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Quotes, documents, and products

How to keep commercial assets consistent across the team

This section explains how commercial documents, products, and structured proposals should be used in PageCRM.

Commercial consistency matters more than design perfection. The team should agree on basic pricing rules, naming patterns, and when a document becomes final enough to send to a customer.

If every user names products or documents differently, the CRM becomes harder to search and support. Use stable names, stable categories, and a simple approval or review habit where needed.