The quote-to-revenue flow
A Template defines the starting configuration for a Quote. The Quote goes through approval if required. Sharing it publishes it to a Dealroom, where the buyer reviews the offer, accepts the contract, and signs. Once signed, the Quote isAccepted.
Core concepts
Catalog
A Catalog is a group of products available to sell. You create separate catalogs to reflect different markets, regions, or business units — for example, “France Catalog” or “Enterprise Software.” Catalogs define what your reps can sell. Pricing is handled separately in a Pricebook.Product and variant
A Product is an item, service, or subscription in your catalog. Variants let you define different configurations of the same product — such as different sizes, durations, or tiers — without creating separate products for each.Bundle
A Bundle is a pre-built set of products that reps import into a quote in one go. Bundles simplify quoting for common product combinations.Pricebook
A Pricebook is a price list applied to a catalog. You can maintain multiple pricebooks for the same catalog — for example, one per customer segment, region, or channel. A Quote uses exactly one Pricebook. Products not listed in that Pricebook won’t appear when building the Quote.Template
A Template is a sales configuration that combines catalogs, pricebooks, payment terms, contract models, and an approval workflow into a reusable starting point. Reps select a Template when creating a Quote — it sets the rules for the entire deal. Templates are the primary tool for standardizing your sales process across products, regions, or customer types.Quote
A Quote is a priced proposal sent to a customer. It lists selected products and variants, applies the Pricebook, and carries the payment terms and contract model from its Template. Quotes move through a defined set of statuses fromDraft to Accepted. See Quote statuses below.
Approval workflow
An Approval Workflow is a set of rules that determine when a Quote needs validation. Rules trigger on conditions such as margin, total, or discount, and route the Quote through one or more approval stages. Approval workflows protect margin and ensure commercial policy is enforced consistently.Dealroom
The Dealroom is the client-facing space where buyers view the quote, fill in their information, accept the contract, and sign. It replaces static PDF attachments with a live, interactive page.Contract model
A Contract Model is a reusable legal document (terms and conditions, service agreement) that you add to a Quote. Variables inserted from the editor’s variable menu, such as the customer name, are filled with live quote data. In the Dealroom, the buyer reads and accepts the contract before signing.Quote statuses
Dive deeper
User guide: Quotes
Statuses, approval flows, and quote management in detail
User guide: Catalog
Products, variants, bundles, and pricebooks
User guide: Templates
Configure your sales funnels
User guide: Dealroom
The buyer experience from sharing to signature