Experience the OpraOne workflow live.
Click through the 5 stages below to see how a deal flows seamlessly from lead capture to dynamic quoting, confirmed sales orders, and automated procurement.
Instant Lead Assignment & Forecasting
When a prospect submits an inquiry via your embedded form or ad campaign, OpraOne creates a Contact & Lead record, calculates weighted revenue from stage probability, and assigns the right sales team.
Zero-Error Multi-Currency Quotations
Select a Price Book and add products. OpraOne automatically resolves volume tier rates, applies GST/VAT tax computations, and generates a branded PDF quotation.
1-Click Quote-to-Order with Snapshot Lock
Convert the approved quotation into Sales Order #SO-000184. Company legal registrations, logos, and exchange rates are frozen at confirmation.
Company letterhead snapshot frozen · Payment schedule generated from 50% Advance, Balance Net 30.
Track Every Instalment & Issue Receipts
Record payments and refunds against specific payment schedule milestones. Print official numbered receipts with amount-in-words and running balance summaries.
Automated Purchase Orders to Vendors
When the confirmed order requires inventory replenishment, OpraOne automatically drafts a Purchase Order for your preferred supplier—closing the revenue loop.
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