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Modules Sales & Quotes

Quote to cash. In one flow.

Quotes, orders, picking, shipping, invoices, and returns on one trail. Every number is exact to the cent, and every step knows what came before it.

Sales & Quotes in Dika OpsSales & Quotes in Dika Ops
01

Quotes customers can accept

Send a quote as a secure link. Customers view it, choose optional lines, and accept with a signature. Every change opens a new revision.

  • Product, service, or mixed quotes
  • Public share link with view tracking
  • Signed acceptance stored with the quote
Quotes customers can acceptQuotes customers can accept
02

Orders that check themselves

Approval rules catch large amounts, deep discounts, and prices below list before an order goes out.

  • Approval by amount, discount, or margin
  • Customer price lists and segment pricing
  • Reservation and partial shipment per line
Orders that check themselvesOrders that check themselves
03

Invoices without retyping

Pick lists, delivery notes, and invoices are created from the order. Returns record what came back and what was refunded, separately.

  • Numbering per document series
  • Returns with per-line disposition
  • Integer-cent calculation engine
Invoices without retypingInvoices without retyping
AI coworkerEarly access

A sales coworker that follows up

Drafts quotes from past orders, chases quotes about to expire, and flags discounts that need a manager.

How AI coworkers work
Drafts the next quote from the last oneSales & Quotes
Reminds you before a quote expiresSales & Quotes
Explains why a discount needs approvalSales & Quotes
Everything in Sales & Quotes

All features

Quote templates Quote versions and revisions Optional lines E-acceptance with signature Order approval rules Price lists Segment pricing Reservations Pick lists Delivery notes Invoices Returns Credit notes Document numbering
FAQ

Sales & Quotes, answered.

Next: CRM
Can customers accept quotes online?

Yes. Each quote has a secure link. Customers can view it, pick optional lines, and accept it with a signature.

How are prices calculated?

All money is calculated in integer cents with clear rounding rules, so totals never drift between the quote, the order, and the invoice.

Can we ship part of an order?

Yes. Each line tracks what is reserved, picked, shipped, and invoiced.

Closed beta

Run sales & quotes the calm way.

Dika Ops is in closed beta. We onboard a few companies at a time and set everything up with you.

Dika Ops in 52 seconds
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