Transform Your Sales Experience with TailorERP
Modern User Interface
With a fast and intuitive interface tailored for salespeople, everything you need is right where you need it.
Mobile Capabilities
Utilize Efficient Selling with TailorERP Sales Management Software mobile interface to manage sales while on the go.
Reduced Data Entry
Send quotes with just a few clicks and convert them into sales orders and invoices from the same screen. Using the integrated CRM app, manage your sales pipeline from qualification to closing.
Sales Warnings
Receive warnings before sending quotations to particular customers or for specific products.
Quotation Builder
Generate a professional quote in seconds using predefined products, price lists, and templates to quickly apply the correct prices to your quotations.
Quotation Template
Create custom quotation templates in just a few clicks and reuse them to save time.
Pro Forma Invoicing
Send pro forma invoices to your customers.
Upselling
Quotations are optimized to boost sales by suggesting additional products and options, applying discounts and closing triggers, and more.
Electronic Signature
Accelerate Efficient Selling with TailorERP Sales Management Software with electronic signatures, enabling customers to review and sign quotations online.
Variant Grid Entry
Include product variants in your sales orders using a grid or matrix showing all possible product attribute combinations (e.g., sizes, colours).
Sales Orders
Convert quotations into sales orders with a single click, or allow your customers to do it themselves using online quotes and TailorERP eSign. Modify sales orders, sell product kits, and ship partial orders to save time.
Manage Invoicing from Sales Orders
Invoices can be generated based on ordered or delivered quantities or on time and materials. Manage payment terms per customer or per invoice and easily track and follow up on invoice ageing.
Customer Portal
Customers can access an online portal to view their quotes and sales orders and track their delivery status in real time. Customers can also modify and confirm their orders through electronic signatures or online payments.
Order-Specific Routes
Apply special shipping and restocking methods from order lines, such as ‘drop ship’ and ‘replenish on order.’
Contracts
Monitor every contract phase, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the integrated TailorERP Subscriptions app, which handles memberships, service contracts, renewal alerts, and contract options. Track recurring revenue through the MRR dashboard.
Incoterms®
Set up TailorERP Sales to automatically include Incoterms on the invoice.
Electronic Signature
Utilize TailorERP eSign to obtain signatures on NDAs, contracts, or any PDF document effortlessly.
Product Variants
Customize products with various attributes and variants, including size, colour, and finish.
Discounts
Apply discounts to any line item in a quotation and decide whether the discount should be visible or hidden from the customer.
Product Types
Manage all types of products, including storable items, services, consumables, delivery charges, and electronic products.
Third-Party Shipper
Calculate shipping costs automatically, print shipping labels and track shipments. TailorERP sales software integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and various local postal services.