From quote to cash without re-entry.
Nova quotes flow seamlessly into Atlas orders the moment they're accepted. Generate professional PDF quotes from deals, send for e-signature, track open/view events, and convert to orders without anyone retyping a line item.
What's in the Quotes module
Every capability shipped with Nova. Configure to your business, extend with custom fields, automate with Pulsar.
Build quotes from deals with line items, discounts, tax calculations, and shipping. Multi-currency with live FX. Add notes, terms, and custom blocks per quote.
Professional PDF output with your branding (logo, colors, footer). Multiple templates per business unit. Generated via QuestPDF — fast and consistent.
One-click conversion of accepted quotes into orders in Atlas. Line items, pricing, customer details, and discount approvals carry over with no manual re-entry.
Send quotes for signature with open/view tracking. Customer signs in-browser — signed PDF auto-archived to the account record.
Discount thresholds trigger approval workflows. Sales rep requests, manager approves, audit logged automatically.
Every revision tracked with change notes. Customers see only the current version; you keep the full negotiation history internally.
Quote → Order without re-keying
Generate the PDF, track when the customer opens it, convert to an Atlas order the moment they sign.
How it flows end-to-end
Real examples of how Quotes fits into your day — connecting with the rest of FLAIRE Orbit so nothing falls between systems.
Deal reaches 'Quote' stage → quote auto-drafted from deal line items
Customer opens quote PDF → notify rep in real time via SignalR
Quote accepted → create order in Atlas + trigger invoice scheduling
Connected to the rest of FLAIRE
Quotes doesn't sit alone. Every event flows to and from the other modules.
Atlas converts quotes to orders and invoices automatically
Vega forms can embed quote acceptance flows
Echo shows quote history on every ticket
More of Nova to explore
See every module Nova ships with — pipelines, contacts, quotes, and more — connected by FLAIRE Orbit.
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