- Overview
- Before the Handoff
- Open the Won-Deal Handoff
- Create a Project
- Convert a Quotation to an Invoice
- Complete the Handoff
- Related Guides
Overview
A won-deal handoff connects the sales result to the work and billing that follow. It is available after an opportunity reaches the Won stage.
Before the Handoff
Review the opportunity before handing it off:
- Confirm that the customer is correct
- Check the title and description that should carry into the project
- Review linked documents
- Make sure the appropriate quotation is attached when it should become an invoice
Open the Won-Deal Handoff
To begin:
- Open the opportunity
- Move it to Won if it is still in an open stage
- Scroll to Won-deal handoff
The handoff appears only for won opportunities.
Create a Project
Enable Create a project when delivery work should be tracked as a Pricefic project.
The new project uses the opportunity title and description and remains linked to the opportunity. You can then manage project work from the normal project workflow.
Convert a Quotation to an Invoice
If the opportunity has linked quotations, choose one under Convert quotation to invoice. Pricefic creates the invoice from that quotation so you do not need to rebuild the billing document.
Choose Do not create an invoice when billing should happen later or outside this handoff.
Complete the Handoff
Select Complete handoff after choosing the project and invoice options.
Return to the opportunity whenever you need its sales timeline or linked documents. Open the new project for delivery work and the invoice for billing actions.