Quotes and orders

02What the module does

• Quotes with variantsAdd items, discounts and additional costs to a quote, and keep multiple variants under the main quote to easily present options to your customer.
• Sent quotes are marked as presentedExport a quote to PDF and send it out. Sending automatically marks it as presented, so sales reps always know what has already gone to the customer.
• Online quote acceptanceSend your customer a web quote link they can accept online. You can revoke the link at any time to stay in control of what the customer sees.
• Keep the CRM deal up to dateUpdate the linked CRM opportunity straight from the quote so sales reps never have to copy quote figures over by hand.
• Convert selected quote lines into an orderConvert an entire quote into an order, or select only specific lines. When a customer orders only part of a quote, you do not need to create a new document from scratch.
• Conversion without retypingThe header, line items, discounts, additional costs and attachments all carry over in a single step. The conversion completes in full or not at all, preventing half-created orders.
• Purchasing flows straight from salesCreate a supplier purchase order directly from a quote or sales order, without re-entering the items you just sold.
• Clear order lifecycle stepsEvery order moves through submission, confirmation, activation and completion, and can be cancelled or reopened—so everyone sees its exact stage.
• Separate delivery and payment statusesTrack delivery, installation, billing and payment statuses independently on every order. You can see at a glance when an order is delivered but not yet paid.
• No overwritten editsWhen multiple people work on the same order at once, one colleague's edits will not overwrite another's. Nobody loses the work they just saved.
• Account transfers logged in historyTransfer an order to another company or owner with a permanent entry in the history log, so you can always trace who held the order and where it moved.
• Milestone billing via advance invoicesBill an order in stages through advance invoices and close it out with a single final invoice. The customer pays progressively while all documents stay linked together.
• Payment status driven by invoicesOptionally, an order's payment status updates automatically as its invoices are paid, letting sales reps see the payment state right on the order.
• All 13 capabilities in a single module

05Frequently asked questions