Quotation & Payment Plan Approval - All Features

Quotation & Payment Plan Approval

Price, negotiate, and lock in every deal — before a contract is signed.

Complete Quotation Control

From first offer to signed deal — every step is tracked, approved, and auditable.

Auto-Generated Installments

Select a payment plan template and the full installment schedule is built in seconds.

Multi-Tier Approval Chain

Configure approval tiers for Sales Manager, Head of Sales, and CEO — with auto-routing.

Discount Approval Gates

Threshold-based discount tiers automatically escalate to the right approver — no bypassing.

Conflict of Interest Flagging

Flag deals for extra review — a separate approval tier must clear before conversion.

Version Control

Create new quotation versions when terms change — each version starts a fresh approval cycle.

One-Click Contract Conversion

Convert an approved quotation directly to a reservation or contract — no re-entry.

How It Works

From unit selection to confirmed deal in four steps.

1. Build the Quotation

Select the unit and customer, choose a payment plan template, and set pricing details.

2. Set Financials & Discounts

Add discounts, addons, and review the auto-calculated total before submitting.

3. Route Through Approval

Submit and the system routes to each approver automatically — notify, approve, or request info.

4. Convert to Contract

Once fully approved, convert directly to a reservation or lease/sales contract with one click.