Turn an opportunity's line items into a formatted quote in one click — atomic, race-safe, sequentially numbered, and ready to push to Xero.
Build a deal up from line items as you scope it, then generate a quote from those items without re-keying anything. The pricing, the contact, and the line detail all carry over, so the quote is an extension of the deal rather than a separate document you maintain by hand.
Quote generation runs as a single atomic operation with sequential quote numbering, so two reps acting at once never collide or skip a number. The result is a clean, correctly numbered quote every time — the kind of reliability finance teams expect from a system of record.
Quotes flow into the platform's Xero integration, ready to become invoices when the deal is won — closing the loop from pipeline to revenue inside one connected platform instead of bouncing between disconnected tools.