---
title: Deal creation guideline
description: This article provide guideline for sales deal creation and how to create and send quotation
---

[Skip to content](https://support.cinnox.com/migration/internalknowledgebase/deal-creation-guideline#main-content)

English

Show submenu for translations

CINNOX

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.cinnox.com/migration/internalknowledgebase)
2. [Enterprise Business](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business)

# Deal creation guideline

## This article provide guideline for sales deal creation and how to create and send quotation

### Stage table:

| Stage Name: | Details: |
| --- | --- |
| Appointment scheduled | Sales had connected with leads and scheduled first call or meetings. |
| Qualified to buy | Leads are qalified and recognised as potential customer to our products |
| Presentation scheduled | Demo or presentation session is scheduled |
| Decision maker bought-in | Key decision maker had bought-In our solution |
| Contract sent | Quotation or contract had been sent |
| Closed won | Customer sign back quotation or contract |
| Closed lost | Case is lost |

### Data input:

In stage before "Contract Send":

- Associate relevant Company / Contact
- Fill-in Company KYC properties (Name, Industry, Identity document ID, address)
- Attach Company identity document ID (e.g HKBR, HKCI, other countries company registration document)
- Complete Contact properties (Name, email, phone, role)
- Log and associate all deal related email conversation
- Line item are filled with correct name, qty, price, term months
- Fill-in deal "deposit amount" property

At stage "Contract sent":

- Refer to [Pandadoc Quotation / SOF creation](https://knowledge.cinnox.com/kb/pandadoc-quotation-/-sof-/-agreement-signing-process)

At stage "Close won":

- Fill-in "Close won reason"

 

- [Enterprise Business](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business#main-content)

    - [Virtual Sales Team](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business#virtual-sales-team)
- [International Business](https://support.cinnox.com/migration/internalknowledgebase/international-business#main-content)

    - [Partner](https://support.cinnox.com/migration/internalknowledgebase/international-business#partner)
- [Human Resources](https://support.cinnox.com/migration/internalknowledgebase/human-resources#main-content)

    - [HRM system](https://support.cinnox.com/migration/internalknowledgebase/human-resources#hrm-system)
- [IT & Security](https://support.cinnox.com/migration/internalknowledgebase/it-security)
- [Engineering & Operation](https://support.cinnox.com/migration/internalknowledgebase/engineering-operation#main-content)

    - [Workflow](https://support.cinnox.com/migration/internalknowledgebase/engineering-operation#workflow)
- [Marketing](https://support.cinnox.com/migration/internalknowledgebase/marketing#main-content)

    - [Overview](https://support.cinnox.com/migration/internalknowledgebase/marketing#overview)
    - [Marketing Assets](https://support.cinnox.com/migration/internalknowledgebase/marketing#marketing-assets)
- [IOD](https://support.cinnox.com/migration/internalknowledgebase/iod#main-content)

    - [Procurement](https://support.cinnox.com/migration/internalknowledgebase/iod#procurement)
    - [Billing Operations](https://support.cinnox.com/migration/internalknowledgebase/iod#billing-operations)
    - [Supplier](https://support.cinnox.com/migration/internalknowledgebase/iod#supplier)
- [Product](https://support.cinnox.com/migration/internalknowledgebase/product)
- [CINNOX Knowledge Base](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#main-content)

