| Product and service catalogue | Item codes, descriptions, units and standard prices loaded by search, with photos or specification notes if needed. | Retyping descriptions and quoting the wrong item. |
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| Price lists and tiers | Retail, wholesale, contractor or VIP prices applied automatically from the customer's tier. | Inconsistent pricing between reps. |
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| Discount approvals | A maximum discount per role; anything above it goes to a manager before the PDF is released. | Margin lost to unchecked discounts. |
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| Hidden cost and margin | Internal cost and margin shown to authorised users only; customer PDFs show selling prices. | Supplier costs exposed to staff or customers. |
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| Branded PDF quotes | Your logo, TRN, terms, validity, delivery and payment conditions on every quote. | Mismatched layouts and missing details. |
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| Revisions and history | Rev 1, Rev 2 and Rev 3 kept together, with changes visible. | Duplicate files and lost negotiations. |
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| Validity and expiry | A validity date on every quote, with expired quotes flagged. | Honouring old prices by accident. |
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| Status tracking | Draft, sent, under review, revised, accepted, invoiced or lost. | No view of the pipeline. |
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| WhatsApp and email sharing | Share the PDF or a link from the app, even from a phone at a customer's site. | Saving and attaching files by hand. |
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| Quote to invoice | Convert an accepted quote into a draft tax invoice with items and terms carried over. | Retyping data after the sale. |
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| Dashboards and reports | Open quotes, win rate, value by rep and customer. | Guessing what is in the pipeline. |
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