Each row represents one quotation.

1.1 Checkbox
Used for bulk actions such as Bulk Delete.

1.2 Quotation Number
Example:
QT-1 and you also set series like this –> FY-412-2025-26

Notes:

• Series is configurable based on business preference.
• Quotation number is the unique identifier.

1.3 Status Badge
Example:
Draft

Possible statuses:

• Draft
• Sent
• Approved
• Rejected
• Converted

Status affects what actions are allowed.

1.4 Party Name
Customer linked to the quotation.

1.5 Amount
Total quotation amount.
May include GST depending on calculation settings.

1.6 Date
Creation date or quotation date (based on configuration).

1.7. Clicking a Quotation (Preview Behavior)

1.8 What Happens When You Click a Quotation?
A right-side preview panel opens.

1.1 Search (Ctrl + K)

Search Bar
Used to quickly find quotations by:

• Quotation number (example: FY-412-2025-26)
• Party name

Behavior:

• Real-time filtering
• Does not change data, only the displayed list

1.2 Sort Option

Sort Icon

Clicking the Sort icon opens sort options.

Sort By:

• Creation date
• Modification date
• Quotation number
• Due date
• Amount
• Party name

Order:

• Ascending
• Descending

What Happens When Sort Is Applied?

The system:

• Reorders the quotation list
• Does not modify any quotation data
• Only changes the display order

1.3 Filter Option

Filter Icon

Clicking the Filter icon opens a right sidebar.

Filter options can include:

• Person name
• Organization name
• Created date
• Item
• Amount
• Created by
• Country
• State
• City

1.4 When User Clicks Submit

The system:

• Applies filters
• Shows only matching quotations
• Updates the quotation count accordingly

Reset:

• Clears all applied filters

Navigation Path:
Sales Module → Quotation

Page Header Section

Title: Quotations (7)

Shows the total number of quotations in the system.
Updates automatically when a new quotation is created.

Includes all quotation states:

• Draft
• Final
• Sent
• And More

Top Header Section

Deal Name

The primary identity of the deal.

Edit Icon

Enables editing (stage, close date, source, description, etc.).
On save, changes are logged in History.

Copy Icon

Creates a duplicate of the deal.

Stage Button

Shows current stage and allows changes via dropdown.

When stage changes:

• Stage updates immediately
• UI color may change
• Deal moves in Pipeline/Kanban
• History entry is created
• Reports update automatically

Right-Side Buttons

Follow

Subscribes the user to updates such as:

• Stage change notifications
• New activity notifications

Generate Quotation

Auto-generates a quotation.
The generated quotation appears in the Quotation tab.

Left Sidebar – Deal Information Panel

Deal Details (Read-only until edit)

• Name
• Close date
• Source
• Description

Remarks Box

Editable quick-notes field for internal updates. (Type and Auto Save)

Contact Person Details

Shows person and organization data, such as:

• Contact person
• Organization
• Mobile
• Email
• Birth date
• Anniversary
• Incorporation date

If edited here, the Person master record may update (based on your system behavior).

Address Details

Billing and shipping addresses shown.

Other Details

All custom fields shown here.

Core Working Tabs (Right Side)

Tabs available:

• Product Details
• Tasks
• Activities
• Quotation
• Notes
• Docs
• History
• Chat

Product Details Tab

View and manage linked products.

Fields typically include:

• SR No
• Item Name
• Quantity
• Rate
• Amount

Actions:

• Add new product
• Add new row
• Delete row

Total amount is auto-calculated and impacts:

• Deal amount
• Forecasting
• Quotations

Tasks Tab

Shows deal-linked tasks such as:

• Follow-up call
• Send proposal
• Collect documents

Task button creates a task linked to the deal.
Tasks can appear in user dashboards and trigger reminders if configured.

Activities Tab (Detailed View)

Shows:

• All Activities (count)

Filter dropdown:

• All
• Call
• Meeting
• Mail
• Visit

Activity cards will show all these details:

• Type
• Description
• Created by
• Created date
• Status tag (e.g., Log, Held, Call Later, Interested)

Three-dot menu for edit/delete (Permission dependent).

