Sales & Marketing

  • State-based order management
     

  • Meta-information about quotes: responsible people, customer, addresses, invoices, deliveries, due dates and more
     

  • Quote generation via PDF and automated email delivery with delivered/opened/read tracking
     

  • Order confirmation via PDF and automated email delivery with delivered/opened/read tracking
     

  • Quotes can have multiple products, can be archived and duplicated
     

  • Won vs. Lost tracking