Flexible quotations
Change fabrics in the cart. Add options, notes, files, design and transport services. Save a custom product to the catalog when needed.
FURNIDESK / QUOTATIONS AND SALES
From a thoughtful presentation to a traceable sale.
Link a cart to a customer and combine products, custom products and services. Preserve issued quotation versions while your team prepares the sale and production.
FURNIDESK / Explore
Quotations and sales
Pricing and payments
Line and order discounts, tax-inclusive/exclusive pricing, different VAT rates and currencies. Track planned and received payments separately.
Documents and revisions
Branded quotation and sales PDFs. Recall a quotation to its draft and issue a new version; separate customer, accounting and production notes.
From customer presentation to a clear quote
Add catalog products during the presentation and link the cart to an existing or new customer. Include one-off products and services such as interior design or transport. Decide explicitly whether a custom product should also enter the catalog. Edit fabric choices in the cart and show customization charges separately or inside the product price, following company settings.
- Catalog products, one-off products and service lines
- Item-specific options, price adjustments, notes and files
- Customer, architect and order responsibility
Pricing rules and a reliable version history
Apply percentage or fixed discounts to an item or the order total. Set company discount limits and permission to exceed them. Use untaxed, tax-inclusive or tax-added calculations and product-specific tax rates. Change the quote currency when required. Issued quotes return to the cart for revision rather than being silently overwritten; earlier versions and documents remain traceable.
- Item and order discounts; zero-value rows hidden
- Company sales policy and staff permissions
- Branded quote/sales documents and version history
A complete handover to production
Create the payment plan when converting a quote to a sale, according to company requirements. Track scheduled amounts separately from received payments. Complete each product’s production notes and files and mark it ready for submission. Enable accounting approval if needed. Production can return incomplete fabric codes or technical specifications with a reason, keeping the revision and the decision in the product history.
- Payment schedules and received payment records
- Accounting approval and product-level readiness
- Separate customer, accounting, management and production notes