Common Activity Components

Activity subject
Status label (Call Later, Interested, etc.)
Summary/description
Created by / Created at
Filters by activity type

Follow Up vs Log

Follow Up schedules the next interaction.
Log records a completed interaction.

Log a Call fields (example)

Subject *
Contact number
Direction & response * (Incoming/Outgoing)
Date *
Start time *
End time *
Duration * (auto-calculated)
Summary
Attendees
Attachment
Follow-up (optional)
Save

Follow Up a Call fields (example)

Subject *
Contact number
Date *
Time *
Remind me before
Description
Attendees
Save

Log a Meeting fields (example)

Subject *
Link
Date *
Start time
End time *
Duration *
Summary
Attendees
Attachment
Follow-up (optional)
Save

Follow Up Meeting fields (example)

Subject *
Link (optional)
Date *
Time *
Remind me before
Description
Attendees
Save

Communication Button

Options may include:

• WhatsApp
• Email

Depends on integration setup.

5.5 Activity Detailed View Sidebar

Triggered when a user opens a specific activity.

Sidebar Header

View (read-only)

Three-dot menu:

• Edit activity (if permitted)
• Delete activity (if permitted)

Typical fields shown

Activity type and title
Response status (Unheld, Held, Interested, etc.)
Direction
Date/time
Duration
Summary
Attendees
Linked to
Mobile and email
Updated by / Created by

Why it matters

Improves accountability and timeline integrity
Helps managers review activity outcomes and quality
Preserves a non-deniable activity trail

5.6 Quotation Tab

Lists generated quotation files (often PDFs).
Clicking a file downloads or previews it.
Each quotation remains linked to the deal.

5.7 Notes Tab

Internal notes for strategy or comments.
Not visible to the customer.

5.8 Docs Tab

Upload and store deal-related documents:

• Signed agreement
• Proposal copy
• ID proof

Documents remain attached for long-term reference.

5.9 History Tab (Audit Trail)

Tracks all key changes, such as:

• Deal created
• Stage changes
• Close date changes
• Call logs
• Meeting logs

Each entry typically includes:

• Date and time
• User
• What changed

This provides full traceability and prevents silent changes.

5.10 Chat Tab

Available when WhatsApp API integration is active.

5.11 Deal Relationship Model

The Deal is the central entity and links to:

• Person
• Organization
• Products
• Tasks
• Activities
• Quotations
• Documents
• Notes
• History logs

If you want next level refinement (still without changing content), I can:

• Convert this into DocHound-ready hierarchy
• Add anchor-friendly numbering format
• Create Support Quick Navigation version
• Or restructure this into “Issue-based Support Resolution” format

Tell me the next step.

1.1 What is the Quotation Module?

The Quotation Module is used to create and share formal price quotations with customers based on deal and product details. It helps businesses generate standardized quotations quickly, maintain a complete quotation history, and track quotation movement from creation to approval and conversion.

Quotations are typically created after a lead is qualified and converted into a deal, once:

• Product selection is finalized
• Quantity is confirmed
• Pricing is agreed internally
• Commercial terms are clear enough to share with the customer

1.2 Why the Quotation Module is Important

The Quotation Module ensures:

• Professional quotation documents are generated in a consistent format
• Pricing and product details remain structured and traceable
• Quotations are stored deal-wise for future reference
• Teams avoid manual errors and repeated formatting work
• Owners and managers get visibility into quotation activity and pipeline movement

Navigation Path:
Sales Module → Lead → Click on a lead’s name 

1.1 Activity

View Mode

• Displays activity details in read-only mode.
• Three-dot menu for additional actions (based on user permissions).

Activity Information

• Activity title
• Activity type (Log, Follow Up, etc.)
• Description or remarks (if available)
• Follow-up date and time (for follow-up activities)

User Information

• Created By
• Created At
• Updated At

Activity Timeline

• Shows all activities related to the inquiry in chronological order.
• Helps track demos, follow-ups, calls, meetings, and other interactions.

