Use cases · Sales
From quote to invoice
For companies that sell with quotes. Quote, order, delivery note and invoice come from one record and nothing is entered twice.
Starting point
The quote is written in Word, the order in a list, the invoice in accounting. Every step is typed again.
Quotes are sent and forgotten. Nobody knows whether the customer read them.
Weeks pass between an accepted quote and the invoice.
How it runs in relyd
Create the quote and have it signed
The quote comes from customer, items and prices and goes out by link for digital signature. You see when the customer opens it.
- Quote with your items and prices
- Digital signature
- You see when the customer opens it
Follow up before the quote goes cold
If the customer opened the quote three days ago and has not replied, the AI Steward creates a call follow-up or asks whether anything is unclear.
- Follow-up for the owner
- A question to the customer
The quote becomes order and delivery
The accepted quote becomes an order. Delivery note and picking come from the same record, and the delivery note is compared with the order before shipping.
- Order without re-entry
- Delivery note from the order
- Prepayment and credit limit checked
Invoice without delay
If an accepted quote has no invoice yet, the AI Steward proposes creating the invoice or a down-payment invoice. Every invoice is checked before it goes out.
- Invoice or down-payment invoice
- Check before sending
- Payment and dunning in the same system
What the AI Steward takes on
Quotation opened, no answer
Checks quotations the customer opened 3 days ago without accepting or rejecting: schedules a call for the responsible colleague or asks the customer whether anything is unclear.
Quotation accepted
Checks quotations accepted in the last days without an invoice: proposes a task to create the invoice or down-payment invoice.
Payment received
Releases fully paid orders to the warehouse; the release checks prepayment, credit limit and holds again.
Check delivery note
Compares submitted delivery notes with the order and with what was picked, before the goods leave.
Check invoice before sending
Checks new invoices for tax, address, payment terms, QR reference and possible double invoicing before they go out.
What changes day to day
- Every detail is entered once
- No quote is left without follow-up
- The invoice follows acceptance right away
- The whole path from first contact to payment is in one place
Modules involved
See this workflow with your own example
We show the workflow in a demo with your data. Or try relyd yourself, free for 14 days.