Order & contract sorting
From quotations to sales orders
Convert quotations into sales orders with a single click.
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with recurring contracts.
Create Professional Quotations
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Send Pro-forma invoices to your customers.
Design custom quotation templates in just a few clicks and reuse them to save time.
Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Manage Orders & Contracts
Convert quotations into sales orders in one click. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with software Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.
Manage Invoicing from Sales Orders
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Apply special routes from order lines: dropshipping, replenish on order, etc.
Maintain Products & Prices
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Units of Measure
Sell product in multiple units of measure and let our software manages the conversion.