Quotes, products and orders

Accept online and convert to an order

Send a no-login link the customer signs with a type-to-sign e-signature — and watch acceptance convert the quote to an order, mark the deal won, and raise a draft invoice and delivery project.

Build a sales quote and send it

Create a quote from a deal, add line items from your price book with discounts and tax, watch the totals build live, then send a branded PDF or a link your customer can accept online.

Invoice from an order

Turn a confirmed order into an invoice in one step. KudosCRM assigns an INV-YYYY-NNNN number, freezes a snapshot of the order's lines and totals, and links the invoice back to the deal — so billing matches what the customer agreed to.

Products, price books and discount rules

Build a product catalog with cost and tax, create scoped price books with effective dates and quantity tiers, and set the discount threshold that decides when a quote needs approval.

Quote approvals and versioning

When a quote's discount crosses your threshold, it holds for a manager's approval — and every revision of a sent quote is snapshotted, so you always know how the final number was reached.

Track paid and overdue

Keep your receivables clear: mark an invoice paid to stamp the paid date, let KudosCRM flag what's overdue automatically, and filter the invoice list by status so you always know what's outstanding.

E-signature on a quote

Customers accept a quote by typing their name on a no-login page. The signature captures who, from where and exactly when, and locks the version they signed.

Multi-currency: what is supported today

Your workspace has one reporting currency, and money-bearing records inherit it. Here is what that means in practice — and an honest account of where multi-currency support ends.

Orders: fulfil, cancel and track

An order is what a quote becomes once it is accepted. Tracking it through fulfilment is how the commercial agreement stays connected to the work and the invoice.