Allow customers to easily review and sign your online quotations from anywhere.
Get custom alerts for relevant activities, communicate directly from quotes via email, automatically keep complete records of your negotiations.
Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.
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.
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 ERP4’s recurring contracts.
The customer portal gives your customers access to their quotes, sale orders, and delivery orders. Save time and use ERP4 Sign to easily get signatures on NDAs, contracts, or any PDF document.