Efficient Quotation
The Quotation Add-On enables you to generate clean, professional quotations with minimal effort. You can assign categories, select templates, and associate each quote with a specific warehouse to ensure better organization. This structured approach helps standardize quoting practices across your team, minimizing manual errors and improving response time. Whether you're handling product-based or service-based proposals, you can deliver them efficiently and consistently. This functionality supports scalable growth by streamlining the most critical part of your sales process.
- Assign templates, categories and specific warehouses
- Track quotation date and creator info
- Improve efficiency with structured workflows
Customer & Financial Linking
Creating a detailed and professional quotation is made easy with intuitive item-level control. You can add both products and services with full pricing breakdowns, apply taxes, set individual discounts, and provide custom descriptions for each item. This level of detail ensures accurate communication with clients and eliminates back-and-forth. Whether it’s a single product or a complex service bundle, this Add-On offers a clear and error-free quoting experience. The flexibility of the system helps teams close deals faster while maintaining accuracy in pricing.
- Add multiple items with quantity, tax, and price
- Apply individual item-level discounts
- Add custom descriptions for better clarity
Quote-to-Invoice Conversion
Move your approved quotations seamlessly into invoices without re-entering data. The system tracks the conversion status of each quotation, giving your team visibility into the sales pipeline. Once a client approves a quote, you can instantly generate an invoice linked to the original quotation — keeping everything organized. This automation reduces manual errors, shortens the billing cycle, and supports better cash flow management. It’s a key feature for businesses that want to stay lean, accurate, and responsive to client approvals.
- Convert quotations into invoices
- Monitor quotation status (converted or pending)
- Eliminate redundant data entry for billing
Conversion to Point of Sale (POS)
This Add-On gives you the ability to directly convert a quotation into a Point of Sale (POS) transaction. Especially useful in retail, wholesale, or service counters, this feature eliminates delays in billing once a customer accepts a quote. It preserves all quotation data — items, pricing, taxes, and customer details — and sends it directly to POS without redundancy. This smooth transition from proposal to sale speeds up business operations, enhances customer satisfaction, and increases overall productivity in fast-paced environments.
- One-click quote-to-POS conversion
- Auto-carry forward of all quotation data
- Improve billing speed and service delivery
Customer & Financial Linking
Each quotation is intelligently connected to the right customer and financial account, providing end-to-end clarity in your sales and accounting flow. You can assign financial accounts for tracking revenue and expenses while ensuring each quote is tied to a customer record. This alignment helps with reporting, forecasting, and auditing — especially important for teams that need financial accountability. With support for different account types, you get a more integrated view of customer interactions and financial health.
- Link quotations with customer profiles
- Assign financial accounts for reporting
- Support multiple account types
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
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