Quotes and Order Generation

Advanced, Flexible Quote and order Creation

You’ve added your customers, set up your products and services, set your pricing. Now it’s time to bring it all together. Perspective makes it easy to create and manage all your quotes, orders, back-orders and more.

Easily create quotes & orders

Sales Engine Room 

Creating quotes, orders and everything else with Perspective is a breeze. Perspective has been designed to make it as quick and easy as possible to create new records so you can get on with the important things in your business.

Simply select your customer, add the line items you want to include using either SKU/Part numbers or simply start typing any part of the description to quickly find what your looking for. Discounts and other offers are automatically included if applicable to the selected customer.

Everything Together

Set discounts, change the order of line items, add supporting documents, create different versions, provide options, split quotes, email directly from the quote screen and much, much more.

If you want to send you customers a detailed or bespoke document, you can automatically create multiple proposal documents from templates you design.

From change history to advanced costing and discount view. You can see everything quickly and easily from one system.

Once your customer is happy with your quote, you can simply convert any quote to an order, job or project at the press of a button. It’s really that easy.

Order Anywhere

Easy and Flexible Order Creation

Whether your order has been generated directly through Perspective or from your website, via email automation or any other 3rd party, you’ll find it quick, easy and flexible to process your orders through Perspective.

Perspective makes it easy to split orders into multiple drops, automatically create credit notes or purchase orders, dispatch requisitions, view stock availability, send your order straight through to your accounts system and of course much, much more. Perspective gives your business the best tools to process and manage your orders quickly and efficiently.