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# How to Build a Quote-to-Order Flow
- URL: https://blog.jestor.com/build-quote-to-order-flow/
- Published: 2026-09-17T22:33:55.000Z
- Updated: 2026-09-17T22:33:55.000Z
- Author: Bruno Bannach

To **build a quote to order flow**, the quote and the order must share the same product catalogue and the same client record. Retyping between them is where errors and delays come from.

## Why quoting and ordering drift apart

They are often built as separate processes, by different teams, at different times.

- Prices quoted from a list that is out of date
- Client details entered twice, slightly differently
- Approved quotes retyped as orders
- No visibility of which quotes converted

## What the flow should share

| Shared element        | Why it matters                               |
| --------------------- | -------------------------------------------- |
| **Product catalogue** | Prices and codes maintained once             |
| **Client record**     | One record, referenced by both               |
| **Line items**        | Carried from quote to order without retyping |
| **Status**            | Conversion visible as a pipeline stage       |

## How to build it in Jestor

1. Register products and clients in **Omie** so they appear automatically in **Jestor**.
2. Build the quote with line items and quantities, selecting from the shared catalogue.
3. Link the quote to the client record so their full history is available.
4. Move the quote to an order stage rather than creating a separate record.
5. Track conversion as a pipeline indicator, alongside open and awaiting-classification quotes.

## Why Jestor is the best complement to Omie for commercial flows

The connection is native, with no intermediary service — which is why a product created in Omie is immediately selectable on a quote, with no sync step that could fail.

Because quotes and orders reference the same client record, a customer's full commercial history is visible from their card rather than assembled across systems.

## Frequently Asked Questions

### Do I have to retype items into the order?

No, they carry across when the record advances. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Where are products registered?

In Omie; they appear automatically in Jestor.

### Can I see conversion rates?

Yes, as an indicator on the pipeline.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.