Sales & Quoting - Thread Docs

Quotes, proposals, and the handoff between sales and service.

Quote Preparation

Prepare a client quote with structured options like 1-year vs 3-year or good, better, best tiers, plus explicit assumptions ready for the sales owner.

Sales Handoff Routing

Move a service ticket that turns out to be a sales conversation, a purchase, renewal, expansion, or pricing question, to the sales board and account owner.

SOW Drafting

Draft a brief scope-of-work from ticket or project context with deliverables, assumptions, exclusions, and a T&M vs fixed pricing recommendation attached.

Tickets to Opportunities

Mine recent service tickets for expansion signals, surfacing work that became or should become a sales opportunity, in a per-client opportunity report.