Details

Customer

Line items

ItemQtyUnit priceDisc. %Tax codeNet
Discount guidanceSuggest only
Ask Zed how similar deals were priced before you discount.

Preview

Activity

ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
Invite people Change plan or seats
Workspace pages
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Add products

From your catalogue, priced from the selected price list.

0 selected

Custom line

For one-off items that are not in the catalogue.

New customer

Saved to Customers in ZetSales.

Request discount approval

Your discount is above your limit. Tell the approver why.

Goes to

Review discount

Approve or reject. The rep is notified and the record updates.

Send for signature

The buyer gets a secure link to review, accept and sign.

Sign with
Signers

Record the outcome

Use this when the buyer replied outside the e-sign link.

AcceptedDeclined

Save as a new version

Keeps the current lines and totals as a version you can compare and restore.

Delete this draft?

Only drafts that were never sent can be deleted. You can undo for a few seconds.