Every salesperson keeps their own quote folder. The same customer can get different prices, document numbers are set by hand, and nobody can answer how much quoted value is currently awaiting a decision.
Free ConsultationIt is almost never a matter of effort. These are the patterns we keep running into.
Prices come from the list in force, including customer specific rates. Adjustments are still possible, but the starting point is always correct.
An accepted quote becomes an order, then an invoice, with no retyping. Its change history stays attached to the same document.
Document numbers are generated in sequence without intervention, so no more clashes and no skipped numbers.
Every quote awaiting a decision appears in one list with its value and expiry date, so follow up no longer depends on memory.
Prices come from the list in force, including customer specific rates. Adjustments are still possible, but the starting point is always correct.
An accepted quote becomes an order, then an invoice, with no retyping. Its change history stays attached to the same document.
Document numbers are generated in sequence without intervention, so no more clashes and no skipped numbers.
Every quote awaiting a decision appears in one list with its value and expiry date, so follow up no longer depends on memory.
A picture of the screen you would work in, not an illustration.
What this screen shows
Case study
Situation
Six salespeople produced quotes from their own files. Document numbers clashed, and management never knew how much quoted value was awaiting customer decisions.
What we built
Quoting moved onto documents sourced from the live price list, numbering was automated, and accepted quotes were made to roll into orders then invoices with no retyping.
Result
Pick the one closest to your situation. We tighten the scope in the first conversation.
Quotes come from one price list, number themselves, and stay visible until decided.
Who it is for
Sales teams still producing quotes by copying an old file.
What you get
An accepted quote runs through to invoice and payment with nothing retyped.
Who it is for
Companies whose orders and invoices are still hand copied from quotes.
What you get
The printed layout follows your existing letterhead, arrangement, and terms, including a bilingual version if needed. What changes is where the content comes from, not how it looks to a customer.
Line prices remain editable. What gets recorded is the variance against the price list, so management can see how often and how deeply discounts are given without blocking the sales team.
Yes, and it is the most useful next step. An approved order can reduce stock directly or trigger purchasing when the item is unavailable, with no separate record keeping.
Documents open from anywhere in a browser, including from a phone at a customer's site. Access is governed by role, not by location.
No long form. Send one message describing where you are now and we reply with a sensible next step, not a mass quote.
Free Consultation
