You don’t need to know every entity to start using Qwoty. This page is for admins and technical leads who want to model their business correctly from day one.
The five domains
Qwoty’s data model is organized around five functional domains. Each domain owns a set of entities, and together they form the backbone of every deal you run.Workspace & users
Your organisation, workspaces, teams, users, and the settings that apply everywhere: currencies, taxes, business units.
Catalog & pricing
What you sell and how you price it: products, catalogs, bundles, pricebooks, discounts.
Customers
Companies you sell to and the people inside them: accounts, contacts, addresses.
Template & sales configuration
How a quote is pre-configured: templates, payment terms, contracts, approval workflows.
Sales cycle
The deal itself: quotes, line items, dealrooms.
How the domains connect
Here’s a simplified view of how data flows from your workspace setup all the way to a signed deal.Key relationships to remember
Four relationships drive almost everything in Qwoty: A Template bundles your sales configuration. When a sales rep creates a new quote, the Template they pick pre-configures the Catalog, Pricebook, Payment terms, Contract, Approval workflow, and Discount rules. One click replaces dozens of manual selections. A Customer can have its own Catalogs, Pricebooks, and Templates. You link them in the Linked Resources of a Customer or Customer Segment. The Association Resolution Mode (Settings › Workspace › Quote) decides how these combine with the Template: Inclusive combines all levels, Exclusive keeps only the first configured level (Customer → Customer Segment → Template). A Quote is composed of Line items. Each Line item links to one Product and one Price. The Price comes from the Pricebook selected at quote creation. A Dealroom is the customer-facing view of a Quote. Sharing a quote publishes it to its Dealroom, where the buyer can review, accept the contract, and sign. One Quote has one Dealroom.Explore each domain
Workspace & users
The Workspace is the container for everything you sell and quote in Qwoty. An Organisation can hold several workspaces. The workspace defines the currencies you operate in and the taxes you apply. Users are grouped into Teams, and quotes are issued by a Business unit (the seller entity, with its address and Brand Kit).Catalog & pricing
This domain describes what you sell and at what price. A Catalog groups your Products. Each Product has one or more Prices, organized into Pricebooks: for example, one Pricebook per customer segment or geography. A Bundle is a ready-made set of Products that reps import into a quote. Discounts can be applied on top of prices.Product variants are not shown as a separate entity in this model. Each Product has at least one variant, and variants are generated from the product’s variant options.
Customers
Customers are the companies you sell to. Each Customer has one or more Contacts (the people you email and invite to Dealrooms), plus billing and shipping addresses used on quotes.Template & sales configuration
A Template is the single most important object for admins. It bundles everything a quote needs: which Catalogs and Pricebooks apply, which Payment terms, which Contract models, which Approval workflow, which Forms the buyer fills in, and which PDF layout. Sales reps pick a Template at quote creation and the rest is pre-configured.Sales cycle
The sales cycle is where deals actually happen. A Quote is created for a Customer using a Template. It contains one or more Line items — each tied to a Product and a Price. Once shared, the Quote becomes visible to the buyer through a Dealroom, where they can review and sign.What’s not in this model
Qwoty doesn’t manage orders, invoicing, or accounting. When a quote is accepted, you can pass it downstream to your CRM, billing, or accounting tool through integrations or webhooks.Next steps
Set up your workspace
Create your account and workspace before importing data.
Create your first catalog
Start modeling what you sell with products and categories.
Understand Templates
Learn how Templates bundle catalog, pricebook, and contract configuration.
Quote lifecycle
Follow a quote from draft to signed deal.