Ability to create quotations for one-off and recurring pricing models
Manage customer orders and make changes dynamically throughout the customer lifecycle
Import various products and services into the same quotation (create bespoke quotations) and send directly to customers
Create sub-quotations/iterations of the same deal to ensure a higher close rate
Usage cap on total number of quotations per month
Inventory & Order Management
Invoicing & Recurring Subscriptions
Business KPI's & Revenue Management
Import and customise pricing lists and add stock volume to each individual item
Completing orders impacts total stock count in both 'reserved' and 'permanent' states
Import web orders directly into the platform and process accordingly
Automated invoicing cycles that can be paused and managed from within the platform
Create credit notes and issue warranties
Export and manually send invoices
Usage cap on total number of invoices per month
Manage customer database and store information such as contracts, contact, shipping and billing details
Track individual sales agent performance over time; from quotations sent to products sold
Approval cycles provide managers with the final word on giving the go ahead on quotations and orders
Limit on the number of unique customers in the database
Track various KPI highlights on daily, weekly, monthly or yearly basis
Monitor lead sources to track where you customers are coming from
Deferred revenue insights informing the future obligations to deliver products or services
Compare YOY growth via quarterly comparisons
Connect to a suite of e-signing integrations to have your clients digitally sign documents
Export your invoices and orders directly to your current accounting/bookkeeping software
Integrate with one of REQURE's provided payments processors in order to get paid directly from the inside the platform
Connect to your current e-commerce provider such as Shopify or Woocommerce.
Invite additional users inside your organisation (additional seats required)
Dedicated key account manager to assist with support and business integrations
Assign and manage permissions for each user invited to the platform. Create different roles and access levels
Manage your business details to ensure invoices and quotations contain accurate information
Integrated help platform with helpful tips on how to use REQURE