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Sales

Quote and sales order softwareQuote it, win it, hand it over.

Write a quote in a minute from your own products and prices. When the customer says yes, it becomes an order with the same lines, and handing it over takes the stock out for you.

Ask Duke for a quote in one sentence

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Duke in Sales

Duke writes the quote. You send it.

Tell Duke who it's for and what they asked for. He builds the quote from your products and prices, keeps an eye on quotes that went quiet and tells you what you've sold.

Who decides

  • Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
  • Just answersReading needs no approval, and he sees only what the person asking may see.
  • Ready when you open the appInsights are made from your own numbers when you open the app.
Meet Duke
Waits for your approval

A quote from one sentence.

Duke picks the products from your list, copies their prices and tax, and shows you the quote before it exists.

Quote Kinsale Bakery for the SEO retainer, 12 months.
Waiting for your approvalCreate a quote for Kinsale Bakery: SEO retainer × 12, €21,600.00 incl. taxApproveNot now
Ready when you open the app

Quotes that went quiet.

Insights point out quotes sent over a week ago with no answer, and orders still waiting to be handed over.

Do first · Harbour Digital

Quotes waiting over a week2 · €13,530See which
Orders to hand over3Open
Waits for your approval

They said yes? One line.

Tell Duke a quote was accepted and he turns it into an order with the same lines, linked to the quote.

Lough Derg Kayaks signed Q-0034 this morning.
Waiting for your approvalAccept Q-0034 and create an order with the same 3 linesApproveNot now
Just answers

What you've sold, any time.

Ask about any period and Duke adds up the orders handed over in it.

How much did we sell in September?
Duke14 orders handed over in September, €61,240.00 in all.
A list of proposals numbered Q-0026 to Q-0037 with customers, totals and the status Sent, Accepted or Declined

Live demoHarbour Digital's proposals: every quote numbered, with where it stands

Quotes

From draft to yes, with nothing retyped.

Each quote gets its own number, Q-0001 onwards, a valid-until date and notes for the customer. Mark it sent, then accepted or declined. Accepting makes an order with the same lines, linked to the quote.

  • Draft, sent, accepted or declined, always clear
  • Accepting creates the order in one step
  • Every change shows on the customer's timeline

With Duke: change a draft by asking: other products, a discount or a new valid-until date.

Quote Q-0037 for €30,135.00 with lines for an SEO retainer and a set-up fee, tax included at 23%, and buttons Accepted: make an order and Declined

A Harbour Digital proposal, one tap from becoming signed work

Lines and prices

Your prices and tax, copied in.

Pick a product or service and the line copies its name, price and tax. Or type a free-text line for one-off work. Give a discount on any line, and the totals work themselves out.

  • Prices include tax, with the tax part shown
  • A discount per line, not just on the total
  • Changing a product later doesn't change old quotes
Q-0042 · LinesDraft
LineQtyPriceDiscount
Kitchen refit: design visit1€250.00
Oak worktop, per metre4€180.0010%
Fitting, one day2€420.00

Orders

Signed work and counter sales in one list.

Orders are numbered SO-0001 onwards and belong to a branch. Mark one fulfilled when it's handed over and the products come out of that branch's stock. Selling over the counter? Create and fulfil the order in one step, with or without a customer.

  • Open, fulfilled or cancelled
  • Stock never goes below zero: if a line can't be covered, nothing changes
  • Walk-in customers don't need a contact

With Duke: he marks orders handed over, or cancels open ones, when you ask, with a preview first.

A list of orders SO-0011 to SO-0020 with customers, totals and the status Fulfilled

Harbour Digital's signed work, each order linked to its accepted proposal

Ask Duke

Try these in a live demo, signed in as the owner.

See a quote become an order.

Harbour Digital's demo has a dozen proposals and the signed work they turned into. Open it, or tell us how you quote today.

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