Deals & Quotes - CRM | TotalApp Docs

Overview

Deals & Quotes presents the same Deal records that power the Sales Pipeline Kanban, but as a flat, sortable table rather than drag-and-drop columns — useful for bulk review, exporting, and working through a large deal list quickly. An isQuote flag on each deal distinguishes a formal Quote (a priced proposal not yet committed to) from a standard Deal already moving through the pipeline.

Same Data, Different View

Deals & Quotes reads and writes the exact same deal records as the Sales Pipeline Kanban and Contacts & Deals. Changing a deal's stage here updates its Kanban column immediately, and vice versa — there is no separate quote database.

Key Features

Pill Filters

All / Deals / Quotes / Won / Lost — narrow the table to exactly the subset you need.

Quote / Deal Distinction

The isQuote flag marks a record as a formal quote rather than a committed deal, shown as a badge on each row.

Stage Dropdown

Change a deal's pipeline stage directly from the table row, without opening the Kanban view.

Convert Quote to Deal

One click turns a Quote into an active pipeline Deal, dropping it into the first pipeline stage.

UI Walkthrough

The pill bar at the top filters by record type and outcome: All, Deals (isQuote false), Quotes (isQuote true), Won, and Lost. The table below lists:

Column	Description
Name	Deal or quote title.
Contact	The linked contact from the unified directory.
Amount	Deal value in the selected currency.
Stage	Current pipeline stage — editable inline via a dropdown.
Close Date	Expected or actual close date.
Actions	Stage dropdown, Convert Quote to Deal (quotes only), edit, delete.

Stage Dropdown

Each row's Actions column includes a stage dropdown covering the full pipeline: Draft → Quote Sent → Negotiation → Closed Won / Closed Lost. Selecting a new stage updates the record immediately and is reflected on the Sales Pipeline Kanban board without a page reload.

Convert Quote to Deal

Quotes carry a Convert Quote to Deal action. Clicking it clears the isQuote flag and drops the record into the first stage of the sales pipeline, turning a priced proposal into an active, trackable deal.

Quotes Don't Count Toward Pipeline Totals

Because quotes are not yet committed deals, they are excluded from the Sales Pipeline's Total Pipeline and Weighted Forecast figures, and from Revenue Analytics. Converting a quote is what brings it into those totals.

AI Assistant

Deals & Quotes has a built-in AI Assistant, opened from the tab on the right edge of the screen. It receives the currently filtered list of deals and quotes — stage, value, contact, and expected close date — as structured context, and answers in Markdown.

Stuck Stages

Ask which deals or quotes look stuck in an early stage.

Value Review

Ask it to flag deals with unusually large, small, or missing values.

Timeline Gaps

Ask which deals have a missing or overdue expected close date.

Conversion Candidates

Ask which quotes look ready to convert to deals.

Checking rows in the table adds an Analyse Selected and Summarize Selected shortcut to the assistant, scoped to just those rows. Any reply can be saved as a report via Save as Report, and relevant Knowledge Base sources can be attached with Add Knowledge before asking. The assistant's AI backend follows the Writer Engine setting in Settings → Agentic — Ollama and other local/in-browser engines run entirely on your machine, never through TotalApp's servers.

Frequently Asked Questions

What's the difference between a Deal and a Quote?

Both are the same underlying record type, distinguished only by the isQuote flag. A Quote is a priced proposal that hasn't been committed to the active pipeline yet; a Deal is actively moving through pipeline stages and counts toward pipeline totals and forecasts. Converting a Quote to a Deal clears the flag and places it in the first pipeline stage.

Do quotes appear on the Sales Pipeline Kanban board?

Quotes exist in the same underlying data as deals, so they can appear depending on how the Kanban view is filtered, but they are always excluded from Total Pipeline, Weighted Forecast, and Revenue Analytics totals until converted — those figures only count committed deals.

Can I change a deal's stage without opening the Kanban board?

Yes. Every row in Deals & Quotes has its own stage dropdown in the Actions column, so you can move a deal from, say, Negotiation to Closed Won directly from the table. The change is reflected on the Kanban board immediately.