Quote
The quote is the commercial proposal you build from a template and share with your customer. It holds the products, prices, discounts, taxes, payment terms, contracts, and signature settings, and moves through statuses from Draft to Accepted. See Quote lifecycle. When the customer signs, the quote becomes Accepted and the signed document is available as a PDF. That accepted quote is your record of the deal.Contract section
A contract is a section of the quote, built from a contract model:- Admins create contract models in Content › Contract Models and link them to templates in the Terms tab (Contract & Terms)
- Sales reps find them in the quote’s Contract section, with their contract fields (start date, duration, renewal type, notice)
- Customers read and accept them in the Dealroom under Legal Agreements, then sign the quote
Order numbering
Settings › Workspace › Order lets you define an order numbering format (“Configure Order Numbering”) with the same variables as quote numbering: a counter such as{0000}, and the date variables {YYYY}, {YY}, {MM}, and {DD}.
Qwoty doesn’t create orders from accepted quotes in the app. To process accepted quotes in another system (ERP, billing, CRM), use the integrations or webhooks.
Comparison
Related
Quote lifecycle
Statuses from Draft to Accepted
Add a contract to a quote
Contract sections in quotes
Quote settings
Quote numbering format
Template settings
Terms tab and contract models