Quotations & Sales Orders

Quote to cash in one flow

Send a quotation, convert it to an order, ship it and invoice it — each step created from the last, with PDFs at every stage.
  • Quotations
  • Sales orders
  • Deliveries
  • Invoices from orders
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Quotations & Sales Orders
Quotations

Win the deal on the first send

Create, revise and duplicate quotations, send them as PDF and convert the accepted version into a sales order.
  • Revisions
  • Duplicate quotation
  • PDF quotations
  • Convert to order
Orders & delivery

Approve, pack, ship, deliver

Sales orders go through an approval step, then deliveries track packed, shipped and delivered with printable delivery notes.
  • Order approval
  • Activity timeline
  • Delivery status
  • Delivery note PDF
Teams & commissions

Reward the people who sell

Organise sales teams, set commission rules and approve payouts, with price lists, channels and forecasts to plan ahead.
  • Commission rules
  • Sales teams
  • Price lists
  • Sales forecasts
Eigenschaften

Connected Features

Each area of ERPSync shares the same customers, products, people and ledger, so work done in one place is instantly available everywhere else.

Client Portal & Helpdesk

Give clients a self-service portal for invoices, estimates and contracts, and answer their tickets in a built-in helpdesk.

Mehr

Ihr gesamtes Unternehmen, synchron.

Bringen Sie Projekte, Vertrieb, Finanzen, Lager, Fertigung und Personal auf eine Plattform – und hören Sie auf, Tabellen abzugleichen.

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Kontaktiere uns

In Kontakt kommen

Wir gedeihen, wenn wir innovative Ideen entwickeln, verstehen aber auch, dass ein intelligentes Konzept mit faucibus sapien odio messbaren Ergebnissen unterstützt werden sollte.