OVERVIEW

Sales¶

Manage quotations and sales orders, configure pricing and products, and streamline fulfillment and invoicing.

From Quotation to Order in One Place¶

With Sales, manage the complete commercial cycle from a single workspace. Build professional offers using Quotation Templates and the PDF Quote Builder, collect customer approvals with Online Signatures and Online Payments, and secure order processing with confirmed sales locking and pro-forma invoicing.

Complete Control Over Pricing, Shipping, and Invoicing¶

Maintain full visibility over margins, pricelists, discounts, and product variants. Coordinate fulfillment using delivery methods and the Sendcloud shipping integration, and automate billing based on your preferred invoicing policy, whether invoicing ordered or delivered quantities.

Quick Actions¶


I want to create a quotation Go directly to the practical steps to draft, customize, and send an offer.	I am here for the first time Learn the sales process with a complete end-to-end walkthrough.
What does this field or policy mean? Understand invoicing policies, pricing formulas, order statuses, and margins.	What can I configure in advance? Set up quotation templates, units of measure, pricelists, and Sendcloud delivery methods.

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