With powerful quotation builder, you can effortlessly generate clean, professional, and interactive quotations in just a few clicks, saving you time and ensuring a polished and impressive presentation for your clients.
Single platform for sales
Efficiently handle your sales orders, customer service inquiries, and online shop from a unified platform. Prepare quotes for clients and convert them into finalized orders
Convenient product selection for creating sales orders and formulating orders. Once the order is placed, the system can automatically generate and send a confirmation email to the customer.
Close deals faster
Enable customers to take control of their own transactions by providing access to quotations, sales orders, delivery orders, and more. Simplify your processes with convenient online payments and accelerate deal closures with e-signatures on PDFs.
Generate a customer invoice instantly within the order window using a single click, and promptly send it to the customer for their approval.
Reporting and forecasting
Sales metrics are automatically tracked for comprehensive reports and accurate forecasts.
Multiple invoicing options: down payment, pro-forma, based on delivered or ordered quantities, based on time and materials, and based on project milestones.
Invoices are automatically created in the database whenever online payments are confirmed.
Send emails and schedule meetings with customers directly from system. All communications are automatically recorded and easily found in the same logical place.
Add optional products to quotations to seamlessly upsell to customers. Customers can add optional products to their own quotations using the online customer portal.