Lead to qualified opportunity
Capture demand, score fit, verify capacity and credit, define the buying team, and establish next action.
Platform module 03
Sales to Delivery
Protect promised margin from first conversation through delivery, billing, and renewal.
The outcome
What must become true.
- Faster quotes without unpriced risk
- No re-keying between sale, project, work order, and invoice
- Changes are approved before cost is incurred
- Booked margin is compared with delivered and collected margin
End-to-end workflows
The operating loop, not isolated features.
Scope to approved quote
Configure deliverables, estimate cost, model margin, route exceptions, issue versioned proposal, and e-sign.
Win to mobilize
Convert approved scope into project, work orders, schedule, procurement plan, billing plan, and baseline.
Deliver to collect
Record progress and changes, forecast completion, approve billing evidence, invoice, collect, and review outcome.
Best-of-breed capability set
Built to replace gaps, not copy legacy menus.
Commercial workspace
Account, opportunity, stakeholder, activities, qualification, forecast category, risk, and next action.
Margin-aware CPQ
Bundles, options, labor, material, subcontract, discounts, taxes, contingencies, and approval thresholds.
Immutable scope baseline
Versioned deliverables, assumptions, exclusions, schedule, cost, price, margin, approvals, and signatures.
Change control
Field or project change request, impact assessment, customer authorization, revised baseline, and audit.
Delivery economics
Progress, earned value, estimate at completion, unbilled work, revenue, cash, and post-job learning.
Core data model
Records that make the module coherent.
AccountContactOpportunityEstimateQuoteContractProjectWork orderDeliverableChange orderBilling milestoneCustomer invoice
Roles and authority
Seller
Own accounts, opportunities, approved catalog, and quote drafts.
Estimator
Cost model, scope, assumptions, supplier inputs, and estimate versions.
Delivery lead
Baseline, schedule, resources, progress, changes, and completion forecast.
Commercial approver
Discount, risk, terms, margin, and contract exceptions.
Governed AI
More useful as trust is earned.
Flag stale deals, missing scope, margin erosion, delivery risk, and unbilled work.
Evidence and freshness shown.Suggest next action, price range, staffing plan, and change response.
No customer commitment.Create proposal language, project plan, work order, status update, or invoice package.
Human review and approved templates.Send or create approved documents and tasks.
Commercial authority and discount limits enforced.MVP completion boundary
Works end to end.
- Opportunity through approved quote
- Cost-based estimate with margin gates
- Quote-to-project/work-order conversion
- Change-order workflow
- Billing status and post-job margin review
Later phases
Expand after proof.
- Advanced revenue recognition
- Customer self-service portal
- Optimization of price and capacity
- Subscription and usage billing
Research basis
Patterns drawn from category leaders.
Next platform module
04Inventory + Purchasing ↗