Build the order with a live credit check and the customer's tier discount already applied. Send it for signature. When the customer signs, turn it into an invoice with one click. No re-typing the same details.
Today: your salesperson types a quote in Word. Forwards it to the manager for the discount approval. Re-types the numbers into your invoicing app. Discovers the line items don't match. The customer gets impatient. The deal slows down.
The customer's tier discount applies itself while you build the order, with a live credit check. The form tells the rep as they type whether a discount needs sign-off, and who it goes to.
Submitting evaluates your rules, builds the approval steps and freezes the order. A credit-limit breach blocks it unless the approver overrides. A bulk approve queue and a daily nudge for anything stuck. Approval workflows are on the Scale plan.
Turn the order into an invoice in one click. Export it in Tally, Zoho Books, QuickBooks or Xero format, and every export is audited.
The customer gets a PDF and a time-limited link, and signs with a typed name. IP, browser and timestamp are captured. No third-party e-signature account needed.
Recurring orders, and blanket orders with a remaining-balance bar whose releases cannot overdraw the commitment. Revision history on every order and line.
A worklist with this month's value, pending approval, in fulfilment, awaiting signature and overdue delivery. Reports on cycle time by stage, discount drift and a weighted forecast.
No re-typing. No emails asking for approval.
Quotes and proposals come with every plan. Sales orders, invoices and payments are the Billing module: one price for the whole team, not per user.
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