Quotes and proposals with pricing approvals and clean quote-to-cash handoffs
Govern quoting with approvals version history and clean conversion to orders and invoices.
Quotes and proposals that turn into clean orders and invoices
Quoting breaks when pricing lives in spreadsheets, approvals happen in DMs, and the “final” proposal is re-entered into other systems. Sanka is designed to make quotes a governed workflow: standardize line items, enforce discount rules, track versions, and convert the approved quote into an order, subscription, or invoice without re-keying.
Route discounts, custom terms, and non-standard bundles to the right reviewers with an auditable trail.
Keep proposal iterations explicit so sales and finance agree on what was offered and what was approved.
Convert approved quotes into orders and invoices so fulfillment and billing stay consistent with the offer.
Standardize quoting inputs and outputs
- Use an item master for line items (SKU, unit, list price, tax rules)
- Encode discount policies and approval thresholds
- Capture required terms: billing schedule, delivery milestones, renewal terms
- Keep customer and contract data aligned to CRM and accounting
| Quoting risk | What it causes | What to standardize |
|---|---|---|
| Unauthorized discounts | Margin loss and disputes | Discount thresholds + approvals |
| Re-keyed orders | Fulfillment mistakes | Convert quote to order directly |
| Inconsistent terms | Invoice confusion | Controlled term templates + reviewers |
| Forecast drift | CRM data mismatch | Single source of deal terms and versions |
Make handoffs to ops and finance clean
The most expensive errors happen after the quote is signed.
- Generate the order/subscription from the approved quote structure
- Preserve the audit trail: who approved what, when, and why
- Keep status synced so customer-facing teams see accurate billing and delivery state
Built for how teams sell
Most teams need flexibility, but also need consistent controls. These patterns show up frequently.
Represent packages and add-ons as explicit line items tied to the item master, not free-text.
Tie proposal milestones to delivery and approvals so invoicing and recognition are easier later.
Make subscription and renewal terms explicit to reduce future billing churn and leakage.
Governance that protects revenue
Quoting is a control surface. Make approvals, thresholds, and history explicit so growth does not create margin chaos.
Route discount exceptions and non-standard terms to finance or leadership with clear thresholds.
Track versions, edits, approvals, and conversions so the end-to-end deal history is explainable.
Control who can edit pricing, change terms, approve exceptions, and finalize quotes.
