Quotes & proposals
Structured quotes that convert cleanly to orders and invoices.
Capture commercial terms once. When the deal closes, convert the quote to a sales order or invoice without retyping lines.
Commercial workflow
Move quotes through draft, sent, accepted, declined, and expired with validity dates.
Path to order or invoice
One-click conversion creates a draft order, draft invoice, or issued invoice from the same lines.
Delivery charges
Carry logistics charges from quote through to the converted document.