Quotations that come back as orders.
Build quotations with pricelists, discounts, and upsells, then send them for online acceptance. Accepted quotes turn into confirmed orders and invoices.
Included with every workspace · no per-app pricing
- Included in every plan
- Replaces 2 separate tools
- Shares one workspace & database
- Step-by-step guide included
Replaces tools like
PandaDoc
Qwilr
Quotes customers accept online
Build a quote and send a link. The customer reviews, accepts, and pays from the browser.
Pricelists and bundles
Set prices per customer, region, or quantity, and add optional products and upsells to any quote.
Quote to order to invoice
An accepted quote becomes a confirmed order and a draft invoice. Nothing gets retyped.
How it works
The day-to-day flow
What using Sales actually looks like, in 3 steps.
Build a quotation from your catalog, with discounts and optional extras.
Send it; the customer reviews, accepts, and pays online.
It rolls into a sales order and invoice without re-entry.
Who it’s for
Built for the people who run sales
Sales teams
One pipeline, every deal followed up, nothing lost in a spreadsheet.
Founders selling
Quote, close, and hand off without buying a separate CRM.
Account managers
Every call, email, and document on the customer’s record.
One workspace
Sales doesn’t work alone
Every app draws on the same data layer — so Sales already knows your people, files, and history. No exports, no integrations, no duplicate records.
Sales draws on
Contacts Products Activity history
Sales
…and feeds back
Orders & invoices Pipeline & forecastsSame database, same records — nothing exported, nothing re-entered. What Sales writes, every other app can read the moment it lands.
Questions
Sales, answered
Is Sales included, or does it cost extra?
Included. Every app is part of the flat license — one monthly price, up to 12 people, no per-app charges and nothing to unlock. See pricing.
What does Sales replace?
The job you’d otherwise pay tools like PandaDoc, Qwilr for — except it lives inside the same workspace as the rest of your apps, sharing one set of contacts, files, and history instead of another separate subscription.
Is my data mine?
Yes. Your workspace runs on its own isolated database — not shared tenancy — and you can export your data at any time. More in Security & data.
Does Sales work on mobile?
Yes. The whole workspace is responsive and installs to your home screen as an app on iPhone and Android. See Use it on your phone.
How quickly can we start using it?
Your workspace is provisioned in about two minutes once your license starts, with the right apps already switched on. There’s a step-by-step Sales guide to get going.
More Sales
Explore the rest of the suite
Same contacts, same files, same activity feed — every app shares one workspace.
Next step
See Sales running on your data.
One flat license, every app included, month to month — cancel anytime.