Quotes & CPQ (Configure, Price, Quote)

Overview

The Quotes and CPQ module lets you create professional quotes directly from deals, add product line items, apply discounts, and convert accepted quotes into invoices — all within AutomateNexus CRM.

Creating a Quote

Navigate to Deals & Pipeline > Quotes & CPQ and click Create Quote:

1. A unique quote number is auto-generated
2. Select the customer and optionally link to an existing deal
3. Add line items with product name, quantity, and unit price
4. Apply discounts (percentage or fixed amount)
5. Set the tax rate
6. Add terms and notes
7. Save as draft or send immediately

Line Items & Pricing

Each quote supports unlimited line items. The quote builder calculates totals in real-time:

• Subtotal — Sum of all line items (quantity x unit price)
• Discount — Applied as a percentage or fixed amount off the subtotal
• Tax — Calculated on the discounted subtotal
• Total — Final amount due

Quote Lifecycle

Quotes move through the following statuses:

• Draft — Being prepared, not yet sent
• Sent — Delivered to the customer
• Viewed — Customer has opened the quote
• Accepted — Customer has accepted the terms
• Rejected — Customer has declined
• Expired — Quote has passed its expiration date

Converting to Invoice

Once a quote is accepted, click Convert to Invoice to automatically generate an invoice with all the line items, pricing, and customer details pre-filled. This eliminates manual data entry and ensures accuracy.

Quote Preview

Use the preview feature to see exactly what your customer will see, including your company branding, line items, totals, and terms.