Offer → order conversion
A won offer converts to a single linked order, so the quote the client agreed to is the order you fulfil.
A cross-platform quoting and order system for any company that sells on quotes. Draft, send, negotiate, revise, and convert to an order — with every change kept on record.
Every offer carries its full history down a single track. It either lands as an order or closes with a reason — never silently disappears into a spreadsheet tab.
Build the quote, line by line, in any currency.
Issue a clean client-facing offer as a PDF.
Track back-and-forth without losing the thread.
Snapshot every change, reproducible exactly as sent.
Converts one-to-one into a linked order.
→ OrderClosed with a recorded reason for the analytics.
LoggedA won offer converts to a single linked order, so the quote the client agreed to is the order you fulfil.
Every revision is snapshotted and can be reproduced exactly as it was sent — no guesswork over which version landed.
Internal and client-facing documents are generated on demand. Nothing is written to disk to go stale.
Quote in any currency, read analytics per currency, and roll everything up into a single reporting currency.
Admin and user roles, secured end to end with JWT authentication.
Win rate, pipeline value, revenue by client, and a breakdown of why offers were lost.
This is the system for it — draft, negotiate, revise, and convert every quote into an order, with the full history kept on record. Try the demo, or reach out to set it up for your team.