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Product ยท Sales

Quote to cash, without re-keying a single line

Estimates, approvals, sales orders, delivery challans, invoices and receipts flow through one record - so what you quoted is what you dispatch and what you bill.

Available The full quote-to-cash workflow is live and in day-to-day use.
Who it's for

Built for these teams

Sales teamsOwners & executivesFinance teamsImplementation partners
Primary workflows

What you can do today

Every capability below is labelled with its real availability status - we don't describe planned work as shipped.

  • Estimates & quotations

    Template-driven estimates and quotes with rate cards, tax profiles, payment and delivery terms baked in.

    Available

  • Approval workflows

    Discount and quote approvals route through configurable approval-threshold policies before a quote goes out.

    Available

  • Sales orders

    Approved quotes convert to sales orders without re-keying line items.

    Available

  • Delivery challans & dispatch paperwork

    Generate delivery challans against a sales order as goods move out.

    Available

  • Proforma & tax invoices

    Proforma and GST-ready tax invoices generated from the same order record.

    Available

  • Credit notes & receipts

    Credit notes and payment receipts reconcile against the original invoice.

    Available

  • Sales dashboards

    Order value, conversion and approval-pipeline dashboards for sales leadership.

    Available

  • Industry-specific sales packs

    Pre-configured rate cards and terms for specific verticals.

    Beta
Quote to cash

One record, from estimate to receipt

An estimate becomes a quote, an approved quote becomes a sales order, and a sales order becomes delivery paperwork and invoices - all without re-entering the line items, so pricing and margin stay consistent end to end.

  • Rate cards, tax profiles & terms built in
  • Configurable discount/quote approval policies
  • Proforma & tax invoices from the same order
Controls & security

How access and records are governed

Role-based permissions and an append-only audit trail apply across every module - see the Security & Compliance page for the full model.

  • Role-based permission scoping

    Estimates, sales orders and invoices are gated by permission, separate from who can approve a discount.

    Available

  • Approval-threshold policies

    Discounts and quote values above a configured threshold require a named approver before the document is issued.

    Available

  • Append-only audit trail

    Every quote, order and invoice state change is written to the platform audit log with actor and timestamp.

    Available
Integrations

Connects with

See the full integrations list for accounting, messaging and developer access.

Ra

Razorpay

Payments

Collect advances and balances online; payments reconcile against invoices automatically.

Wh

WhatsApp

Messaging

Send quotes and order updates to customers directly from a sales record.

RE

REST API

Developer

Sync orders and invoices with your other systems.

Implementation

What it takes to turn this on

  • Set up rate cards, tax profiles, payment and delivery terms via the sales setup wizard.
  • Configure approval-threshold policies for discounts and quote values before go-live.
  • Assign sales, approver and finance roles so approvals and invoicing route to the right people.
  • Connect a payment gateway if you want online advances and balances to reconcile automatically.
Learn

Keep learning

Creating contacts, companies, leads & opportunities Sales-to-accounting handoff Dashboards & saved views
Questions

Frequently asked

Does a sales order automatically become an invoice?

A sales order carries its line items forward so proforma and tax invoices can be generated from it without re-entry - invoice generation itself is a deliberate action by your finance or sales team, not automatic.

Can we require sign-off on discounted quotes?

Yes. Approval-threshold policies let you require a named approver once a discount or quote value crosses a limit you configure.

Is GST invoicing supported?

Yes - tax invoices are built for Indian GST compliance and reconcile against payments and expenses in Accounting.

See sales run on your own price list

Book a demo and we'll quote a real order live.

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