CRM · Workspace by Aells
Create structured quotations, manage revisions, record acceptance, and convert accepted work into the appropriate delivery workflow.
Overview
Workspace separates structured quotation records from generated documents. A quotation can move through review and acceptance while revisions create a new version instead of silently changing an accepted commercial record.
Capabilities
Capture commercial items, quantities, pricing, discounts, and tax inputs without hard-coding one industry’s rules.
Preserve accepted versions and create a new revision when commercial terms change.
Separate quotation viewing, creation, revision, sending, approval, and conversion permissions.
Support generated quotation documents in the connected company Google Drive workflow.
Workflow
Questions
Accepted quotations are intended to remain unchanged. A change should be handled as a new revision.
No. The quotation model keeps tax inputs configurable because rules vary by country and transaction.
