Connect
From quote to signed contract, without the paperwork.
Build branded quotations from your product catalogue, get discounts approved, track revisions, and convert accepted quotes into orders and contracts with renewal reminders.
- Branded quotation PDFs
- Discount approvals
- Renewal tracking
What you can do with Quotations, Orders & Contracts.
Branded quotes with approvals and revisions, then orders and contracts.
Product catalogue
Keep products and services with SKUs, categories and prices, with tiered price books and maximum discount limits.
Branded quotations
Create quotes on your letterhead with your logo, footer and reusable terms and conditions, using drag-and-drop PDF templates.
Approval workflows
Send larger discounts or high-value quotes through multi-level approval before they go to the customer.
Revisions
Revise a quote without losing the original. Each revision is tracked and the older version is marked as superseded.
Orders from quotes
Turn an accepted quotation into an order in one step, so nothing is re-typed.
Contracts & renewals
Keep signed agreements with their value and renewal date, and see renewals due in the next 90 days.
Faster quotes, protected margins.
Salespeople can quote in minutes from the catalogue, while discount caps and approvals make sure every deal still makes sense for the business.
- Quotation status and win rate on the dashboard
- Document numbering with your own prefixes for quotes, orders and invoices
- Multi-currency quotes with exchange rates
- Upcoming renewals so recurring revenue is never missed
Quotations, Orders & Contracts, step by step.
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1
Build the quote
Add products, prices, discounts and terms.
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2
Approve
Discounts above your limits go for sign-off automatically.
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3
Send and track
Share the PDF and follow its status: draft, sent, accepted or rejected.
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4
Order and contract
Convert accepted quotes into orders and keep the contract on file.
Quotations, Orders & Contracts questions, answered.
Can quotes use our own branding?
Yes. Quote branding covers your letterhead, logo and footer terms, and quotation templates control the PDF layout.
Can we quote in other currencies?
Yes. Inai Connect supports a base currency plus multiple currencies with exchange rates.
What happens when a quote is revised?
A new revision is created and tracked, and the earlier version is kept and marked as superseded.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Quotations, Orders & Contracts in action.
Book a free Connect demo and we will walk you through quotations, orders & contracts using scenarios from your business.