# Quotes & Orders
Read Time: 3 minute(s)
The Quotes & Orders subsection of the Rover Sales module enables users to rapidly generate quotes, convert quotes to orders, and process new sales orders—all within a unified, browser-based interface. The Quote to Order workflow is designed for both field sales representatives and in-house sales teams, supporting high-velocity transaction environments and customer-specific pricing.
# 1. Quote Creation
# Initiate a Quote
- Select an existing customer or quickly add a new one.
- Browse or search the product catalog by category, family, or attributes.
- Add products to the quote, adjust quantities, and apply customer-specific pricing or discounts.
- Save, print, or email the quote directly to the customer.
# Quote Tracking
- All quotes are accessible from the customer record, with status indicators (open, sent, accepted, lost).
- Easily duplicate quotes for similar future orders or reference prior pricing.
# 2. Quote-to-Order Conversion
# Seamless Conversion
- Accepted quotes can be instantly converted to active sales orders with one click—no re-entry needed.
- Customer details, pricing, and line items are preserved in the conversion.
# Approval Workflow
- Optionally require approval for discounts, special terms, or high-value orders.
# Digital Signatures
- Collect digital signatures at the time of conversion for verification and compliance.
# 3. Order Entry & Processing
# Order Building
- Build new sales orders by selecting products, editing quantities, and capturing ship-to details.
- Specify order type (e.g., standard, drop ship, pickup), enter PO number, and select ship dates.
# Cart & Checkout
- View the order summary, adjust as needed, and finalize the transaction.
- For retail environments, process payment via multiple tenders (cash, card, check). For B2B/field sales, generate signed PDFs or email receipts.
# Order Confirmation
- Generate order confirmation documents, which may include customer signatures, date/time stamps, and full order details.
- Orders are instantly reflected in customer history, accounts receivable, and inventory.
# 4. Order & Quote Management
# Order Lookup
- Search for any order or quote by customer, date, or status.
- Drill into order details, check fulfillment progress, or print/email documents.
# Audit & Change History
- All quote/order actions are logged for traceability and compliance.
# Document Handling
- Download receipts, signed confirmations, and order details for records or customer reference.
# 5. Visual Walkthrough
Quote & Order Entry
Pick a Customer:
Product Selection for Quote/Order:
# 6. Typical Use Cases
- Quick Quote Generation: Sales reps in the field can generate and send quotes in minutes, even from mobile devices.
- Rapid Order Entry: In-store staff or call center agents can create and process orders on the spot.
- Quote-to-Order Automation: Convert customer approvals directly into orders with no manual rework.
- Integrated Order History: All activity is visible in the customer profile and Sales reporting dashboards.
# 7. Benefits
- Speed: Minimal data entry and instant conversion from quote to order.
- Accuracy: Catalog-driven pricing and automatic customer data fill reduce errors.
- Customer Experience: Faster response times, clear documentation, and digital receipts.
- Unified Sales Record: Quotes and orders managed from a single system, always up to date.