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Sales & CRMSales & Quotations
From the first quotation to the last progress billing. Quotations, sales orders and progress billing, with the margin on every line.
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Introduction
From the first bid to the last billing. Every job, won and billed in one place.
Overview: Won, open, in the pipeline
See what is won, and what is still open.
New quotation: A bid in minutes
Build a bid in minutes.
Confirm: Won: the order is raised
Won? The contract order is raised for you.
Sales order: Job order and invoice, ready
Confirm it, and the job order and invoice are ready.
Progress billing: Billed stage by stage
Then bill it, stage by stage.
Wrap-up
I.S ERP Sales. Win the job, bill every stage.
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