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Why are Quote, Order, and Invoice treated as separate stages instead of one step?
Quotes formalize pricing and terms for customer approval.Orders confirm the customer’s commitment to purchase.Invoices handle billing and close the sales transaction financially.This separation supports clarity and control, a concept often explained through end-to-end sales flow design.
Quotes formalize pricing and terms for customer approval.
See lessOrders confirm the customer’s commitment to purchase.
Invoices handle billing and close the sales transaction financially.
This separation supports clarity and control, a concept often explained through end-to-end sales flow design.