Sales

Easily create professional-looking, customizable quotations with pre-designed templates to suit your brand.

Use an intuitive drag-and-drop interface to build quotations, including adding products, optional items and pricing information.

Automatically apply customer-specific pricing, discounts or negotiated terms while creating quotations.

Define approval rules for quotations, ensuring compliance with internal policies before sending them to customers.

Convert approved quotations into sales orders in one click, streamlining the sales process.

Automate the creation of recurring sales orders for subscription-based or repeat customers.

Get automated recommendations for upselling or cross-selling additional products during the sales order creation process.

Create and manage sales orders in multiple currencies for international transactions.

Manage multiple pricelists based on customer groups, geographic regions or seasonal promotions.

Set up discounts, promotions or coupons to incentivize purchases and increase revenue.

Highlight optional products that complement the primary items being purchased to increase order value.

Maintain a centralised database of customer information, including contact details, purchase history and preferences.

Seamlessly convert leads or opportunities into quotations and sales orders through integration with the CRM app.

Provide customers with a dedicated portal to view their orders, invoices and payment statuses.

Access real-time dashboards to track key sales metrics such as revenue, orders and team performance.

Analyze your sales pipeline to identify bottlenecks and opportunities for improvement.

Use historical data to predict future sales trends and make informed decisions.

Allow customers to sign quotations digitally, speeding up the approval process and eliminating paperwork.

Incorporate e-signatures into your workflow for contracts and agreements, ensuring compliance and efficiency.