Your quotes online
Get Paid Faster
Sell faster with electronic signatures
Allow customers to easily review and sign your online quotations from anywhere.
Communicate quickly and efficiently
Get custom alerts for relevant activities, communicate directly from quotes via email, automatically keep complete records of your negotiations.
Maximize profits by upselling
Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Great prices lead to a great return
Design, implement, and adjust
your pricing strategy to maximize revenue.
Use pricelist rules to compute the right price
based on customer conditions.
Convince customers to buy more
with discounts and coupons.
Order & contract sorting
Automate operations and focus on customer relationships and revenue
From quotes to sales orders
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with Cloud Apps's recurring contracts.
Let your customers help themselves
The customer portal gives your customers access to their quotes, sale orders, and delivery orders. Save time and use Cloud Apps Sign to easily get signatures on NDAs, contracts, or any PDF document.
Fully integrated with Cloud Apps
Keep track of all interactions with your opportunities and customers and improve your sales cycle.
Manage contracts, create recurring invoices, bill timesheets, get paid faster.
Automatically create project tasks from sales orders.
Create invoices automatically based on sale orders, delivery orders, or contracts. View all of your customer account information from one location.