Quote
From price list.
Trade feature
From quote to order, from order to shipment
In trade, quote, order confirmation and shipment pass through different hands and information gets lost on the way. The system turns a quote into an order in one click, prepares the confirmation, supports partial shipments and shows open orders per customer and line.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Quote and confirmation
A quote is prepared automatically from the customer price list and discounts; it carries a validity date and can be revised. Once the customer agrees, the quote becomes an order in one click and the order confirmation is prepared in one of four languages.
The legal wording of quotes is determined by the company.
Shipment and open orders
Order lines ship according to stock; missing lines stay as open orders and are listed automatically when they arrive. The sales team sees from one list what goes to which customer and when.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland trade runs in four languages and customers expect documents in their own; prices are given in CHF. The system prepares quotes and confirmations in four languages; assessment of tax and contract matters belongs to the company and its specialist.
Frequently asked questions
Are quote versions kept?
Yes; each revision is logged with date and user and can be compared.
How are missing lines tracked?
They remain open orders and are listed for shipment when the item arrives.
Related topics
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Trade software: invoice from shipment, QR-bill, CHF and foreign-currency invoices, credit notes. For Switzerland. Quote by e-mail.
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