A seamless sales flow from the customer card to a multi-currency quote PDF, agreement and project. Fed by the service catalog and products, with clause blocks added from the quote terms library.
A 360° view with the customer card, contact details and (in the audit module) a risk tab.
Position-based and fixed-price items, product discount/markup, 3-mode PDF and snapshot pricing.
A company clause-block library; comes to the quote by default and can be overridden per quote.
Service groups and position price lists; consistent pricing with conflict rules.
An approved quote becomes an agreement in one click; the agreement evolves into a project.
Cost and margin only in the internal preview; not on customer-facing documents.
Click the image to enlarge and navigate.
Customers Quotes
Agreements
ProjectsCreate the customer card; acceptance risk is assessed in the audit module.
Pick items from the catalog and set currency and terms.
Multi-step approval; in an audit tenant, risk approval is added to the chain too.
An approved quote flows to an agreement and project.
Add, edit and detail screens. Click to enlarge.
Quote creation screen
Quote detail — conversion status
Customer detail — tabbed
Agreement detailConcrete use cases that map to your daily work.
Use TRY, USD, EUR line items in the same quote; on approval, prices and terms are frozen as a snapshot.
An approved quote evolves into an agreement, and the agreement into a position-budgeted project — with no data loss.
Create consistent, fast quotes with position-based price lists and conflict rules.
Contact details, quotes, agreements and (in the audit module) a risk tab on one card.
Cost and margin appear only in the manager preview; not on the customer-facing PDF.
Bring company clause blocks to the quote by default, and adjust per-quote when needed.
CRM & Sales shares the same data model with the modules below and transfers information automatically.
Try the module free for 7 days with your own data.