Key Capabilities Everything your team needs to manage workflows, visibility, and governance from one command center.
Structured Quotation Management Create professional, accurate quotations in minutes.
Key Features Include:
Customer-linked quotation creation Automated subtotal, tax, and total calculations Configurable validity and expiry tracking Line-level pricing and discount control Reduce manual errors and improve response speed.
Flexible Pricing & Discount Governance Ensure discipline across sales teams.
Key Features Include:
Role-based discount limits Automated approval triggers Discount tracking at line and document level Complete approval history Maintain profitability while empowering teams.
Seamless Quote-to-Order Conversion Close deals faster with minimal effort.
Key Features Include:
One-click conversion from quotation to order Automatic data transfer across documents Delivery tracking with order status visibility Eliminate rework and reduce operational delays.
Configurable Sales Terms & Logistics Manage operational details efficiently.
Key Features Include:
Payment terms with credit-day configuration Shipping method and cost tracking Role-based rule enforcement Keep transactions aligned with business policies.
Role-Based Access & Governance Built for structured collaboration across departments.
Key Features Include:
Sales Executives — Create quotations Sales Managers — Approve pricing and discounts Finance Teams — Monitor revenue visibility Organization Admin — Full control Ensures accountability across the sales cycle.