.
  </Accordion>

  <Accordion title="Quote / Proposal / Offer">
    A priced commercial proposal sent to a prospect. In Qwoty, a quote is the central object of the sales workflow, progressing through a series of statuses from **Draft** to **Accepted**. Also referred to as *Proposition* or *Offer*.
  </Accordion>

  <Accordion title="Quote Line">
    A single product entry within a quote. Each line includes a product, quantity, unit price, and applicable discount.
  </Accordion>

  <Accordion title="Version">
    A revision of a quote after modification. Qwoty tracks the history of changes to maintain a complete audit trail.
  </Accordion>

  <Accordion title="TCV — Total Contract Value">
    The total value of a contract over its entire duration, including all one-time and recurring charges.
  </Accordion>

  <Accordion title="Win Rate">
    The conversion rate of quotes — the percentage of proposals that result in a signed deal.
  </Accordion>

  <Accordion title="Guided Selling">
    A selling assistant that guides sales reps step-by-step through quote creation: selecting the right template, catalog, pricebook, and products. Reduces configuration errors and speeds up the process.
  </Accordion>
</AccordionGroup>

***

## Quote Statuses

Each quote moves through a defined lifecycle. The main flow is:

```
Draft → Pending Approval → Approved → Published → Pending Signature → Accepted
```

| Status                | Description                                       | Color  |
| --------------------- | ------------------------------------------------- | ------ |
| **Draft**             | Being created or edited                           | Gray   |
| **Pending Approval**  | Submitted for manager validation                  | Orange |
| **Changes Requested** | Edits requested by the approver; returns to Draft | Orange |
| **Approved**          | Validated and ready to publish                    | Blue   |
| **Published**         | Visible to the client in the DealRoom             | Blue   |
| **Pending Signature** | Signature process in progress                     | Blue   |
| **Accepted / Won**    | Signed by the client ✅ — triggers Order creation  | Green  |
| **Expired**           | Validity date has passed                          | Gray   |
| **Lost**              | Declined by the prospect                          | Red    |
| **Canceled**          | Manually canceled                                 | Gray   |

***

## Products

<AccordionGroup>
  <Accordion title="SKU — Stock Keeping Unit">
    A unique identifier for a product or variant. Displayed as the **Reference** field in Qwoty.
  </Accordion>

  <Accordion title="One-time Product">
    A product billed once — e.g., setup fees, hardware purchases, perpetual licenses.
  </Accordion>

  <Accordion title="Recurring Product">
    A product billed at a defined interval — e.g., SaaS subscriptions, annual licenses, maintenance contracts.
  </Accordion>

  <Accordion title="Product Variant">
    A specific version of a product defined by configurable attributes (size, color, tier, etc.). Variants share the same product page but can have distinct prices, images, and characteristics. Qwoty auto-generates all combinations from variant options you define.
  </Accordion>

  <Accordion title="Product Asset">
    A file associated with a product or variant: image, datasheet, video, technical specification. Stored in the **Media Library** and usable in quotes and the DealRoom.
  </Accordion>

  <Accordion title="Bundle">
    A pre-configured pack of several products sold together, with quantities and discounts already set. Reusable in quotes in one click. Example: *Starter Pack = 3 licenses + 1 training session + 1 year support, 15% discount applied*.
  </Accordion>

  <Accordion title="Add-on">
    An optional complementary product that can be added to a main product or quote.
  </Accordion>

  <Accordion title="Product Family">
    A logical grouping of similar products to simplify navigation in the catalog. Configured under **Product Options > Categories**.
  </Accordion>

  <Accordion title="Product Configurator">
    A visual builder for creating configurable products with complex option rules (dependencies, exclusions, constraints). Accessible at `/products/configurator` — Admin only.
  </Accordion>
</AccordionGroup>

***

## Pricing

<AccordionGroup>
  <Accordion title="Catalog">
    A curated grouping of products made available for a specific sales context. Examples: *France Catalog*, *Premium Catalog*, *Partner Catalog*. Linked to one or more pricebooks and assigned to quote templates.
  </Accordion>

  <Accordion title="Pricebook (Price Grid)">
    A price list defining the selling prices of products for a given segment, channel, country, or currency. Two types:

    * **Fixed**: absolute prices per product, indexed on a catalog.
    * **Dynamic**: derived from another pricebook with a multiplier or percentage offset applied.

