Sales and quotes

Quotes that become orders without retyping

The quote is built once and everything else comes out of it: the order, the purchase order to the supplier and the invoice. Every price or quantity change is kept as a revision, so you always know what was promised to the customer and on what date.

What you can do

Build the quote with your prices and your margin, and send it as a PDF with your logo.
Keep every revision: what changed, who changed it and when.
Turn it into an order without retyping a single line.
See what stage each quote is in and which ones are going cold.
Close the order and issue the invoice from the same screen.

Who it is for

Businesses that sell by quoting: distributors, workshops, industrial services.

The quote already has everything. Why type it in again?

Is this the piece you are missing?

Tell me how you work today and I'll tell you what can be automated.

Let's talk