Convierte cotizaciones aprobadas en pedidos de venta sin re-tipear. Inventario reservado, credito validado y datos del cliente listos. Cero perdida en la transcripcion.
When quotes live in Word docs, orders in spreadsheets, and invoices in accounting software, information gets lost. Customers wait. Reps re-enter data. Errors multiply.
Research shows that responding to quote requests within 1 hour increases win rates by 7x compared to waiting 24 hours. cifraHQ lets you create and send professional quotes in minutes, not hours.
Create quotes that win deals and convert seamlessly to orders
Select customer, add products, pricing auto-fills. Send professional PDF quotes directly from the system in minutes.
Customer-specific pricing, volume discounts, and promotional rates apply automatically. Override with approval if needed.
Revise quotes as negotiations progress. Full version history shows what changed between iterations.
Set quote validity periods. System alerts you before quotes expire so you can follow up.
See real-time inventory when quoting. Know if you can deliver before committing to the customer.
Quote in the customer's preferred currency. Exchange rates managed centrally for consistency.
Once the customer says yes, convert the quote to a sales order with one click. All data transfers automatically - no re-entry, no errors.
Quote becomes order instantly. Customer, products, pricing, terms - everything carries over.
Send professional order confirmations to customers. Confirm delivery dates and terms.
Ship what's available now, backorder the rest. Track open quantities per order line.
Automatic credit limit check on order entry. Hold orders that exceed limits for review.
Plan shipments from orders
Reserve stock for orders
Modify before shipment
Invoice on shipment
The right price for every customer, every time
Maintain negotiated prices by customer. Key accounts get their contracted rates automatically.
Multiple price lists for different customer groups - retail, wholesale, distributor. Assign lists to customers.
Quantity break pricing applied automatically. Buy more, pay less - calculated correctly every time.
Time-limited promotions with start and end dates. Promotional pricing applies automatically during the window.
Create quotes faster, convert to orders seamlessly, and never lose track of an opportunity.