Quote with confidence
Build a professional quotation from your product list, agreed prices, taxes, payment terms, and customer information.
Turn interest into an order
Sales
Make clear quotations, confirm customer orders, and keep delivery and invoice details close at hand.
Why it helps
Give every sale a clear next step.
When prices, customer notes, delivery details, and invoice status live in different files, simple follow-up becomes hard work. Cayamanan keeps the whole sale together. Your team can see what was offered, what the customer accepted, what has been delivered, and what still needs to be billed.
Keep promises visible
Once a quotation is accepted, the same record becomes the sales order your team follows through delivery and invoicing.
Know what comes next
Smart links show related deliveries and invoices, so people spend less time asking for updates.
Quotations
Send an offer people can understand.
Choose products, quantities, and prices in one place. Add payment terms and useful notes, then preview the document before it goes to the customer. A consistent quotation helps your business look prepared and gives the customer a clear basis for approval.
Orders
Keep the customer promise in view.
Confirm the quotation when the customer is ready. Cayamanan keeps the original lines, totals, and customer details on the order. Delivered and invoiced quantities appear beside ordered quantities, making it easier to spot work that is finished and work that still needs attention.
Invoices
Move from order to invoice without starting again.
When Accounting is in use, items ready to bill can flow from the sales order into a customer invoice. The related order stays visible, reducing repeated entry and helping sales and finance work from the same facts. Exact steps depend on your invoicing policy and setup.
A simple flow
From first step to finished work.
The steps can vary based on the tools your team uses and each person's role.
- 01Prepare a quotation
- 02Get customer approval
- 03Confirm the order
- 04Deliver and invoice
Included capabilities
Useful tools for the day-to-day.
What you see can vary with the apps in use and your setup.
- Quotations with products, quantities, taxes, and terms
- Customer and delivery addresses
- Pricelists and product descriptions
- Order status and activity follow-ups
- Links to deliveries when Inventory is installed
- Links to invoices when Accounting is installed
Common questions
Good to know before you begin.
Can we use our own quotation layout?
Yes. Standard documents can be configured, and selected quotation layout changes are included in the optional Starter Pack scope.
Can Sales work with Inventory?
Yes. With Inventory installed and configured, confirmed orders can create delivery work for stockable products.
Does a quotation create an invoice at once?
Not automatically in every setup. Your invoicing policy decides when and how invoiceable quantities are prepared.
See what comes next