Workflow
Deal pipeline
How to use the QuoteNode Kanban pipeline to track opportunities, linked offers, documents, payments, and sales follow-up.
Deal pipeline
The deal pipeline is a Kanban-style workflow for opportunities. It helps teams track sales work before, during, and after offer creation.
The module can be enabled or disabled by an administrator in operational settings.
What a deal represents
A deal is an opportunity or sales process connected to a customer. It can store:
- deal name,
- customer,
- stage,
- expected value,
- expected close date,
- owner,
- notes,
- related documents,
- payments,
- tasks.
Deals are useful when the commercial process is larger than one offer.
Pipeline stages
The pipeline uses configurable stages seeded for a typical sales flow. Operators move deals across columns as the opportunity progresses.
Use stages to show what needs attention:
- new or qualified opportunities,
- proposal work,
- negotiation,
- accepted or won work,
- lost or stalled work.
Linked documents
A deal can connect related commercial documents, including:
- offers,
- sales confirmations,
- purchase orders,
- proforma invoices.
This gives the team one place to understand the commercial state of an opportunity instead of searching across separate lists.
Payments
Deal payments can record expected or received amounts, currency, due date, and notes. They are workflow records, not accounting ledger entries.
Use them to track payment expectations and handoff status, especially when a deal includes accepted offers or proforma payment requests.
Working with tasks
Deals can also be connected to tasks. Use this for follow-ups, internal reminders, handoffs, and next actions that belong to the opportunity.
See Task board.
Practical workflow
- Create a deal for a new opportunity.
- Assign the customer and owner.
- Move the deal across pipeline stages as the opportunity progresses.
- Link offers and post-acceptance documents as they are created.
- Add tasks for follow-up work.
- Track payment expectations if the workflow requires it.
- Close or archive the deal when the commercial process is finished.