Qwoty uses three distinct objects to manage the complete sales-to-revenue lifecycle: Quote, Order, and Contract. Each serves a specific purpose in the deal flow, and understanding their relationship helps you structure deals correctly. A Quote represents the proposal, an Order is the commitment to deliver, and a Contract is the legal container that binds them together.Documentation Index
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The three objects
Quote- The customer-facing proposal created by sales
- Contains pricing, products, payment terms, and discounts
- Lives in Draft until published to the Dealroom
- Drives the negotiation and approval workflow
- Status-driven lifecycle from Draft to Accepted
- Automatically generated when a quote reaches
Acceptedstatus - Represents the confirmed purchase and commitment to deliver
- Immutable record of what was sold and at what price
- Used by fulfillment, operations, and finance teams
- Cannot be edited once created
- The legal umbrella grouping related quotes and orders
- Contains one or more quotes for the same customer deal
- Generates the final signed agreement document
- Persists beyond individual transactions for amendments and renewals
- Tracks the customer relationship over time
A single contract can contain multiple quotes—for example, an initial sale, an upsell three months later, and a renewal after one year.
How they relate
When each is created
| Object | Created when | Created by | Purpose |
|---|---|---|---|
| Quote | Sales rep initiates a deal | Manual or API | Propose pricing and terms |
| Order | Quote status changes to Accepted | Automatic | Confirm purchase for fulfillment |
| Contract | Quote is created or linked to existing contract | Manual selection or auto | Group all transactions for one customer deal |
Key differences
Quote
Editable until published You can modify products, pricing, discounts, and terms while the quote is in Draft or Changes Requested status. Once published, you must create a new version or revision. Status-driven The quote moves through a defined lifecycle: Draft → Pending Approval → Approved → Published → Pending Signature → Accepted. Customer-facing Published quotes appear in the Dealroom where customers review, comment, and sign.Order
Immutable Orders cannot be edited after creation. If the deal changes, you issue a new quote which generates a new order. Operations-focused Used by fulfillment, provisioning, and finance teams to execute delivery and recognize revenue. System-generated You never manually create an order—Qwoty creates it automatically when the quote is accepted.Contract
Multi-transaction container One contract holds the full customer relationship, including initial sale, add-ons, renewals, and amendments. Legal document source The contract generates the final agreement PDF using the Contract Model template with variables populated from quote data. Long-lived Contracts persist across multiple deals and can span years, while quotes and orders are transactional.Common questions
Can I have a quote without a contract?
Can I have a quote without a contract?
No. Every quote must belong to a contract. If you don’t select an existing contract when creating a quote, Qwoty creates a new contract automatically.
What happens if a quote is canceled after the order is created?
What happens if a quote is canceled after the order is created?
The order remains in the system as a historical record. Orders are immutable and reflect the state at the moment of acceptance. You may need to issue a credit or reversal quote depending on your process.
Can I manually create an order?
Can I manually create an order?
No. Orders are only created automatically when a quote reaches Accepted status. This ensures data consistency between the proposal and the commitment.
How do I add products to an existing deal?
How do I add products to an existing deal?
Create a new quote within the same contract. The new quote generates a separate order when accepted, but both orders belong to the same contract umbrella.
Do I need separate contracts for renewals?
Do I need separate contracts for renewals?
No. Renewals should be added as new quotes within the existing contract. This maintains a complete history of the customer relationship in one place.
Related
Quote lifecycle
Understand quote statuses and transitions
Contract models
Configure dynamic contract templates
Creating quotes
Step-by-step guide to building a quote
Dealroom overview
Learn how customers interact with published quotes