How it works

Quotes

Create, send, and track proposals: catalog, custom lines, validity, PDF, coupon or points, and convert to an order when the customer accepts.

How it works

  1. 1The shop — or the customer in the app — builds the proposal with catalog, custom lines, validity, branch, and coupon or points.
  2. 2You send it as a PDF. The customer sees it on web or phone, can request a coupon, and the shop applies it to the total.
  3. 3If they accept, an order is created with the same lines. If it expires, you reactivate it with a new validity without starting over.
  • In-app approval
  • PDF and delivery
  • Coupon or points
  • Convert to order

Other modules