Keep commercial decisions traceable

Revenue and contracts.

Work from a product catalogue through quotes, approvals, invoices and contract obligations with the customer context intact.

What you can do

What your team can do here.

Maintain a catalogue for repeatable quote building.

Use structured pricing, tax and discount inputs rather than rebuilding commercial details for every opportunity.

Build server-calculated quotes and printable proposals.

Track status, review decisions and preserve the priced snapshot and lifecycle history.

Govern bundles, recurring terms and dated company pricing.

Keep staff-only margin information separate from customer-facing quote output.

Route decisions through a reviewable approval workspace.

Keep the requested change and its decision history connected to the commercial record.

Track invoices and payment-ledger work tied to customer and quote records.

Use the register and handoff workflow; live accounting-provider reconciliation is not implied.

Connect agreements to approval, activation, renewal and obligations.

Link relevant assets and document evidence, with history that explains each lifecycle change.

Connect approved demand to supplier orders, receiving and stock movements.

Track location balances, partial receipts and controlled conversion of inventory into assets.

Common questions

Are quote totals calculated in the browser?

The server calculates quote amounts so discounts, tax and line totals follow one authoritative contract.

Does the invoice register replace accounting software?

No. It supports NovaSoft One's connected commercial workflow and handoff; full external reconciliation is a separate integration.

Keep exploring

Get started

Start with the core CRM for free, then add the tools your team needs.