    Displayed as **Price Grid** in the interface.
  </Accordion>

  <Accordion title="Unit Price">
    The price per single unit of a product. Displayed as **UP** in quote line columns.
  </Accordion>

  <Accordion title="Tiered Pricing">
    A progressive pricing model where each quantity bracket is billed at its own rate. Example: units 1–10 at €10, units 11–50 at €8, 51+ at €6.
  </Accordion>

  <Accordion title="Volume Pricing">
    The unit price is determined by the total quantity ordered and applied to all units. Example: order 50+ units → all units billed at the 50+ tier rate.
  </Accordion>

  <Accordion title="Recurring Pricing">
    Periodic billing at a defined interval (monthly, quarterly, annually). Used for subscriptions and SaaS licenses.
  </Accordion>

  <Accordion title="Unit-Based Pricing">
    Fixed unit price multiplied by the quantity entered in the quote.
  </Accordion>

  <Accordion title="Percentage-Based Pricing">
    Price calculated as a percentage of a reference value (total amount, another product's value, etc.). Suited for service fees, commissions, or proportional surcharges.
  </Accordion>

  <Accordion title="Cost-Based Pricing">
    Price calculated from the cost price with a margin or multiplier applied. Guarantees minimum profitability on each quote line.
  </Accordion>

  <Accordion title="Ramp-up Pricing">
    A progressive pricing plan where price or quantity evolves automatically over time according to a defined schedule. Used for contracts with onboarding phases or progressive commitment tiers.
  </Accordion>

  <Accordion title="Discount">
    A reduction applied to a price. Two modes in Qwoty:

    * **Manual**: the sales rep applies a discount directly on the quote or per line.
    * **Preconfigured**: rules set by admins, activated in one click based on criteria (product type, quote amount, segment, team, payment terms, etc.).
  </Accordion>

  <Accordion title="Guardrail">
    A minimum or maximum constraint applied to prices or discounts to enforce commercial policy compliance.
  </Accordion>

  <Accordion title="Floor (Plancher)">
    The minimum authorized price. A guardrail that prevents selling below cost or below policy thresholds.
  </Accordion>

  <Accordion title="Ceiling (Plafond)">
    The maximum authorized price or discount. A guardrail that prevents excessive discounting or overcharging.
  </Accordion>

  <Accordion title="MRR — Monthly Recurring Revenue">
    The predictable monthly revenue generated by recurring subscriptions.
  </Accordion>

  <Accordion title="ARR — Annual Recurring Revenue">
    The predictable annual revenue generated by recurring subscriptions.
  </Accordion>

  <Accordion title="Margin">
    The difference between the selling price and the cost price. Displayed as a real-time KPI in the quote editor sidebar.
  </Accordion>
</AccordionGroup>

***

## Templates & Configuration

<AccordionGroup>
  <Accordion title="Quote Template">
    The core sales funnel configuration object. A template pre-defines all the rules and resources for a given type of sale: catalogs, pricebooks, allowed discounts, payment terms, payment methods, DealRoom forms, contract templates, content blocks, approval workflow, KPIs, and authorized teams. When a sales rep creates a quote, they select a template that automatically configures all of these elements — ensuring commercial compliance, consistency, and speed.
  </Accordion>

  <Accordion title="Contract Template (Quote Contract)">
    The association between a quote template (sales funnel) and a contract model. Ensures the right contract document is automatically attached to each type of proposal.
  </Accordion>

  <Accordion title="Order Template (Quote Order)">
    Configuration template for orders generated from accepted quotes. Defines the structure and rules of the resulting purchase order.
  </Accordion>

  <Accordion title="Contract Model">
    The actual text of a contract document, enriched with **dynamic variables** automatically populated from quote and client data: `{{client.name}}`, `{{quote.total}}`, `{{start_date}}`, etc. Written once, reused indefinitely.
  </Accordion>

  <Accordion title="Content Block">
    A pre-written, versioned marketing section (company overview, solution description, case study, team introduction, etc.) that sales reps insert into quotes in one click. Blocks are assigned to templates so Qwoty auto-inserts the right content per sale type.
  </Accordion>
</AccordionGroup>

***

## DealRoom

<AccordionGroup>
  <Accordion title="DealRoom / Digital Sales Room">
    The shared online space between the sales rep and the client. A quote must be in **Published** status to be visible in the DealRoom. The client can view the proposal, comment, negotiate, complete the checkout form, and sign — all from a single link.
  </Accordion>

  <Accordion title="Engagement">
    Client interactions tracked within the DealRoom: page views, sections read, time spent, actions taken (form submitted, signed, etc.). Used to prioritize follow-ups.
  </Accordion>

  <Accordion title="Stakeholder">
    A participant on the client side who has access to the DealRoom (viewer, approver, or signer).
  </Accordion>

  <Accordion title="File Sharing">
    Uploading and sharing supplementary files directly in the DealRoom: datasheets, presentations, contractual annexes.
  </Accordion>

  <Accordion title="Checkout">
    The DealRoom step where the client finalizes their order: billing form, shipping form, custom fields, and payment confirmation.
  </Accordion>

  <Accordion title="Customer Portal">
    *(Add-on)* A dedicated space for recurring clients — distinct from the one-time DealRoom. Clients can browse their full history of quotes, orders, and contracts, download documents, and track order status autonomously.
  </Accordion>

  <Accordion title="Automated Reminders">
    Automatic follow-up emails sent to clients when a shared quote has not been viewed or signed after a configurable delay. Reduces lost opportunities without manual action.
  </Accordion>
</AccordionGroup>

***

## Contracts & Signatures

<AccordionGroup>
  <Accordion title="e-Signature (Electronic Signature)">
    Legally binding digital signature integrated directly into Qwoty. Two standards supported:

    * **eIDAS** (European standard, level 1) for European markets.
    * **UETA** (Uniform Electronic Transactions Act) for the US market.

