Slow
A quote takes an afternoon
Prices are looked up, totals are typed into a spreadsheet, and the customer waits while a competitor answers.
Quotation & Order Flow
Quote in Minutes, and Let the Order Write Itself
Lines come priced from the catalog, totals and tax calculate themselves, discounts stop at the limit set for each role, and an accepted quote becomes an order in one step.
- Totals computed
- Discounts governed
- One-step conversion
Quotes that price themselves
Pick lines from the catalog and the maths is done.
Discounts with a ceiling
Each role can go so far, then it needs approval.
Quote becomes order
One step, with nothing retyped and nothing lost.
Through to delivery
Terms, shipping and status on the same record.
Deals are not usually lost on price. They are lost on the wait.
Three gaps account for most of what a sales desk gives away, and none of them is a negotiating problem.
Ungoverned
Discounts are given, not approved
Each salesperson decides what to shave off, and margin is reconstructed afterwards from what came back.
Retyped
The order is the quote, typed again
Someone re-enters the accepted quote as an order, and the differences only surface at delivery or invoice.
Neome closes all three by making the quote a priced document, the discount an approved one, and the order a copy of what was agreed.
Quotations
A quote that prices itself as you build it
Pick the customer, pick lines from the catalog, and the rate comes with them. Subtotal, discount and tax recalculate as the lines change, and the validity period is set on the document, so an expired quote is visibly expired rather than quietly honoured.
- Lines from the catalog
- Totals calculated for you
- Validity and expiry tracked
Discount governance
Each role can discount to a point, then it needs a yes
Limits belong to the role, not to the person's judgement on the day. A discount inside the limit goes out with the quote; one above it routes to whoever can approve that depth, with the reason recorded. Discounts are tracked at line level and on the document.
- Role-based limits
- Automatic approval routing
- Line and document level
Conversion
Accepted quote becomes an order in one step
Converting carries the customer, every priced line, the approved discount, the tax and the payment terms straight across. Nothing is retyped, so an order cannot quietly differ from the quotation the customer agreed to, and the quote id stays traceable on the order.
- One-step conversion
- Nothing re-keyed
- Quote id stays traceable
Terms and logistics
Payment terms and shipping sit on the order, not in a chat
Credit days, shipping method and cost are fields on the document, so finance and dispatch read the same commitment the salesperson made. The order then moves through confirmed, in production, dispatched and delivered, with the status visible to whoever asks.
- Credit days configured
- Shipping method and cost
- Delivery status visible
Reporting
One document trail from first price to final delivery
Set a date range and every figure below it is bounded by those dates.
Quote to order
What converted?
Quotations by stage with the orders they became, so a conversion rate is a by-product of the work rather than a separate count somebody maintains.
Discount given
What did it cost to win?
Discount by deal and by person, against the approval each one needed, which is how you tell whether the governance is actually holding.
Committed value
What is on the books?
Order value with its payment terms and delivery status, so finance sees what has been promised without asking sales to assemble it.
All the features, done right
Quotations
Customer-linked, priced from the catalog.
Auto totals
Subtotal, discount and tax computed.
Validity
Expiry tracked on every quote.
Discount limits
Per role, at line and document level.
Approvals
Over-limit discounts route automatically.
Approval history
Who approved what, and why.
Quote to order
One step, nothing re-keyed.
Delivery tracking
Confirmed to delivered, visible.
Tax handling
Rates come from the product record.
Payment terms
Credit days set on the document.
Shipping
Method and cost recorded on the order.
Role-based access
Executive, manager and admin scopes.
Before you move your quoting across
The questions sales desks ask before the first quotation goes out of Neome.
What it costs
One price, and Quotation & Order Flow is already in it
₹299/ user / month$9.99/ user / month
There is no separate charge for this module. The same per-user price covers Quotation & Order Flow and the other 25+ modules, so adding a second or third one costs nothing extra.
- 15-day free trial
- No credit card to start
- Billed monthly · Minimum 5 users
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