1.2 Tasks Tab

Used to assign tasks related to the lead, such as:

• Send quotation
• Call tomorrow
• Visit warehouse

1.3 Notes Tab

Used for internal notes and future reference.

1.4 Docs Tab

Used to store lead-wise documents:

• Quotation PDF
• Product catalogue
• Agreement copy

1.5 History Tab

Shows complete change history, such as:

• Lead created
• Status changes
• Assigned user changes
• Product updates
• Other modifications

(Also used for transparency and audit.)

1.6 Chat Tab

Used to chat with clients when WhatsApp API integration is enabled.

1.1 When It Appears

Triggered when the user opens any logged activity such as:

• Follow-up call
• Initial call
• Demo meeting
• Visit

1.2 What It Shows

View Mode

• Displays activity details in read-only mode.
• Three-dot menu for additional actions (based on user permissions).

Activity Information

• Activity title
• Activity type (Log, Follow Up, etc.)
• Description or remarks (if available)
• Follow-up date and time (for follow-up activities)

User Information

• Created By
• Created At
• Updated At

Activity Timeline

• Shows all activities related to the inquiry in chronological order.
• Helps track demos, follow-ups, calls, meetings, and other interactions.

1.3 Why This Sidebar Matters

It ensures:

• No activity can be denied
• Managers can review call quality
• Timeline integrity
• Team accountability
• Strong sales tracking discipline

Click on +Create Deal button

Deal Deatils:

Deal Name * (Mandatory)
Defines the deal title.

Examples:

• ABC Pvt Ltd

Used in:

• Deal table
• Search
• Reports
• Activity logs

If empty, the form will not submit.

Stage (Dropdown)
Default: Prospecting

Typical stages:

• Prospecting
• Qualification
• Proposal
• Negotiation
• Won
• Lost

Impacts:

• Pipeline placement
• Reporting
• Forecast probability (if configured)

Source
Origin of deal.

Examples:

• Reference
• Facebook
• IndiaMART

Used in marketing ROI reporting and filtering.

Close Date
Expected closing date.

Used for:

• Forecasting
• Ageing analysis
• Overdue tracking

Remark
Short internal note.
Visible in both:

• Deal Table
• Deal Detail

Description
Long-form deal explanation.
Used for internal understanding and review.
Does not affect calculations.

Contact Details Section

Person Name * (Mandatory)
Dropdown supports:

• Selecting an existing person
• Creating a new person

If new is created:
A Person record is created in the system for future use.

Organization Name (Optional)
Links deal to an organization.
Supports selecting existing or creating new.

Contact Number
Primary phone number.
Plus icon allows multiple numbers.
Stored in Person record.
Used in call logging and communications.

Email
Primary email with option to add multiple.
Used for communication and templates.

Special Date Checkbox
When enabled, shows:

• Birth date
• Anniversary date

These dates are saved in the Person profile and can support reminders and relationship management.

Person Address Details 

Billing Address
Select existing or add new (+ Address).
Stored in the person record.
Can be used for quotation and invoicing flows.

Shipping Address
Select existing or add new (+ Address).
Used for delivery and invoicing contexts.

Product Details Section
This section drives revenue and quotation generation.
Product table fields:

• SR. NO.
• ITEM NAME
• QTY
• RATE
• AMOUNT
• ACTION

How it works:

• Select product from dropdown.
• Add new product instantly via + product / New Product option (if enabled).
• Amount is auto-calculated:
  Quantity × Rate
• New Row adds another product line.
• Delete (trash) removes a row.

Total Amount is auto-summed and becomes the Deal Amount.
Product details support one-click quotation generation.

Recurring Deal Section
Options: Yes / No
If Yes:

• Deal may repeat (if recurring automation is enabled)
• Useful for subscriptions and monthly retainers.

Other Details Section
Displays all custom fields configured by the business.

