Quotations

Make it easy for your customers to choose you. Increase the chance of securing a sale by sending a quotation immediately. Send accurate and comprehensive quotations to your customers within seconds.

  • Easily create quotations and send them to customers
  • Alert your customers with SMS
  • Remind them to view your quotation if they’ve missed it
  • Customers can view, comment, and negotiate online
  • Track quotation history and progress
  • Convert quotations to sales orders or invoices
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Followup automation

We believe following up with potential customers is the key to improve sales. OCTO ERP drastically reduce the time invested on this by automating the followup process.

  • Schedule automated follow-ups at pre-defined time intervals
  • Communicate via Email or SMS/Text Message
  • Record response and additional communications
  • Send communications automatically or upon your review

Sales orders

Making effective selling easy with automated compliance checking. Eliminate inaccuracies and order errors

  • Generate sales orders directly from quotations
  • Process orders based on customer credit limit and period availability
  • Manage sales order specific information and notes
  • Convert sales orders to invoices
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Invoicing & Payments

Get paid faster with online invoicing. Allow your customers to pay online. Manage manual payments and follow-up on receivables.

  • Crete and send invoices
  • Allow your customers to pay online directly to you
  • Send payment reminders and followups automatically
  • Allow partial payments
  • Credit limit and period management
  • Detailed insights about your cash flow
Contact Us

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