From quotation to order — without spreadsheets, repeated data entry, or lost follow-ups.
Discuss Your Quotation Process →01 · Dashboard — see your quotation pipeline at a glance
From building a quote to converting it into an order — one connected flow, not four disconnected screens.
| Item | Qty | Price | Disc | VAT | Total |
|---|---|---|---|---|---|
| CCTV Camera | 20 | 450 | 5% | 15% | 9,832.50 |
| NVR | 2 | 2,800 | — | 15% | 6,440.00 |
| Installation | 1 | 3,500 | — | 15% | 4,025.00 |
Create detailed quotes — products, pricing, discounts, and VAT — faster.
Track status, approvals, and every revision in one place.
Turn an accepted quote into an order — no re-entry.
Quotation & Sales Management gives your sales team one place to create, manage, and follow up on quotations instead of scattering information across spreadsheets, PDFs, WhatsApp messages, and email threads. Designed around your quotation workflow, pricing structure, and business requirements.
Build quotations using your products or services — pricing, quantities, taxes, discounts, and terms — and generate a professional PDF to send.
Set approval workflows for discounts, pricing, or high-value quotations.
Know what's still in draft, sent, under review, approved, rejected, or expired — and find any quotation by client, project, or reference number.
Keep a complete history whenever a quotation is revised or updated.
See which quotations need attention so you don't lose potential business.
Turn an accepted quotation into a sales order without entering the same information again. Keep order details, status, and the original quotation connected in one workflow.
Once a quotation is accepted and converted, it becomes its own Sales Order — not just a status change — linked back to the quotation it came from.
Notes: Coordinated with client for site handover timing.
This tracks the sales order's commercial status only — not delivery, installation, project milestones, procurement, inventory, or task management. If your business needs those too, we scope that separately.
One workflow. From first quote to a completed sales order.
