You can send offers to your customers and convert them into sales orders as soon as they accept the offer.
If you get the idea that there might be some customers out there who would welcome a reasonable quantity discount or a seasonal impulse purchase, they need a good offer. In Rackbeat, you can send out as many offers as you like. And if the customer accepts, you can quickly create a sales order.
A strong quote can be the difference between consideration and conversion.
With Rackbeat, you can quickly create, customize, and send quotes directly to your customers – without manual workflows or double data entry.
Select a customer, add products, adjust pricing, and send the quote in just a few clicks. Everything is gathered in one place, giving you full visibility of open, accepted, and declined quotes.
From quote to order – without extra work
When your customer accepts the quote, there’s no need to start over.
With a single click, you can convert the quote into a sales order.
All line items, prices, notes, and terms automatically carry over.
This means:
• No double data entry
• No errors between quote and order
• Faster processing and delivery
• A more professional customer experience
Full overview of your sales pipeline
Rackbeat doesn’t just help you send quotes – it helps you stay on top of them.
You can easily:
• View the status of all active quotes
• Follow up with customers who haven’t responded
• Edit or update quotes before acceptance
• Send order confirmations directly from the system
That way, no potential sale gets lost in your inbox.
Make your quotes sharper and more personal
Want to strengthen your customer relationships?
With customer notes in Rackbeat, you can add important agreements, discount terms, or internal remarks that are automatically visible when creating quotes, orders, or invoices.
This gives you and your team:
• Full insight into customer history
• Consistent communication
• Better compliance with individual agreements
Small details can make a big difference – especially when a customer is choosing between suppliers.
