Sales Automation - Automate quote-to-cash and find new growth opportunities.

Sales Automation

Send quotes to customers, generate sales orders, and automatically send the purchase order to the vendor. You can track the shipping progress, analyze sales performance on a dedicated sales dashboard and easily collect rebates through generated sales reports.

Built by

Naologic

Sales Quotes

Create and send sales quotes in just a few clicks with Naologic. Convert quotes to sales orders from the same screen. Integrates with the Sales Order and Invoicing apps to manage your sales pipeline from qualification to closing in the most efficient manner possible.

Analytics and reporting

Get a clear overview of how your overall sales is performing, whether you’re meeting sales targets and if your dealflow and pipeline looks healthy - all from within a powerful sales dashboard. Automatically export visualized PDF views and images for use in meetings.

Easy sales quote sharing

Send polished quotations to your suppliers directly from your workspace. They are able to accept, reject or leave a comment on any quote.

Convert sales quotes to orders

When a quote is accepted, it will automatically be converted to a sales order. If the quote acceptance happens face-to-face or over the phone, you can manually convert any quote to a sales order with one simple click.

Key feature

Sales Orders

Convert sales orders to invoices in the click of a button. Integrates with the Sales Quotes and Invoicing apps to manage your sales pipeline, from qualification to closing in the most efficient manner possible.

Analytics and reporting

Easy sales order sharing

Send polished sales orders to your suppliers directly from your workspace. They are able to accept, reject or leave a comment on any sales order you send them.

Convert sales orders to invoices

When a sales order is filled, it will automatically be converted to an invoice. If the sales order completion happened in an offline transaction, you can manually convert any sales order to an invoice with one simple click.

Key feature

Invoices

Accept payment for your invoices immediately through credit/debit card and digital bank transfers. Send out on-brand invoices with your company’s logo and colors and streamline your supplier and vendor collaboration with Naologic. Integrates with the Sales Quotes, Sales Orders and Credit Note apps to manage your sales pipeline from qualification to closing in the most efficient manner possible.

Issue refunds

Once in a while, everyone makes mistakes and accidentally issue an overstated invoice. In such cases, you can issue credit notes which will help you adjust your invoice amount.

Get paid instantly online

Send polished invoices to your suppliers directly from your workspace. They are able to pay immediately by either credit card, debit card or their online banking through our Stripe and Plaid integrations.

Manage supplier invoices

With the ability for any supplier or vendor to leave comments directly on an invoice, communication becomes easier. Through a vendor login, you can even allow your suppliers and vendors to access all previous quotes, orders and invoices on your workspace.

Key feature

Shipping Methods

Assign shipping information to orders and follow the progress of the shipments through a multi-shipping provider capability.

Assign shipping information

Assign shipping information to streamline order processing, reduce delivery times, and enhance customer satisfaction.

Track in real-time

Track orders in real-time to gain instant visibility into shipping status, enabling proactive issue resolution and improved customer communication.

Key feature

Return Orders

Manage return orders to quickly process refunds or exchanges, minimizing inventory costs and enhancing customer trust.

Eliminate confusion in return handling

Streamline your return process by centralizing all relevant information, thereby reducing errors and expediting resolution.

Full traceability and enhanced accountability

Maintain a complete audit trail of all return transactions to improve operational oversight and ensure compliance with business policies.

Key feature

Credit Memos

Issue credit notes to your clients with ease. With Naologic, you can easily amend your invoice document with a credit note, without deleting the record from your system.

Invoice reversal

Once in a while, everyone makes mistakes and accidentally issue an overstated invoice. In such cases, you can issue credit notes which will help you adjust your invoice amount.

Auto-generated emails

Notify your customers about the issuance of a credit note with an auto-generated email, sent with a simple one-click action.

Offset sales returns

A credit note is entered as a debit under revenues and a credit under accounts receivable. Each credit note is recorded and updated within the applicable account to match the balance.

Key feature

Price Lists

Create specific discounts as well as campaigns and associate them with defined groups of buyers. WIth Naologic’s Price List app, you can create specific, time-based price lists and assign them to products, giving you full control over seasonality and cyclical events associated with your specific business.

Status and overview at a glance

Stay up to date on which price lists are active, which are paused and which are expired. Edit ongoing campaigns and configure your price lists as your business needs demand.

Create campaigns in an instant

With the ability to create specific, time-based price lists and assign them to products, you have full control over seasonality and cyclical business events. This allows you to provide the best possible experience and price at all times, both to you as an organization and to your end-users.

Import hundreds of price lists in one go

Easily migrate your price lists from other platforms through an intelligent import and matching capability, built to make it as easy as possible for you to get up and running fully.