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Sales Order Request

Initiate the purchase process based on a finalized quote or customer intent.

ModuleSales
EntitySales Order Request
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Quote/Proposal Request

Allow prospects to formally request pricing or proposals for services/products.

ModuleSales
EntityQuote Request
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Invoice

Issue billing documents to customers for goods or services provided.

ModuleFinance & Accounting
EntityInvoice
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Budget Request/Approval

Request and approve budgets for projects, departments, or initiatives.

ModuleFinance & Accounting
EntityCustom Entity
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