Build the quotation
Prepare customer quotations with item details, quantities and commercial terms. Share printable documents from the same record your team works with.
SALES & ORDER MANAGEMENT
Bring commercial details, line items and customer commitments into a shared sales workflow. Keep the handoff from quotation to order and invoicing easier to follow.
Available in Basic, Growth, Advance.
Customer commitments and the work to fulfil them.
Sales teams need a reliable record of what was offered, what was confirmed and what remains to be delivered. Pletox ERP keeps those stages connected.
Prepare customer quotations with item details, quantities and commercial terms. Share printable documents from the same record your team works with.
Maintain sales orders, release and cancellation workflows, and the details needed for downstream fulfilment.
Review order quantities alongside invoicing progress. Keep pending work visible when an order is fulfilled in stages.
FROM INFORMATION TO ACTION
Order and invoice records track quantities so teams can follow partial fulfilment. Your release, cancellation and invoicing process is reviewed during implementation.