Selling

Facilitate the management of your sales cycle

Quotation

Create detailed quotations and communicate with your customers from the application until closing the deal.

Sales Orders

Track your sales orders status, from production until delivery of the goods or services at your customer's gates.

Invoices

Invoice your sales orders at the most convenient time, in one or more occasions depending on your activity type.

Optimise your sales operations and integrate them with the rest of your value chain

Trigger your production and invoicing from your quotations or sales orders

Customize your print formats to display the best image of your company. Send them to your leads via email and receive the answer directly in Dokos to trigger the production operations or the delivery of goods or services.

Online payments

Allow you customers to pay their bills on your website and give them access to a fully customizable online portal to download their invoices.

Analyze the evolution of your turnover thanks to numerous reports

Get access to a lot of pre-conceived reports to follow the progression of your sales. Analyze the data month after month.

Main functionalities for the selling module

Leads / Customers

Create a record for each of your customers and keep a track of all transactions during your commercial relationship.

Customer quotation

Create your items data base, your pricing lists and sell your products or services. Apply discounts to some customers or customer groups.

Sales order / invoice

Follow your sales orders and invoices from the sales till the delivery of the goods and services.

Delivery note

Create delivery notes for your customers indicating the items to be delivered.

Sales partners

Track sales realized by your sales partners and easily calculate their commissions.

Subscriptions

Invoice your recurring customers thanks to the subscription system, integrated with Stripe and GoCardless.

Integrations Purchases