Streamline quotations, order management, and customer communication.
Quotation Templates
Quotation Templates
Set up frequently used quotation templates to automate common orders and skip time-consuming complex steps.
Quickly Generate Professional Sales Orders and Invoices (Improve Sales)
Offer customized sales order layouts, and send them directly to customers via email through the system.
Improve Smart Buttons
Smart buttons at the top of the contact form allow quick access to opportunities, sales, purchases, invoices, etc., related to the current contact.
Smart buttons at the top of quotes and sales orders link to related delivery orders and invoices.
Sales improvement – Centralized Orders on a Single Platform for Improve Sales
Sales improvement – Centralized Orders on a Single Platform for Improve Sales
Manage sales orders, customer service, and e-commerce orders all in one sales page.
Dropshipping
Sales improvement – When customers place an order, suppliers can directly ship to the customer, helping to reduce inventory costs.
Improve – Pricing and Discount Rules
variety of easy-to-use tools to help with pricing and Improve Sales
