Catalog & Commerce / Quotes
Build quotes from customer context and approved prices
Mojeep lets sales teams create quotes linked to a customer and opportunity, select catalog items and a price list, and review totals, versions, and approval status.
Demo Company · Service deal
| Item | Qty | Value |
|---|---|---|
| Setup service | 1 | 500 SAR |
| Training session | 2 | 200 SAR |
Purpose in your workflow
What is Quotes?
The catalog defines what you sell; a price list defines pricing. A quote brings items, quantities, and proposal terms together for a particular customer and deal.
Capabilities for everyday work
Commercial context
keep the customer, deal, and quote status together.
Items and prices
use products and services priced in the selected list.
Versions and totals
retain quote versions and review quantities and totals.
Review and approval
submit quotes according to organization policy and record the decision.
How it works
- 1Customer & deal
- 2Catalog & prices
- 3Quote version
- 4Review & decision
Illustrative business workflow
From inquiry to clear follow-up
An employee selects a catalog service and a suitable price list for a fictional open deal. They review quantity and total, then submit under the approval policy. If the proposal changes, a new version preserves the earlier commercial history.
How AI assists
Tools can create a quote draft and version and submit it when enabled, with valid commercial context and available pricing. They do not bypass organization approvals.
Explore Mojeep agentsConnected work, clearer follow-up
Clear records, steps, and ownership help teams avoid repeatedly gathering information and hand work over with context. Use the capabilities and workflow above to identify what fits your organization.
Permissions and reviewable controls
Access follows organization scope, user roles, and permissions. Agent actions depend on tool enablement and approval policy; supported execution and audit records help teams review changes. Verify access before expanding use.
Related products
CRM
Mojeep CRM connects customer records, conversations, opportunities, activities, and support so employees and agents can continue work from shared, permission-scoped context.
Catalog
Mojeep’s catalog keeps product and service records, descriptions, and status together, connecting them to price lists, quotes, and sales context.
Price Lists
Mojeep price lists organize a business’s product and service prices by currency, status, and effective period; they are not Mojeep subscription pricing.
Sales
Mojeep connects leads, opportunities, conversations, activities, and quotes in the sales workflow; configured agents can assist without replacing employee ownership.
Frequently asked questions
Can a quote use a price list?
Yes. Items use the selected list and require available pricing before a version is created.
Can the Sales Agent prepare a quote?
It can use enabled draft, version, and submission tools with the required context and approval controls.
See how Mojeep fits your team
Discuss the workflows, data, and permissions you need, and review the product experience with the Mojeep team.
Book a demo