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Sales Quotes

Support your sales with accurate quotes for your customers

Create quotes your customers can review and accept without impacting your inventory or accounting.

Try it free for 14 days

Keep sales simple

Create sales quotes that have all the detail of a sales order yet don’t interrupt the sales order fulfillment workflow.

  • Reduce double handling
    Once your customer accepts your quote, you can turn it into an active sales order with the click of a button, which means less manual processing.
  • Quote visibility
    Open and expired quotes create an alert on your dashboard, so you can see at a glance which quotes you or your sales team are currently working on.
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Complete clarity

Give your customers all of the information they need about your product and any associated charges incurred on a sale.

  • Customer comes first
    Create a quote for your customer and all of their information loads with it, including currency, tax rate, delivery details, sell prices for products and more. Quotes can be printed or emailed on the spot.
  • Quote to sale
    When your customer accepts the sale, all the quote information is easily rolled over into a sales order, which can then be adjusted or edited as usual.

Reinforcing the sales cycle

Sales quotes are a vital support tool for the sales cycle, so you and your customer can agree on products and prices before an order is made. Make it as simple as possible to enter the information once in your quote and have it transition easily into a sales order.

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Order Management FAQ

Contact us today if you have more questions about how Order Management can work for your business.

  • Can I auto-disassemble products with serial or batch numbers?

    No. During the disassembly, a serial or batch number must be assigned to all the component products, so these disassemblies must be done manually.

  • Can I have more than one Bill of Material per product?’

    Only one Bill of Material can be used per product to break it down into component products, however a component product can result from more than one disassembled finished good. For example a box of umbrellas can be disassembled into individual umbrellas, and a crate of umbrellas can also be disassembled into individual umbrellas.

  • Where do I turn on disassembly?

    Each product can be toggled as being ‘Can Auto-assemble’ and ‘Can Auto-Disassemble’ on a Bill of Materials. No separate Bill of Materials is needed. Manual disassemblies can be create under the Production menu.

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Download FREE Cloud Manufacturing Handbook

  • How to use cloud computing for better manufacturing
  • Optimize your Bill of Materials with cloud software
  • Manage change and avoid implementation failure, and more!

Download our 30 page guide today.