Quotations with controls
Quotes are built from your pricing. A discount above the limit needs approval before it goes out.
Run every order from quotation to invoice in one place. DotOne links the quote, the sales order, the stock, the dispatch and the GST invoice, so your team stops re-typing the same order into three systems.
Quotations, orders, dispatch and GST invoices in one flow, linked to stock and production.
Quotes are built from your pricing. A discount above the limit needs approval before it goes out.
Plan dispatch against the order, generate delivery challans and record proof of delivery.
An accepted quote becomes a sales order, then a GST invoice, without keying it again.
Customers check their quotes and orders themselves, so fewer calls reach your team.
A confirmed order checks stock and can feed a production plan for the shortfall.
Screens show demo data.
Screens show demo data.
Tracks quotations and orders, forecasts demand and reminds your team who to follow up.
See what the agent doesCRM handles leads, follow-ups and the pipeline before a deal is won. Sales management takes over from the quotation and runs the order through stock, dispatch and invoicing. Both share the same customer records.
Yes. You set discount limits and approval rules. A quotation outside those limits goes to the right person for approval before it reaches the customer.
Yes. Sales invoices and credit notes can sync to Tally Prime or Tally ERP 9 with the GST breakup, through the DotOne Tally connector.
Yes. When an order needs goods that are not in stock, it can feed the production plan, so the shopfloor works to confirmed orders.
In a 30-minute demo we take a sample order from your business through quotation, approval, dispatch and GST invoice.