Sentinel›Features›Commerce & Quoting

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COM

Commerce & Quoting

Quote it. Invoice it. Get paid. GST handled.

Catalogue, price books, quotes, invoices, partial payments. GST-ready out of the box.

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pages

20+

capabilities

Live

status

How it connects

→Accepted quotes auto-generate GST invoices with CGST/SGST/IGST split
→Invoice payments update deal revenue in CRM pipeline
→PDF invoices/quotes generated on demand — printable A4 layout
→Price books link to products for customer-specific pricing

Every page, every feature.

4 pages in this module.20+ capabilities total.

Products

/commerce/products

Features

✓Type tab filters: All / Product / Service / Subscription
✓Search by name/SKU + pagination
✓Active/inactive toggle per product — updates without page reload
✓New product drawer: name, SKU, unit, type, GST rate, description
✓Import CSV button: bulk import with flexible header normalization
✓Edit + delete per product

How it connects

Products are used as line items in Quotes and Invoices. Price Books override per-product pricing for specific customers or deals.

Price Books

/commerce/price-books

Features

✓2-panel UI: price book list (left) + entry manager (right)
✓Product selector with book price and discount per entry
✓upsertPriceBookEntry uses unique [priceBookId, productId] constraint
✓Create / update / delete price books
✓Set default price book per company

How it connects

Price books apply customer-specific pricing when creating Quotes. The default price book auto-applies to new quotes.

Quotes

/commerce/quotes

Features

✓4-stat grid: total quotes, pending (SENT), accepted value (₹), win rate %
✓Status filters + search by title/number + pagination
✓New quote drawer (720px): dynamic line items editor — product picker, qty, unit price, discount %, GST % per line, real-time totals
✓Auto-numbers quotes: QUO-0001, QUO-0002…
✓Bulk select → bulk delete + Export CSV
✓Quote detail: status pipeline (DRAFT→SENT→ACCEPTED/DECLINED/EXPIRED)
✓"Convert to Invoice" button when status is ACCEPTED
✓Export PDF — A4 print-CSS layout

How it connects

Accepted quotes create invoices in Commerce with line items copied verbatim. Quote totals feed the Analytics revenue dashboards.

Invoices

/commerce/invoices

Features

✓4-stat grid: total invoices, revenue paid (green), outstanding (amber), overdue count (red)
✓OVERDUE detection: SENT status + dueDate past today
✓Status pipeline: DRAFT → SENT → PAID / PARTIAL / OVERDUE / CANCELLED
✓Record Payment inline form: amount + payment mode, accumulates paidAmount
✓GST breakdown columns: CGST, SGST, IGST per line item
✓GSTIN and place-of-supply on every invoice
✓Bulk select → bulk delete + Export CSV
✓Export PDF — A4 layout with full GST compliance

How it connects

Invoice payments update the deal's revenue in CRM. PDF invoices can be attached to e-signature requests via Document Management.

How Commerce & Quoting connects to the rest of Sentinel

Because every capability shares the same data, Commerce & Quoting works better when the rest of your team is in Sentinel too.

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CRM Engine

Quotes sent from a deal are tracked back to it. Won deal = paid invoice, automatic.

↻

Automation Engine

Overdue invoices trigger WhatsApp and email reminders without you lifting a finger.

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AI Engine

Ask the AI to predict cash flow — it pulls from sent, partial, and paid invoices.

Explore other modules

◈CRM Engine ◉Service Cloud ✉Marketing Cloud ▦Analytics & Reporting ◈AI Engine ◉Communication Hub ↻Automation Engine ⊞Integration Framework ◻Document Management ⊕Platform & Customisation ⌘Admin & Security

See Commerce & Quoting in action.

20-minute walkthrough customised to your team. Or start a 14-day free trial right now.

Book a Demo →Start Free Trial

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Marketing Cloud

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