    Two signing modes: **Open** (anyone with the link can sign) and **Restricted** (only named signataries can sign).
  </Accordion>

  <Accordion title="Redlining">
    The process of annotating and proposing modifications to a contract document, typically during negotiation. Available in contract editing mode.
  </Accordion>

  <Accordion title="Order">
    A purchase order automatically generated when a quote reaches **Accepted** status. The order captures the committed products, quantities, and prices.
  </Accordion>

  <Accordion title="Contract (Object)">
    A container that groups all the quotes and orders from the same deal. Provides a unified view of the commercial relationship over time.
  </Accordion>

  <Accordion title="Audit Trail">
    A complete log of all actions and validations performed on a quote, order, or contract. Ensures traceability and compliance.
  </Accordion>
</AccordionGroup>

***

## Subscriptions & Lifecycle

<AccordionGroup>
  <Accordion title="Subscription">
    A recurring engagement between the client and the vendor, billed at regular intervals.
  </Accordion>

  <Accordion title="Renewal">
    The process of extending an active subscription for another period.
  </Accordion>

  <Accordion title="Upsell">
    Selling a higher-tier product or plan to an existing client.
  </Accordion>

  <Accordion title="Cross-sell">
    Selling a complementary product to an existing client.
  </Accordion>

  <Accordion title="Expansion">
    Increasing the scope of an existing subscription (more users, more features, more volume).
  </Accordion>

  <Accordion title="Downgrade">
    Reducing the scope of an existing subscription.
  </Accordion>

  <Accordion title="Co-termination / Co-term">
    Aligning the end dates of multiple subscriptions so they renew simultaneously.
  </Accordion>

  <Accordion title="Churn">
    Customer loss — the cancellation of a subscription. A key metric for recurring revenue businesses.
  </Accordion>
</AccordionGroup>

***

## Approvals & Workflows

<AccordionGroup>
  <Accordion title="Approval Workflow">
    An automated validation circuit triggered when a quote meets certain configurable conditions: high amount, low margin, excessive discount, specific client, etc. The quote is blocked until approved. Prevents non-compliant commercial commitments.
  </Accordion>

  <Accordion title="Approver">
    The person (manager or admin) designated to validate a quote submitted for approval.
  </Accordion>

  <Accordion title="Escalation">
    Automatic forwarding of an approval request to a higher level when the primary approver is unavailable or a threshold is exceeded.
  </Accordion>

  <Accordion title="Workflow & Rules Editor">
    A visual editor for configuring the business rules that govern Qwoty's behavior: approval conditions, association rules (catalog, pricebook, discount), pricing logic. No technical development required.
  </Accordion>
</AccordionGroup>

***

## Organization & Users

<AccordionGroup>
  <Accordion title="Organization">
    The top-level account in Qwoty. An organization contains one or more workspaces.
  </Accordion>

  <Accordion title="Workspace">
    An isolated working environment with its own data, users, and configuration. Multiple workspaces can coexist within one organization (e.g., by country, business unit, or environment).
  </Accordion>

  <Accordion title="Business Unit">
    A legal entity (subsidiary, brand, or company) operating within a workspace. Each Business Unit has its own name, legal information, VAT number, and visual identity (logo, colors, typography) — injected into generated documents and the DealRoom.
  </Accordion>

  <Accordion title="Role">
    Defines the permissions and access level of a user. Qwoty provides four system roles:

    | Role          | Description                            |
    | ------------- | -------------------------------------- |
    | **Admin**     | Full access, system configuration      |
    | **Manager**   | Team management, approvals, reporting  |
    | **Sales Rep** | Quote creation and management, clients |
    | **Viewer**    | Read-only access                       |

    Custom roles with granular permissions can also be created.
  </Accordion>

  <Accordion title="Team">
    A group of users sharing the same access to templates, catalogs, and discounts. Assigning a quote template to a team automatically grants all its members access to the same commercial resources.
  </Accordion>
</AccordionGroup>

***

## Configuration & Settings

<AccordionGroup>
  <Accordion title="Data Model">
    The set of Qwoty data objects (products, clients, quotes, contracts, etc.) and their fields. **Standard** objects are fixed; **Manageable** objects can be extended with custom fields to adapt Qwoty to specific business needs.
  </Accordion>

