For the complete documentation index, see llms.txt. This page is also available as Markdown.

Use Cases

The app can be utilized by organizations across various industries to streamline project workflows:

  • Manufacturing & Industrial Supply A manufacturing company sells industrial equipment with complex pricing — , custom configurations, and varying delivery terms.

    • Sales rep creates a quote linked to an opportunity for a factory client needing 50 units of machinery

    • Uses Clone Quote to quickly create alternate pricing versions for different quantities

    • Prints the final quote as a Word document with company branding and sends it for client sign-off.

    • Once approved, converts it directly to an Order — triggering the fulfilment team without any re-entry

  • IT & Software Services An IT solutions company sells a mix of hardware, software licences, and annual support contracts.

    • Account manager builds a quote with itemised products — servers, licences, and AMC charges — all in one record

    • Uses Clone Quote at renewal time to duplicate last year's quote and simply update the pricing

    • Merges to PDF and emails the proposal directly to the client's procurement team

    • Converted order links back to the original quote, giving the delivery team full context on what was sold

  • Real Estate & Property Development

    A real estate developer sells commercial and residential units with negotiated pricing, payment plans, and add-on amenities.

    • Sales executive creates a quote for a corporate client interested in leasing 3 office floors

    • Multiple versions of the quote are created — with and without fit-out services — using Clone Quote

    • Final quote is printed as a branded Word document for formal submission

    • On client approval, quote converts to an Order linked to the opportunity, capturing the full deal history

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