Quote-to-order platforms
For businesses whose sales still run on paper, spreadsheets and WhatsApp. Consultants quote on a tablet or phone, managers approve, the office dispatches and invoices, and head office sees the whole pipeline live.
- Role-based workflow from consultant to branch manager to head office
- Accurate pricing that matches your accounting system, including configured products
- Documents generated automatically: quotes, orders and invoices as branded PDFs
- Notifications that route each order to the right people by email