Customer quotes
Bring proposal details into the same customer context your sales team already uses.
LANI ORBIT CUSTOMER PLATFORM
Commerce Hub
Connect the deal to the details of getting paid.
Keep your commercial documents and customer relationships together. Follow the journey from a proposal to an invoice with a shared view across teams.
Explore Commerce HubBuilt for your team
Everything starts with your customer.
Invoice management
Organize invoices alongside customer records and keep outstanding items visible.
Payment visibility
Keep teams informed about payment status without separating it from the customer story.
Take a closer look
Make proposals part of the relationship
Bring proposal details into the same customer context your sales team already uses.
- Customer-linked quotes
- Line items and proposal details
- Quote status tracking
Commerce overview
Sample data| Document | Customer | Status |
|---|---|---|
| Quote Q-1042 | Northwind | Accepted |
| Invoice INV-208 | Lumen | Outstanding |
| Invoice INV-207 | Arcadia | Paid |
Connected to your Lani Orbit customer records
One connected workflow
- 01
Create a quote in the context of a deal.
- 02
Keep invoice details with the customer record.
- 03
Track payment status with your team.
Your questions, answered
Better together
Explore the rest of the Lani Orbit platform.