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Quotes & Orders ​

3 min read

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.