Line items
Without Sanka
Products, quantities, and prices drift between CRM, spreadsheets, and PDFs
With Sanka
Use structured quote lines linked to item and pricing data
Create governed quotes from deal context
Turn deal context, item data, pricing terms, and payment conditions into quote drafts that can be reviewed, approved, and converted into orders and invoices.
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Overview
Quote creation that stays connected to operations
Start from deal context
Use customer, deal, item, quantity, price, discount, tax, and payment terms as the source for a quote draft.
Review before sending
Check line items, commercial terms, approval status, and customer-facing content before anything leaves the team.
Move into order and billing
Convert approved quote terms into orders, invoices, subscriptions, and accounting-ready records without re-entry.
Workflow
From quote draft to downstream records
- 01Create the quote draftSelect the customer, deal, items, quantities, prices, discounts, payment terms, and validity period. Claude, Codex, or the web UI can prepare the draft.
- 02Review, adjust, and approveCheck customer-facing text, line items, totals, margin-sensitive terms, and approval requirements before the quote is sent.
- 03Convert accepted termsUse the approved quote as the source for orders, invoices, subscriptions, inventory, and accounting preparation.
Compare
A quote is more than a PDF
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Line items | Products, quantities, and prices drift between CRM, spreadsheets, and PDFs | Use structured quote lines linked to item and pricing data |
| Commercial terms | Payment terms, tax handling, and validity dates are copied manually | Keep terms as fields that can drive billing and review |
| Review and approval | Discounts and non-standard terms are approved in scattered chats | Route quote drafts through governed approval paths |
| Customer document | The PDF is hard to connect back to order and invoice records | Generate customer-facing output from the same quote record |
| Downstream handoff | Accepted quotes are re-keyed into orders, invoices, and subscriptions | Create downstream records from the approved quote terms |
Commercial terms
Without Sanka
Payment terms, tax handling, and validity dates are copied manually
With Sanka
Keep terms as fields that can drive billing and review
Review and approval
Without Sanka
Discounts and non-standard terms are approved in scattered chats
With Sanka
Route quote drafts through governed approval paths
Customer document
Without Sanka
The PDF is hard to connect back to order and invoice records
With Sanka
Generate customer-facing output from the same quote record
Downstream handoff
Without Sanka
Accepted quotes are re-keyed into orders, invoices, and subscriptions
With Sanka
Create downstream records from the approved quote terms
Customer quotes
Don't take our word for it.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
FAQ
Frequently asked questions
How is this different from CPQ?
Quote creation focuses on preparing the customer-facing quote and the accepted terms. CPQ focuses more on configuration, pricing rules, discount control, and approval logic before or during quote creation.
Can people still edit quotes manually?
Yes. Teams can draft with Claude or Codex, then review and edit in the Sanka web UI before approval or sending.
Can accepted quotes become invoices?
Yes. Approved quote terms can feed orders, invoices, subscriptions, payment tracking, and accounting preparation.
Can this connect to CRM deals?
Yes. Quotes can start from deal context in systems such as HubSpot or Salesforce, then continue into Sanka-controlled downstream workflows.