Deals: notes, attachments, checklists, line items and automatic value

Overview

A deal in the ConversaLabs CRM is much more than a title and a stage. Each deal brings together the elements that tell the full story of the opportunity:

• Notes — internal team records about progress.
• Attachments — related files (proposals, contracts, receipts).
• Checklists — tasks to complete, with a done/total counter.
• Line items — the lines of a quote (product, quantity, price and discount).
• Value — the deal amount, which can be automatic (summed from line items) or manual (typed by you).

When you add line items, the platform calculates the deal value automatically by summing each line total. This turns the deal into a small, consistent quote.

Prerequisites

• The CRM (pipelines) module enabled and a deal already created.
• CRM management permission to edit notes, attachments, checklists, items and value.
• To pull items from the catalog, the Catalog module with products in place.

Step by step

Add notes and attachments

1. Open the deal in the CRM.
2. In the deal panel, add a note with the context of the conversation or decision.
3. Attach relevant files to the deal to keep everything in one place.

Create a checklist

1. In the deal, open the checklist section.
2. Add the items that must be completed (e.g., send proposal, schedule meeting).
3. Check each item as you go; the platform shows the completed total.

Build the quote with line items

1. In the line items section, add a product (from the catalog) or a one-off item.
2. Set quantity, unit price and, if needed, a discount (fixed amount or percentage).
3. The platform computes the total of each line and adds it all into the deal value.
4. To return to a manual value, remove the line items.

Settings & options

• Automatic vs manual value: if any line item exists, the value becomes automatic (sum of the lines). With no line items, you set the value manually.
• Per-line discount: each item accepts a fixed discount (direct deduction) or a percentage (on the line subtotal). A line total is never negative.
• Single currency per deal: all lines use the deal's currency; the first line sets the currency.
• Catalog snapshot: when you add a catalog item, the name and price are frozen at that moment — editing the product in the catalog later does not change a quote you already built.
• Counters: the deal shows counts of notes, attachments and checklist items (done/total).

Use cases

• Build a proposal inside the deal itself, with products, quantities and discounts.
• Track a qualification checklist before advancing the stage.
• Keep the PDF proposal and receipts as attachments on the deal.
• Keep the pipeline value consistent with the customer's real quote.

Tips, limits & best practices

• Prefer line items for quotes: the value stays correct and auditable.
• Since the catalog item is a snapshot, update prices in the catalog before building new quotes.
• Use notes for internal history and attachments for documents — don't mix the two.
• Keep the checklist lean and actionable; it guides progress through the stages.

Troubleshooting

• The value doesn't sum the items: check that line items exist; with none, the value is manual.
• I can't change the currency: the currency is single per deal and set by the first line — remove the lines to reset it.
• The price differs from the catalog: the item keeps the price from the moment it was added (snapshot).
• I don't see line items: confirm the Catalog module is enabled and has products.

See also

• CRM: pipelines, kanban and deals
• Orders Registry in the CRM
• Companies and linking to contacts
• Contacts and CRM overview