Sales

Quote off that design, sign it online

€19 / user / monthor €16/mo billed annually

The quote is generated from the placements, with live margin on every line. It goes out as a branded link the client accepts online, and that becomes the invoice.

What's in Sales

  • BOM to priced quote
  • Client offer page, signed online
  • Orders & order builder
  • Invoices, payments & reminders

See it work

Quotes off the plan, with live margin

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Quotes off the plan, with live margin

Every placement becomes a priced line, grouped into sections you name. Set discounts and VAT, and watch per-line and total margin color-code as you go, so a healthy deal never slips to thin.

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A bill of materials that reconciles

The BOM merges floor plan, racks, and quote into one list and flags every gap: drawn but not quoted, quoted but not placed, quantities that do not match. Diff it against any earlier revision.

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Interactive offers that close

Send a link, not a PDF. Clients compare Good, Better, Best versions, toggle optional add-ons that recompute the total, pin comments on the plan, and accept online, with their name, choices, and a timestamp recorded. You see when it's opened.

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Offers you control

Put a password on an offer, restrict it to named email addresses, and stop it being copied. Clients who are not ready to sign can request changes instead of accepting, so the conversation stays on the offer rather than in your inbox.

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PDF proposal export

Export any offer as a branded PDF proposal in a click, for clients who still want a document to sign or file.

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The order is where the money gets real

An accepted quote converts to an order in one click, carrying its lines, discounts, and sections across, and the losing quotes on that job are marked superseded so nobody works from the wrong one. The order is the agreed total, and its page shows ordered against invoiced against remaining, with net and tax kept apart. Small job? Invoice the quote directly and skip the order entirely.

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Invoicing from the accepted offer

Invoice straight from an accepted offer or order, with per-line tax, your legal and bank details, and gapless sequential numbering. Send as a branded PDF, record payments against it, and let reminders chase what is overdue. Bill large jobs in stages with deposit, milestone, and final invoices that net the deposit off so VAT is charged once. A sent invoice is frozen: you correct it with a credit note, never by editing it after the fact.

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Payment schedules, agreed up front

40% on order, 50% on delivery, 10% on sign-off. Set the split your company works to once, and an order takes its own copy the first time it is billed, so changing the house default next year never rewrites a deal you already signed. Each step is editable on the order for the job that needs its own terms.

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VAT that knows which rule applies

Every quote, order, and invoice carries a tax treatment: standard, reverse charge, export, or exempt. Avitly suggests it from your country, the customer's country, and whether they gave a VAT number, zeroes the rate where it belongs, and prints the legal note on the document. Rates sit per line rather than per document, and the label follows your country, so a GST or sales-tax business never sees the word VAT.

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Design it once. Sell it, install it, service it.

Avitly runs the whole install off one floor plan: quote, client-signed offer, bill of materials, rack layout, then device credentials and tickets after handover. Presales to maintenance, no re-entry.

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