Sales quoting software for wholesalers and trade suppliers
Quotes that win the job.
Price from your own lists, see the margin, send a branded quote and turn it into an order the moment the customer says yes.
What it does
Sales quotes in Orderfy.
Fast to build
Add lines by code, name or barcode, priced for that customer straight away.
Your branding
Your logo, layout and wording on every quote, with your terms attached.
Revisions kept
Revise a quote as the job changes. Every version is kept, and the current one is clear.
Stock and lead time
See what is in stock and what has to be ordered before you promise a date.
Approval and margin checks
Low-margin quotes can need a reason or an approval before they are sent.
One click to an order
An accepted quote becomes a sales order with its lines, prices and delivery details.
Can a quote be converted into a sales order?
Yes. One click turns an accepted quote into a sales order, carrying its lines, prices, delivery details and deposit across.
Can we track why quotes are lost?
Yes. A lost quote records its reason, and the pipeline and reports show the reasons over time.
More in Order Management
Related features.
Elsewhere in Orderfy
See it working.
We will show you this in Orderfy, set up for your products, customers and suppliers.