    - [1.0 Solutions](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-0-solutions)
    - [1.1 Applications](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-1-applications)
    - [1.2 Financial Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-2-financial-services)
    - [1.3 E-Commerce](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-3-e-commerce)
    - [1.4 Telecom](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-4-telecom)
    - [1.5 Marketing Assets](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-5-marketing-assets)
    - [1.6 Others](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-6-others)
    - [2.0 Subscriptions & Plans](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-0-subscriptions-plans)
    - [2.1 Digital Commerce](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-1-digital-commerce)
    - [2.2 Business Plan](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-2-business-plan)
    - [2.3 Enterprise Plan](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-3-enterprise-plan)
    - [2.4 Subscriptions, Fees & Payments](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-4-subscriptions-fees-payments)
    - [2.5 Partners and Plans](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-5-partners-and-plans)
    - [3.0 Capabilities & Features](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-0-capabilities-features)
    - [3.1 CHANNEL - Voice & Video](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-1-channel-voice-video)
    - [3.2 CHANNEL - Smart Messaging](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-2-channel-smart-messaging)
    - [3.3 CHANNEL - Virtual Number](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-3-channel-virtual-number)
    - [3.4 CHANNEL - Automated Chatbots](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-4-channel-automated-chatbots)
    - [3.5 CHANNEL - Smart Engagement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-5-channel-smart-engagement)
    - [3.6 CHANNEL - Call Engagement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-6-channel-call-engagement)
    - [3.7 ORCHESTRATE - Smart Routing and Rules](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-7-orchestrate-smart-routing-and-rules)
    - [3.8 ORCHESTRATE - Workflow Optimization](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-8-orchestrate-workflow-optimization)
    - [3.9 ORCHESTRATE - Identity](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-9-orchestrate-identity)
    - [3.10 EVALUATE - Dashboard & Analytics](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-10-evaluate-dashboard-analytics)
    - [3.11 EVALUATE - Integration & APIs](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-11-evaluate-integration-apis)
    - [3.12 EVALUATE - Security & Authentication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-12-evaluate-security-authentication)
    - [4.0 Network Management & Operations](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-0-network-management-operations)
    - [4.1 Billing Support System (BSS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-1-billing-support-system-bss)
    - [4.2 Operation Support System (OSS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-2-operation-support-system-oss)
    - [4.3 Network Management System (NMS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-3-network-management-system-nms)
    - [4.4 Customer Management System](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-4-customer-management-system)
    - [5.0 Globally Distributed Core Infrastructure](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-0-globally-distributed-core-infrastructure)
    - [5.1 Carrier-Grade Infrastructure](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-1-carrier-grade-infrastructure)
    - [5.2 IP Network](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-2-ip-network)
    - [5.3 Private Cloud-based Communication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-3-private-cloud-based-communication)
    - [5.4 Public Cloud-based Communication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-4-public-cloud-based-communication)
    - [5.5 Dynamic Resources Allocator](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-5-dynamic-resources-allocator)
    - [5.6 Data Centres](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-6-data-centres)
    - [6.0 Services, Agreement & Policies](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-0-services-agreement-policies)
    - [6.1 Service Agreement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-1-service-agreement)
    - [6.2 Privacy Policy](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-2-privacy-policy)
    - [6.3 Term of Use](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-3-term-of-use)
    - [6.4 Terms & Conditions of Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-4-terms-conditions-of-services)
    - [6.5 NDA](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-5-nda)
    - [6.6 Customer Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-6-customer-services)
    - [6.7 Resources Centre & FAQ](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-7-resources-centre-faq)
    - [7.0 Trends & Research](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-0-trends-research)
    - [7.1 Cloud Application and Trends](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-1-cloud-application-and-trends)
    - [7.2 Cybersecurity Threats](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-2-cybersecurity-threats)
    - [7.3 Digital Transformation and Trends](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-3-digital-transformation-and-trends)
    - [7.4 Hybrid Work and Social Media Convergence](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-4-hybrid-work-and-social-media-convergence)
    - [7.5 Intelligent Services and Big Data](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-5-intelligent-services-and-big-data)
    - [7.6 Total Experience (CX and EX)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-6-total-experience-cx-and-ex)
    - [7.7 Quora Findings](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-7-quora-findings)
    - [7.8 Gartner and Forrester Findings](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-8-gartner-and-forrester-findings)
    - [8.0 Training Material (Product Development)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#8-0-training-material-product-development)
- [Legal](https://support.cinnox.com/migration/internalknowledgebase/legal)

# CINNOX

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, CINNOX