Priced quotes. Tracked orders. No status calls.
Customers submit, you send a priced quote, and approval creates the order. They follow every step from their own login.
Quoting
Review it, price it, send it.
A quote arrives priced from the design or its line items. Revise, add adjustments, send it, and let the customer approve or request changes. Every version is kept.
- Quotes from designs or manual line items
- Approve / request-changes loop with versioning
- Quote PDFs with your logo, terms, and expiry
- Email notifications at every step
Quote #Q-2041
Smithson Memorial · $2,840
Retailer · Submitted quote
2d agoPolished black granite, serp top, 42 × 6 × 24
Wholesaler · Attached CAD
1d agoSmithson-rev1.dwg · 1.2 MB
Retailer · Reviewing CAD
NowApprove or request changes
System · Order auto-created on approval
#O-1187 will be queued for production
Client portal & orders
Your customers see where things stand without calling you.
Every customer, retailer or dealer, logs into their own portal to see exactly where each quote and order stands. Approved quotes become orders that move from accepted through in progress to shipped or ready for pickup, then completed, and the customer watches each step on their side.
- Client logins: design, quote, approve, and track
- Live quote and order status in the customer's own portal, no phone call needed
- Order states with hold, resume, and cancel
- Customer records with contacts, notes, spend, and weight totals
Retailers
5- SM4 quotes
Smithson Memorial
Joplin, MO
- TS2 orders
Tate Stone Co.
Springfield, MO
- HSIn production
Heritage Stone
Carthage, MO
- RFNew
Reed Family
Joplin, MO
- OC3 quotes
Ozark Co-op
Rolla, MO
Who lives in it
Works with
Where does Sales fit in your operation?
A short call with the founders to map how your business runs today and where this module fits.
No commitment.