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Core CRM // Quote-to-Cash

From approved quote to confirmed sales order in one click.

Eliminate re-keying errors between sales and finance. Convert quotations into multi-currency sales orders with frozen letterhead snapshots, automated payment instalment schedules, proforma invoices, and official payment receipts.

Sales Order #SO-000184 · Brightline Retail Pvt. Ltd.
✓ Confirmed Order Partially Paid (50%)
Converted From Quotation #QUOT-000342
Order Line Items & Tax Matrix
Currency: INR (₹)
Product / SKU Qty Unit Price Adjustment GST (18%) Line Total
POS Terminal Pro
SKU: POS-210 · Price Book
4 ₹42,000 -5% Disc ₹28,728 ₹1,88,328
Thermal Receipt Printer
SKU: PRN-080 · Catalogue
4 ₹9,500 — ₹6,840 ₹44,840
On-Site Deployment
SKU: SRV-INS
1 ₹15,000 +₹2,500 ₹3,150 ₹20,650
Lines & currency automatically locked once payments are collected.
Grand Total
₹2,53,818.00
Payment Term: 50% Advance · Balance Net 30
Instalment Schedule & Receipts
2. Balance on Delivery (50%)
Due in 30 Days · Outstanding
₹1,26,909
Awaiting
Immutable Document Snapshots
Print Final Invoice, Proforma PI-0052, or Receipt PDF
PDF Ready

Complete order lifecycle control.

Built with strict financial integrity so your sales, finance, and fulfillment teams stay in lockstep.

Quote-to-Order

Zero-Friction Conversion

Carry over every product line, variant, tax rate, discount adjustment, billing/shipping address, and sales team assignment from a quotation automatically.

Payment Schedules

Structured Instalment Tracking

Split order totals into custom percentage milestones and balance rules. Record partial receipts and refunds directly against individual instalments.

Proforma Invoices

Frozen Proforma Snapshots

Issue proforma invoices while an order is still in draft. Every proforma freezes a point-in-time snapshot of company registrations, logos, and line items.

Multi-Currency

Dual-Currency Accounting

Bill international customers in USD, EUR, or GBP while storing exact company-currency equivalents at locked exchange rates.

Financial Guardrails

Automatic Payment Locks

Once money is collected against an order, line items, currencies, and payment terms automatically lock to prevent unauthorized financial discrepancies.

Print & PDF Templates

Branded Receipts & Invoices

Switch between Standard and Modern print layouts for Final Invoices, Proformas, Payment Receipts, and Refund Vouchers with amount-in-words formatting.