From quote to order in one click
Create quotes from your product catalogue, send them by email with a professional PDF and convert them into orders automatically. Your entire sales cycle in one platform.
Quote editor
Add products from your catalogue, adjust quantities, prices and line discounts. Totals are calculated automatically. Generate PDFs with customisable templates.
Dual pipeline: Quotes → Orders
Manage opportunities and orders as independent pipelines with Kanban and table views. Convert quotes into orders keeping product lines and full traceability.
Product catalogue
Products with references, hierarchical categories, multiple price rates, VAT, stock, max discount and images. Group them into packs. Bulk import from Excel.
Sending and tracking
Send quotes by email from your connected inbox (Gmail/Outlook). Attach files, customise the message and generate client portal links.
Discover more Salesly modules
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Commercial management FAQs
How do I create a quote in Salesly?
From any opportunity or order, open the quote editor, search products in your catalogue, adjust quantities and discounts, and generate a professional PDF ready to send.
Can I customise the PDF templates?
Yes. Salesly includes several PDF templates and administrators can edit them directly from the panel. Add your logo, corporate colours and tax details.
How do I convert a quote into an order?
In one click. Salesly duplicates the quote as an order keeping all product lines, the associated contact and the history. Traceability is maintained automatically.
Does Salesly connect with my ERP?
Yes. Each order has ERP integration fields (external ID and document type). Salesly also has a native connector for Holded and API integration capabilities.
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