Quotes, Orders & Contracts

Q- to SO- to C-, without rekeying a line.

Build quotes with line items and discounts, move them through a status workflow, convert accepted quotes to sales orders, track fulfillment, and convert to contracts with billing fields. Related records appear on the account.

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Capabilities

What you can do

Quote builder

Line items, discounts, and status workflow.

Convert to Order

Accepted quotes become sales orders.

Convert to Contract

Orders become contracts with billing fields.

Account view

Every related quote, order, and contract on the account.

Connected features

Works hand in hand with

Sales CRM

Contacts & Opportunity Pipeline

Kanban pipeline with stages, product interests, and won/lost.

Kanban & list
Product interests
Notes & attachments

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Inventory Management

Unified Product Catalog & Vendors

Define a product once. Use it in every module.

One SKU master
Vendor links
Purchasing units

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See Quotes, Orders & Contracts in action.

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