Who It Is For
Operators needing a focused money-closure workflow on top of shared truth primitives.
Selling Template
FoundationSelling context for estimate, invoice, obligation, and collection flow.
Selling Template frames quote-to-invoice-to-collection as one governed loop tied to proof and obligations.
Templates define the business context. Motions perform the reusable utility work. OweMotion holds the truth.
Pain It Solves
Revenue leakage from disconnected quoting, proof, and collection steps.
Workflow Overview
Core statuses: opportunity -> quoted -> approved -> invoiced -> settled
Utility Motions used: LeadMotion, FollowUpMotion, PayMotion, ReviewMotion
Proof Captured
- - quote_acceptance
- - delivery_confirmation
- - payment_receipt
Common Obligations
- - invoice_follow_up
- - collection_attempt
- - settlement_confirmation
Follow-up & Review
Follow-up rules
- - overdue reminder cadence
- - post-payment review request
Review triggers
- - successful settlement
Payment Triggers
- - quote accepted
- - invoice issued
- - collection received
Status Notes
Registry foundation established; dedicated selling surfaces remain planned.
Next step
This page reflects current template status and scope. It does not imply full activation where status is Foundation, Pilot, or Coming Soon.