Buyers negotiate against old versions. Nobody knows which PDF is final when the order arrives.
The usual way
The friction this replaces.
Most Indian B2B teams still stitch quote, dispatch, and invoice across tools — Orders closes these three gaps.
HSN and tax splits get retyped. Partial dispatch means messy reconciliation before goods can ship.
Credit notes do not match the original lines. Month-end accounting becomes a chase across chats.
What you get
Order ops your desk and field already understand.
Quote, confirm, invoice, and return — explained the way enterprise B2B order products describe the lifecycle.
01 / 04 · Quotations
Quote, share, convert
Build draft quotations with line discounts, share as PDF, and convert to a confirmed order in one click.
Stop rebuilding the deal when the buyer says yes. Promotions validate on the quote, and conversion carries lines into the order — not into another spreadsheet.
- Line-level discounts and promo validation
- Share quotation as PDF
- One-click convert to confirmed order
After go-live
What changes for sales and finance.
Not another status list — the operational shift when quote, dispatch, and invoice share one timeline.
Orders as documents
- Quotes versioned in email and chat
- Status tracked in personal notebooks
- GST invoices retyped after dispatch
- Returns disconnected from the order
Orders as a lifecycle
- Quote → confirm on one record
- Timeline for dispatch and remarks
- GST invoice from the order lines
- Returns and credit notes linked back
When the dealer accepts, convert — lines and discounts carry forward without retyping.
Confirmed, partial dispatch, and holds live on the order — not in a WhatsApp update.
HSN and tax splits generate from the order and customer GSTIN.
Credit notes reference the original lines so month-end stays auditable.
Who it is for
Built for teams who live on the order book.
Distributors taking repeat orders
Manufacturers selling to trade
Wholesalers with field reps
Brands shipping B2B
Export and institutional sales teams
Counter sales at trade markets
FAQ
Common questions.
Get started
Ready to put quote and invoice on one timeline?
Book a 20-minute demo — quotations, confirmations, GST invoices, and linked returns.