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Sell More Efficiently
Modern User Interface
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Mobile
Use Spaza's mobile interface to sell on the road.
Reduce Data Entry
Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.
Create Professional Quotations
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Quotation Builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Quotation Template
Design custom quotation templates in just a few clicks and reuse them to save time.
Pro-forma
Send Pro-forma invoices to your customers.
Electronic Signature
Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
Upselling
Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Manage Orders & Contracts
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Sales Orders
Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Spaza eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Sales Orders
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Customer Portal
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
eSignature
Use Spaza eSign to easily get signatures on NDAs, contracts, or any PDF document.
Contracts
Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Spaza Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.
Streamline Communication
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Schedule Activities
Follow key quotations and orders in just a click and get alerts based on relevant activities.
Email Gateways
See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.
Maintain Products & Prices
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Product Variants
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Discounts
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Product Types
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Units of Measure
Sell product in multiple units of measure and let Spaza manages the conversion.
Coupons
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Integrations
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Accounting
Generate invoices automatically based on sales orders, delivery orders, contracts. Easily reference all information needed on any customer statement. Learn More
CRM
Add the Spaza CRM app and expand your functionality with a feature such as customizable sales pipelines, automated lead creation, etc. Learn More
Inventory
Check product availability information directly from the quotation. Trigger delivery orders automatically and check delivery status from the sales order. Learn More
eCommerce
Create a fully integrated online store and sell your products more efficiently. Learn More