BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Sales & Billing

Quote-to-cash flow with products, invoices and payments.

Target Audience

Finance and sales ops managing quote-to-cash and collections.

Prerequisites

  • Product catalog and tax rates configured.
  • Numbering sequences defined per document.
  • PDF storage and public links verified.

Module Positioning

Quote-to-cash operating layer linking products, quotes, invoices and collections.

Priority Use Cases

  • From approved quote to paid invoice.
  • Credit note and partial payment management.

Operating Model

  • Daily AR follow-up and blocked invoice tracking.
  • Monthly reconciliation between CRM and accounting.

KPI

  • Quote acceptance rate and cycle time.
  • DSO and overdue invoice ratio.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. Products & Taxes

    Goal: Products & Taxes

    Products & Taxes formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Products & Taxes" with measurable controls for quote-to-cash reliability.

    • Catalog and tax matrix are versioned and compliant.
    • Operational evidence is captured for Products & Taxes.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/quotes), then confirm expected permissions and logs.

    • Tax calculations match expected country rules.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Hardcoding tax rates in quote lines.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  2. 2. Quotes

    Goal: Quotes

    Quotes formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Quotes" with measurable controls for quote-to-cash reliability.

    • Quote lifecycle from draft to acceptance is controlled.
    • Operational evidence is captured for Quotes.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/quotes), then confirm expected permissions and logs.

    • Approval gates and send permissions are enforced.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Editing accepted quotes without revision process.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  3. 3. Invoices

    Goal: Invoices

    Invoices formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Invoices" with measurable controls for quote-to-cash reliability.

    • Invoicing stays consistent with fiscal and legal data.
    • Operational evidence is captured for Invoices.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/quotes), then confirm expected permissions and logs.

    • PDF generation and references are stable.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Issuing invoices from incomplete customer profiles.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  4. 4. Payments & Credit Notes

    Goal: Payments & Credit Notes

    Payments & Credit Notes formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Payments & Credit Notes" with measurable controls for quote-to-cash reliability.

    • Cash collection and adjustment flows are auditable.
    • Operational evidence is captured for Payments & Credit Notes.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/quotes), then confirm expected permissions and logs.

    • Partial payment and credit note scenarios are covered.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Manual balance edits outside payment records.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  5. 5. Numbering Sequences

    Goal: Numbering Sequences

    Numbering Sequences formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Numbering Sequences" with measurable controls for quote-to-cash reliability.

    • Document numbering is unique and legally ordered.
    • Operational evidence is captured for Numbering Sequences.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/quotes), then confirm expected permissions and logs.

    • Sequence continuity is checked after deploy.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Resetting sequences without audit rationale.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  6. 6. PDF & Email Templates

    Goal: PDF & Email Templates

    PDF & Email Templates formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "PDF & Email Templates" with measurable controls for quote-to-cash reliability.

    • Customer communication is branded and localized.
    • Operational evidence is captured for PDF & Email Templates.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/quotes), then confirm expected permissions and logs.

    • Template placeholders and CTA links are validated.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 7 before edge cases and access scope are confirmed for this step.

    • Shipping templates without multi-language review.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

Go-live Checklist

  • Quote approval flow and send permission validated.
  • Invoice payment and credit note lifecycle tested.
  • PDF generation and download checked from UI and API.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.