Woodwiser

Leads → Deals → Quotes

Sales Blueprint

One process for every enquiry. Each stage has an owner, an SLA and required fields, so nothing moves forward half-done — and pricing exceptions always stop at an admin.

Stages

17

across 3 modules

Transitions

21

with mandatory fields

Automated steps

6

run by the system

Lead → Won

18.4 days

average cycle, Sep

Scenario

Straight-through: Within pricing limits — auto-approved, accepted first time. Press play to follow one record from enquiry to closed deal.

Leads

Enquiry capture & qualification

Deals

Site visit, proposal & closure

Quotes

Pricing, approval & revisions

⚡ Auto-assign
Log Call
Qualify
Convert
Disqualify
Disqualify
Opens Deal
Site Measured
⚡ Quote attached
Client feedback
Advance received
Mark Lost
Mark Lost
Create Quote
⚡ Auto-approve
⚡ Needs approval
Admin approves
Send PDF + link
Client accepts
Revise → R+1
Closes Deal
Main flowMoves to another moduleExit / lostRevision loop⚡Automated by system

Journey log

Ananya Reddy · Reddy Villa, Jubilee Hills · every move is time-stamped

Straight-through

  1. Enquiry received

    Lead · Fresh Lead

    System · Day 1 · 10:02 AM

  2. Assigned to Hyderabad branch

    Lead · Not Contacted

    System · Day 1 · 10:03 AM

  3. First call logged

    Lead · Contacted

    Sales Executive · Day 1 · 12:40 PM

  4. Lead qualified

    Lead · Pre-Qualified

    Sales Executive · Day 3 · 11:15 AM

  5. Converted to deal

    Lead · Deal Created

    Sales Executive · Day 3 · 11:20 AM

  6. Deal opened — Qualification

    Deal · Qualification

    System · Day 3 · 11:20 AM

  7. Site measured

    Deal · Under Discussion

    Sales Executive · Day 5 · 04:30 PM

  8. Quote created

    Quote · Draft

    Sales Executive · Day 6 · 11:00 AM

  9. Auto-approved

    Quote · Approved

    System · Day 6 · 11:01 AM

  10. Sent to client

    Quote · Sent to Client

    Sales Executive · Day 6 · 11:10 AM

  11. Client accepted

    Quote · Accepted

    Client · Day 8 · 06:45 PM

  12. Deal Closed Won

    Deal · Closed Won

    System · Day 8 · 06:45 PM

Needs Approval

Quote stage · click any stage on the blueprint

Approval gate

Pricing is outside the sales executive's limits and needs an admin decision.

Owner

Admin

SLA

Decide within 4 hrs

In stage now

3

Moves out

  • Admin approvesQuote: ApprovedAdmin
    Approval note

    ⚡ Webhook updates Quote_Stage → Approved

Comes from

  • Needs approvalQuote: DraftSystem

    ⚡ Discount > 10%, add-ons > 5%, custom product or oversized item

Approval rules (Dealer → Client quotes)

  • Structure discount above 10% — Measured after escalation, excluding GST compensation
  • Add-ons discount above 5% — Checked independently of escalation
  • Custom product in the quote — Any item not from the standard catalogue
  • Oversized dimensions — Height or width beyond standard manufacturing limits