Business Logic Flow
Create Deal
→ Stage = Prospecting
→ Add Product
→ Schedule Activity
→ Move to Proposal
→ Move to Negotiation
→ Mark Won
→ Revenue booked

Common Mistakes to Avoid
Creating a deal without products
Not setting the close date
Selecting the wrong stage
Creating duplicate Person records
Forgetting to update amount

When multiple deals are selected, a floating bar appears showing:

• Selected count (e.g., “146 Selected”)

Actions:

• Update
• Delete
• Send Template
• Close (X)

Update (Mass Update)
Opens “Opportunities Mass Update” panel with tabs:

Stages Tab
Shows all stages.
Select a stage and submit:

• Stage updates for all selected deals
• Change is logged in each deal’s History

Assigned User Tab
Reassigns selected deals to another sales user.
After submission, all selected deals reflect the new owner.

Delete (Bulk Delete)
Deletes all selected deals.

Send Template
Sends a pre-defined message or email template to selected deals.
Used for bulk communication.

Close (X)
Closes the bulk bar without changes.

Customize Columns Panel
Opens a side panel (e.g., “Customize Columns 31/31”).
Allows toggling column visibility.
Locked columns cannot be removed (e.g., Name, Stage).
Reset to Default restores original columns.
Affects only the user’s view, not global data.

Column-Level Filters

Stage Filter Dropdown (From Column Header)
Filters table by stage.
Does not update deal stages.

Source Filter Dropdown (From Column Header)
Filters table by source.
Does not update deal source.

Page Header & Context Controls

Back Arrow (Top Left)
Returns to the previous module or dashboard.
Does not change any data.

Branch / Company Selector (e.g., “Pandesara – HQ”)
Shows which branch or business data you are viewing.
If changed:

• Deal list refreshes
• Only the selected branch’s deals are shown

Page Title
Deal (146) indicates:

• The total number of deals currently visible
• If filters are applied, the count changes accordingly

Top Action Bar (Right Side)

Search Bar (Press Ctrl+K)
Searches deals instantly.
Supported search fields:

• Deal name
• Person name
• Organization
• Phone

Search affects display only. It does not modify data.

Filter Icon (Funnel)
Opens the filter panel.
Used to filter deals by:

• Stage
• Source
• Date
• Owner
• Amount range

Filters affect display only. They do not edit deal records.

View Toggle
Indicates which view is currently active (Table vs Pipeline).
Switching views changes layout only, not data.

Deal Button
Opens the Create Deal screen.
After submission, the new deal appears in the table.

Deal Table Columns

Checkbox Column
Used to select one or more deals.
When at least one deal is selected:

• Bottom bulk action bar appears.

Header checkbox selects all visible rows.

Name
Deal name (clickable).
Opens the Deal Detail screen.
Sorting controls allow alphabetical sorting.

Person Name
Primary contact linked to the deal.
Not clickable in this view.
Sorting supported.

Organization
Organization linked to the deal (if applicable).
If blank, the deal is treated as an individual deal.

Phone
Contact number for quick reference.

Amount
Expected deal value.
Sorting supported.
Used for forecasting.

Stage
Current pipeline stage (e.g., Prospecting, Won, Lost).
Clicking the stage opens a dropdown.
Selecting a new stage updates the deal stage.

Created At
Deal creation date.
Used for ageing analysis.

Source
Origin channel (e.g., Reference, Facebook).
Dropdown can be used for filtering.

Remark
Short internal note visible directly in the table.
Helps provide context without opening the deal.

Row Action Menu (⋯ Three-Dot Menu)
When opened, the actions may include:

• View
• Edit
• Duplicate
• Call
• Meeting
• Visit
• Delete

View
Opens Deal Quick View.
Read-only.

Edit
Opens Edit Deal form.
Allows updating:

• Stage
• Amount
• Close date
• Product
• Contact
• Source
• Other deal fields

After saving, the table updates immediately.

Duplicate
Creates a copy of the deal:

• Same details
• New ID
• Stage may reset to default

Used for repeat deals.

Call / Meeting / Visit
Opens the respective activity logging panel linked to the deal.
After saving, the activity appears in the deal’s Activities.

Delete
Deletes the deal (usually requires confirmation).
After confirmation, the deal is removed.