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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.

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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
Order
  • Automatically generated when a quote reaches Accepted status
  • 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
Contract
  • 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.

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How they relate

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When each is created

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Key differences

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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.

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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.

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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.
Deleting a contract does not delete its quotes or orders—they become orphaned. Reassign quotes to a different contract before deletion.

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Common questions

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.
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.
No. Orders are only created automatically when a quote reaches Accepted status. This ensures data consistency between the proposal and the commitment.
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.
No. Renewals should be added as new quotes within the existing contract. This maintains a complete history of the customer relationship in one place.

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