Sales & Quotation

Sell more with clean quotations
Professionally showcase your products and services.

overview

Easy quotation and Sales software

Sell more with clean quotations Professionally showcase your products and services. Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.

Our fully Managed services will help you succeed. Let’s get started

Get accurate forecasts

Use actionable data to make better decisions.

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    Modern User Interface

    All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.

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    Reduce Data Entry

    Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

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    Quotation Builder

    Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

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    Quotation Template

    Design custom quotation templates in just a few clicks and reuse them to save time.

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    Sales Orders

    Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

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    Manage Invoicing from Sales Orders

    Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by a customer or by invoice. Easily track and follow up on invoice ageing.

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    Customer Portal

    Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

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    Contracts

    Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with 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.

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    Schedule Activities

    Follow key quotations and orders in just a click and get alerts based on relevant activities.

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    Email Gateways

    See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more effectively.

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    On-Boarding Emails

    Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

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    Multi-Companies Rules

    Automatically mirror sales and purchase orders in a multi-companies setup.

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    Product Variants

    Create and configure products with multiple attributes or variants such as size, color, finish, etc.

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    Discounts

    Apply discounts on any quotation line item and if the discount is visible or hidden.

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    Product Types

    Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

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    Pricelists

    Use pricelist rules to compute the correct price based on customer conditions. Easily add one or more pricelists to individual products depending on each customer’s segment, especially helpful for differentiating vendors. Automatically use the applicable pricelist based on conditions such as quantity ordered and/or time the product was ordered.

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    Coupons

    Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

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    Trackable KPIs

    Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

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    Next Activities

    Get a full overview of all your sales activities, next actions, and performance data.

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    Order & Invoicing Analysis

    Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.

Benefits

Our services provide a unique range of benefits

  • Modern User Interface

    An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.

  • Trusted IT advisor

    Through regular account management meetings your Managed IT service company will be able to oversee your overall IT roadmap and become your trusted advisor.

  • Economy of scale

    As your business grows, its support structure needs to grow, too. When you use a managed IT service you can scale your business up or down with nothing more than a simple discussion.

  • Increased efficiency

    You’ll have your IT needs outsourced to a team of IT experts, and during times where you need additional project support, your managed IT provider supplies the extra staff.

  • Small initial investment

    Managed IT services help you offset the initial investment of technology costs. Rather than spending thousands of dollars on hardware and software upfront.

Stop wasting time and money on technology. Let’s get started

We love using the Sales app as it allows us to create professional quotations in just a couple of minutes. We're saving time and our customers are happy with our fast services and response
John H. Bedard, Jr