How to Build a Quote-to-Order Flow

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Prices quoted from a list that is out of date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

Register products and clients in Omie so they appear automatically in Jestor.
Build the quote with line items and quantities, selecting from the shared catalogue.
Link the quote to the client record so their full history is available.
Move the quote to an order stage rather than creating a separate record.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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