Sell and engage · Partly available
Sales
Quotes, orders and signed contracts, priced by the server.
Sales covers quotes, sales orders and contracts, with customer acceptance and e-signature on a public link. Every document is re-priced on the server, and accepted quotes become sales orders.
- sales rep
- sales manager
- account manager
What it changes
Why teams run Sales
- Totals are re-priced by the server, never typed in.
- Customers accept and sign online, with an evidence certificate.
- Accepted quotes become sales orders without re-entry.
Capabilities
In Sales today
Each item below is built and in the product now.
- Available
Quotes with options and revisions
Line items, sections, optional and alternative lines, revisions, templates, duplicate, expiry.
- Available
Online acceptance with signature
Send by link with one-time code; customer accepts or declines; view tracking; scheduled send.
- Available
Sales orders and reservations
Orders from accepted quotes; reserve, backorder and deliver against live stock.
- Available
Price lists and credit limits
Dated price lists, customer-group and payer pricing; credit-limit block with audited override.
- Available
Contracts with e-signature
Contract types, templates with merge fields, signing with an evidence certificate.
- Available
Renewals and reminders
Signer reminders, expiry reminders and renewals on contracts; follow-ups on open quotes.
- Available
Quote requests inbox
Inbound quote requests from public forms and the portal, with an SLA.
Not advertised as live yet
- Being verifiedInvoice from a quote or ordersBuilt; its evidence is being confirmed before we advertise it as live.
- PlannedSubscriptions charged to a saved cardSaved payment methods are not built; recurring invoices are.
- PlannedContract billing schedulesPlanned for a later release.
- PlannedCommission payoutsCommissions accrue; how they are paid out is still being decided.
- PlannedChoosing alternatives on the public linkWorks in the customer portal today.
On the same record
How Sales connects
What happens in Sales is already in these products, with nothing exported or re-typed.
See it working
A walkthrough with the people who build it.
We show Sales on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
Sales, answered plainly.
Is Sales available today?
Partly. What is listed under "In Sales today" is built; the items marked "Planned" are not available yet. Some built features are still being verified before we advertise them as live.
Can I use Sales on its own?
Yes. Switch on Sales alone and add other products when you need them. What you entered is already there for them.
What does Sales work with?
It writes into or reads from CRM, Books, Inventory, Commerce, Projects, AI, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.