Omnisnia CRM Docs / Products & Quotes

Products & Quotes

The product catalog holds the things you sell. You add products to a deal as line items to build up its value, then generate a numbered, customer-facing quote that you can download as HTML or PDF.

The product catalog

A product is a reusable item in your catalog — a good, a service, or a subscription — with a name and a unit price. Products belong to your organization and are shared across your deals.

  • Add a product to the catalog with its details and price.
  • Edit a product to keep its price and description current.
  • Remove a product you no longer sell.

Line items on a deal

A line item puts a product (or an ad-hoc item) onto a specific deal with a quantity. Each line item records:

  • A description of what is being sold
  • A quantity
  • A unit price
  • A line total — the quantity multiplied by the unit price

Building up a deal’s value

Add as many line items as the deal needs. Omnisnia rolls the line totals up so the deal’s value reflects everything on it (quantity × unit price, summed across the lines). You can list the line items for a deal, add new ones, and remove any you no longer need.

Quotes

A quote is a customer-facing snapshot of a deal’s line items at a moment in time. Generating a quote freezes the deal’s current lines into a permanent record, so the quote does not change even if you later edit the deal.

Each quote has:

  • A number — assigned per deal, so a deal’s first quote is #1, its next is #2, and so on
  • A currency
  • A total — the sum of its line totals
  • The lines captured at the moment it was generated (each with a description, quantity, unit price, and line total)

Generating a quote

From a deal that has line items, generate a quote. Omnisnia snapshots the current lines, assigns the next quote number for that deal, and saves it. Because a quote captures the lines that exist when you generate it, add your line items first — a deal with no line items has nothing to quote.

Downloading a quote

You can download a generated quote in either format:

  • HTML — a self-contained web page you can open in any browser or attach to an email.
  • PDF — a print-ready document.

PDF generation depends on a document renderer being available on the server. If your instance does not have one installed, the PDF option is unavailable and you should download the quote as HTML instead — the content is identical. If you are unsure, ask your administrator whether PDF rendering is enabled on your instance.

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