Move requirements into a quote
Use price-list quoting and estimates, or route a custom quote request through the appropriate approval process.

Bring quotes, follow-up, orders and payment requests into your sales operating system. Keep the customer’s requirements and the team’s next action connected as the opportunity progresses.
A connected commercial workflow
Requirements, price lists and approvals
Quote follow-up and order tracking
Stripe payment-link generation and sending
Connected by your playbook
Connect this capability to the wider sales process, from the first enquiry to the next action your customer and team agree.
Explore Naya’s capabilitiesCommerce in Naya covers the work between a customer enquiry, a quotation and the commercial next step. Use price lists and estimates, organise custom quote requests, follow up outstanding quotations and track orders. A Stripe connection can generate and send payment links within the configured workflow. The aim is to keep requirements, approvals and payment requests connected, so a small team can see what needs attention and help the customer move forward.
Who it is for: Businesses that quote before a customer buys, need someone to approve bespoke pricing or spend time chasing open quotations and payment requests. It is particularly useful when the sale continues after the first conversation.
Use price-list quoting and estimates, or route a custom quote request through the appropriate approval process.
Keep outstanding quotes visible and connect the next conversation to the customer’s requirements, questions and order progress.
Connect Stripe so the configured workflow can create and send a payment link when the relevant conditions are met.
Collect the requirements behind the customer’s enquiry.
Prepare an estimate or route a custom quote for approval.
Check outstanding quotes and help the customer take the next step.
Generate and send the appropriate Stripe payment link when configured.
Keep the relevant outcome and next action available to the team through the configured records and reporting.
Your price lists, approval rules and payment setup shape what happens next. Keep bespoke decisions with the team when the workflow requires human judgement. Read the AI Transparency Statement
Define which requests can use an existing price list and which need a custom estimate or quote approval.
Set the conditions for generating and sending a Stripe payment link. A quote does not automatically authorise a payment request.
Use order and supported payment-status tracking to identify the next action. Keep customer questions connected to the relevant quote or order.
Yes. Quoting is included in the plans, with quotes, estimates, price-list quoting and custom quote approval workflows.
The feature set includes connecting Stripe for automatic payment-link generation and sending, subject to the configured workflow and payment setup.
No. Approval and payment-link rules should reflect your business. Set the conditions for creating and sending a payment request.
Yes. Custom quote requests and quote approval workflows let the appropriate person handle bespoke pricing before it moves forward.
Order tracking and supported payment states help the team understand what has progressed and what still needs attention.
Calling, email and SMS can support appropriate follow-up where those channels and workflows are configured.
Commerce is a capability within the Naya sales operating system. Compare the plans for feature access, capacity and support.
Build a repeatable process that helps your team handle more opportunities and keep the next action moving.