  <Accordion title="Custom Field">
    An additional field added to a Manageable object to capture business-specific information. Each custom field has a name, an API Name (stable technical identifier), and a data type.
  </Accordion>

  <Accordion title="API Name">
    A stable, immutable technical identifier assigned to objects, fields, roles, teams, and other entities. Used in integrations and the Qwoty API to ensure consistency over time, even if display names change.
  </Accordion>

  <Accordion title="Payment Terms">
    Configurable payment schedules composed of one or more milestones, each with a percentage of the total amount and a due date (e.g., Net 30, 3 installments, payment on receipt). Assigned to quote templates.
  </Accordion>

  <Accordion title="Payment Method">
    The payment modes offered to clients in quotes and in the DealRoom (credit card, wire transfer, direct debit, check, etc.). Each method includes client-facing instructions. Assigned to quote templates.
  </Accordion>

  <Accordion title="Tax">
    Configurable tax rules covering VAT by country, GST, US Sales Tax, eco-taxes, and local taxes. Each tax defines a type, name, country/region of application, and calculation method (percentage or fixed amount).
  </Accordion>

  <Accordion title="Currency">
    Qwoty supports multiple ISO currencies for international quoting. A default currency is set at workspace creation; additional currencies can be enabled. Prices are configured per currency in pricebooks.
  </Accordion>

  <Accordion title="Quote Numbering">
    Automatic quote numbering format configured by combining free text, an incremental counter, and date variables. Example format: `PROJ-YYYY-XXXX`.
  </Accordion>

  <Accordion title="PDF Configuration">
    Settings controlling the layout and formatting of PDF exports generated from quotes and contracts.
  </Accordion>

  <Accordion title="Media Library">
    The centralized file repository for all assets used in Qwoty: product images, logos, datasheets, marketing assets, contractual documents. Organized by category (Product, Content, Contract) and file type.
  </Accordion>
</AccordionGroup>

***

## Integrations & Technical

<AccordionGroup>
  <Accordion title="CRM — Customer Relationship Management">
    A system managing customer relationships and sales pipelines. Qwoty integrates natively with **HubSpot**, **Pipedrive**, and **Salesforce** for bidirectional contact, company, and opportunity synchronization.
  </Accordion>

  <Accordion title="ERP — Enterprise Resource Planning">
    An enterprise management system covering finance, operations, inventory, and more. Qwoty can synchronize product and order data with ERP systems via API or native integrations.
  </Accordion>

  <Accordion title="Bidirectional Sync">
    Synchronization in both directions between Qwoty and a connected system (CRM, ERP): changes in either platform are reflected in the other.
  </Accordion>

  <Accordion title="Webhook">
    An automatic HTTP notification sent to an external system when a specific event occurs in Qwoty (e.g., quote accepted, order created). Configured under Settings > Developers > Webhooks.
  </Accordion>

  <Accordion title="API">
    Qwoty's native REST API exposing all objects. Each object has a UUID (Qwoty identifier) and a stable API Name. Used for CRM/ERP synchronization and advanced automation. Keys and documentation available at Settings > Developers > API.
  </Accordion>

  <Accordion title="CSV Import">
    Upload of CSV files for bulk creation or update of data: products, variants, clients, prices. Enables catalog and client base initialization from existing system exports.
  </Accordion>

  <Accordion title="Marketplace">
    The Qwoty integration marketplace listing available connectors: ERP, accounting tools, payment solutions, communication platforms, and other business applications.
  </Accordion>

  <Accordion title="Inventory Sync">
    *(Add-on)* Stock management module: tracks inventory levels per product and variant, synchronizes with external inventory systems (ERP, WMS), and can condition product availability in quotes based on real-time stock.
  </Accordion>
</AccordionGroup>

***

## Interface Vocabulary

| Term                   | Definition                                                                                               | Location           |
| ---------------------- | -------------------------------------------------------------------------------------------------------- | ------------------ |
| **Dashboard**          | Home page with KPIs and recent activity                                                                  | Home `/`           |
| **Sidebar / Left nav** | Main navigation panel on the left                                                                        | Left of screen     |
| **Header**             | Top bar with primary actions                                                                             | Top of screen      |
| **Breadcrumb**         | Hierarchical navigation trail                                                                            | Below the header   |
| **Quick actions**      | Contextual action buttons                                                                                | Top right          |
| **Filters**            | Search and refinement criteria                                                                           | Above lists        |
| **List view**          | Default table-style display                                                                              | Default            |
| **Kanban view**        | Column-based display by status                                                                           | Toggle option      |
| **KPI**                | Key Performance Indicator — a real-time business metric shown in the quote editor sidebar and dashboards | Sidebar, Dashboard |
| **Quote Insights**     | Real-time client engagement data (DealRoom views, time spent, actions)                                   | Quote detail       |