Sales and Quotes

From first contact to signed agreement. Sales and Quotes brings together customers, opportunities and quotes, and shows what needs doing today.

What you get

• Today: follow-ups, meetings and quotes due, together on one screen.
• Sales pipeline: opportunities in stages you define, with their value and weighted value.
• Quotes: lines from the product catalogue or free text, discounts and VAT per line, templates and PDFs.
• Online signing: customers receive a link and sign their quote digitally.
• Customer records: customer details and history, with organisation number lookups in the Brønnøysund Register Centre.

Included in

Sales and Quotes is included in Leonic Online Store Plus, Leonic Complete and Leonic Sales and Customers.

Getting started

We demonstrate how customer records, follow-up and quotes work together, and find a workflow that fits your business.