Deal workflow

Learn how to create, estimate, price and present a deal from start to finish. This guide walks through each step of the workflow, from initial setup through to approval and customer delivery.

Manage deals from draft to closure with clear stages, approvals and permissions. Learn how statuses, the actions that move a deal between them, and who can take each action help govern and track every opportunity.

Group the alternative deals you price for one piece of work into an opportunity. Each deal is a variant, and your pipeline counts the opportunity once.

With deal versions, you can keep track of changes and compare different iterations of a quote.

Learn how to update deals and keep them in sync with your space

Ask an AI assistant about your deals, and have it make the changes you approve