Sales

Quote, deliver and get paid in one seamless flow

From quote to order, delivery and invoice on one linked document chain — no re-keying.

Quotation, Sales Order, Delivery Order and Invoice generated in sequence
Central selling prices with approvals and effective dates
Transparent delivery proof and commissions for the sales team

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Executive overview: revenue, cash, receivables on XBuddy Office

22
capabilities: 13
advanced & AI features: 1
AI assistants on this data: Yes
on mobile

Sound familiar?

The problems this app removes

Quotes go out at wrong prices because everyone uses their own list
No clear view of which orders shipped and which are backordered
Missing delivery signatures make collecting payment harder
Month-end commission calculation takes days of reconciliation

Capabilities

22 capabilities in Sales

Catalogued against screens that exist in the product, grouped by the work they do — not a flat marketing list.

Quotes & orders

Quotations & templates
Build quotes from templates and get reminded before they expire.
Value-based order approvalAdvanced
Require Sales Order approval with value thresholds so large orders reach the right approver.
Credit limit checkAdvanced
Warn or block orders when a customer's outstanding balance exceeds their credit limit.
Generate next documentAdvanced
Create Sales Orders, deliveries and invoices from the previous document; only valid actions appear.
Document numbering policyAdvanced
Auto-number, allow manual override or require manual numbers per document type, with duplicate checks.

Delivery & returns

Delivery OrdersMobile
Pick, pack and ship partially with backorders; stock is deducted when goods actually leave.
Delivery monitoring board
Table or board by status, oldest first, with late-delivery and unpaid COD statistics.
Complete delivery proofAdvanced
One definition of complete proof: recipient, POD signature, rejection reasons and COD collected.
POD signature & handoverMobile
Capture delivery signatures, print the handover record and download a zipped evidence pack.
Returns & credit notesAdvanced
Approved customer returns restock goods and raise a Credit Note against the balance.
Invoice what was delivered
Invoice exactly the delivered quantities, never more or less.

Pricing & catalog

Central selling pricesAdvanced
One price source with history, effective dates, bulk edits and an approval queue.
Customer price listsAdvanced
Price lists per customer group or channel, optionally enforced on every order.
BundlesAdvanced
Multi-component bundles with fixed, summed or percentage-discount pricing and per-component tax.
Sales categories with access controlAdvanced
Group products into sales categories with view and approval rights per category.
Sales channels
Manage sales channels and service packages to report revenue by channel.

Team & commissions

Sales teams
Organise reps into teams with leaders and sales targets.
Commission plansAdvanced
Define commission plans, run them per period and approve before payout.
Earnings & leaderboardMobile
Reps see their own commission earnings and the performance leaderboard.

Reports & AI

Quote-to-cash reports
Follow every step from quote and order through delivery, invoice and payment.
AI sales assistantAI
AI helps draft quotes, flags late orders and suggests what to handle next.
Custom approval workflowsAdvanced
Design multi-level approval flows for quotes, orders and returns.

Real screens

Inside Sales

On mobile

Work anywhere with XBuddy Office & XBuddy Work

In practice

When you reach for it

A customer negotiates through four rounds of pricing

Each round is a quote, and nobody remembers which one was sent.

1.Create a new version from the old one; the sent version stays untouched
2.Compare the differences between two versions
3.The customer signs — the accepted version locks and becomes an order

Every version stays on record, and the order matches exactly what was signed.

Blocking delivery to a customer over their limit

Selling more to an already-overdue customer adds risk, not revenue.

1.A new order checks the credit limit and current ageing
2.Over the threshold, the order stops for approval
3.The sales director decides whether it goes through

The risk decision is made by someone with the authority, not by whoever moves fastest.

Assistants on this app

1 assistants work on this data

Each assistant carries its own skills on this app’s data, inside the caller’s permission scope.

Deal Assistant17 skills

Process-aware agent tracking deal lifecycle, identifying stale deals and proposing follow-up actions

Explore skills

Sales Velocity TrackerMeasures real days-to-close and flags deals sitting far longer than the winning average
Deal CoachMonitors your sales pipeline for stalled deals, suggests next best actions, and flags deals at risk of being lost based on time-in-stage and engagement patterns.
QuotationProcess-aware agent tracking quotation lifecycle and proposing timely follow-up or conversion actions
Sales OrderProcess-aware agent tracking sales order lifecycle and proposing timely fulfillment or escalation actions
Pricing OptimizerMonthly analysis of quote win/loss rates by product, price point, and discount level. Identifies pricing patterns that lead to wins and recommends adjustments to improve close rates.
Quotation Pipeline IntelligenceDaily monitoring of quotation funnel health: stale drafts, unanswered sent quotes, stuck approvals, and expiring quotes. AI-grades overall pipeline health and recommends actions.
Sales Order Health MonitorDaily scan for operational order issues: confirmed orders stuck without processing start, orders in-progress too long, overdue delivery dates, and high-value open orders needing attention.
Product AnalysisComprehensive per-product assistant: sales performance, pricing & discounting, won/lost price sensitivity, bundle & cross-sell, subscription & renewal, and catalog quality.
Upsell Opportunity DetectorAnalyzes each customer's purchase history and compares it against the full product catalog to uncover upsell and cross-sell opportunities. Ranks opportunities by estimated revenue potential.
Segment SuggesterAnalyzes a sample of your contacts to discover meaningful customer segments with ready-to-use filter criteria. Runs weekly and stores suggestions in the agent run report.
Campaign Attribution AnalystWeekly analysis of marketing campaign effectiveness through quotation and order revenue attribution. Identifies top-performing campaigns, low-conversion campaigns, and expiring campaign-sourced quotes.
Customer ReturnProcess-aware agent tracking customer return lifecycle, flagging returns stuck awaiting processing
Commission CalculatorWeekly audit of commission coverage: fulfilled orders missing commission entries, commission runs stuck in draft status, and per-rep performance analysis with AI anomaly detection.
Follow-up Email DrafterDrafts thank-you / follow-up emails after meetings for the salesperson to review and send
Pipeline ReviewRuns the weekly pipeline inspection: age-weighted commit vs best-case forecast, plus the next-step, engagement and date-slip findings for every slipping deal
Lost Deal AnalystAnalyzes closed-lost deals by reason, value and competitor to find the patterns worth changing
Forecast Accuracy MonitorMeasures how often deals close by their forecast date and lists open deals already past theirs

Solutions

Sales in end-to-end solutions

IT services & consultingSell billable hours without leaking billable hours Distribution & tradingRight goods out, cash in on time SME CEORun the whole company in five minutes a morning Head of salesNever let a lead go cold Order to cashFrom quote to cash, no broken links

FAQ

Frequently asked

When is stock deducted?

When the Delivery Order ships. Partial deliveries and backorders are supported.

Can I issue e-invoices?

Yes. Sales invoices connect to e-invoicing through the Finance app with supported providers.

Can reps change prices on quotes?

Configurable. You can enforce price lists and route all price changes through approval.

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