Versioned quotes
Every revision creates a version, comparable to the previous one, logging when it was sent and how the customer responded.
Contextual price lists
Prices vary by customer group, channel, quantity, currency and effective date, applied automatically.
Discount control
Each sales level has a discount ceiling; beyond it the document routes to the right approver, showing the remaining margin.
Product configuration and bundles
Sell configured products, service bundles or subscriptions, with cross-sell and exclusion rules.
Quote to order
One action turns an accepted quote into an order, keeping the link back to the quote and the rep.
Split deliveries
One order in scheduled instalments tracking delivered, outstanding and invoiced quantities, with stock reserved per instalment.
Credit check at sale
Before confirming an order, the customer’s credit limit and ageing are checked, blocking or escalating when exceeded.
Sales forecasting
Forecast by stage, rep, territory and period against target and prior results.
Targets and commission
Targets by rep, team and product, with multi-tier commission on revenue or margin, closed per period and posted to payroll.
Returns and credit notes
Returns, post-sale rebates and credit notes with approval, updating stock and receivables together.
