Quotations, Sales Orders and Payments — Connected End to End
Build quotations for customers, convert them into sales orders and invoices as deals close, track payments as they come in, and issue credit notes or handle sales returns when needed — all connected to Billing and Inventory.
What is Dictode Sales & Quotation Software?
Dictode Sales & Quotations is quote-to-order software that lets you build customer quotations, convert them into sales orders and then invoices as a deal progresses, track payments against every invoice, and issue credit notes or record sales returns when goods come back — connected to Dictode Billing for invoicing and Dictode Inventory for stock.
Quotation Builder
Put together a customer quotation with line items, quantities and prices in minutes, then send it out and track whether it's accepted, still pending, or has expired.
- Build quotations with line items, quantities and unit prices
- Attach a customer and validity period to every quotation
- Track quotation status — draft, sent, accepted, expired
- Revise a quotation and keep a history of every version
Quote to Order to Invoice, in One Flow
Once a customer accepts, convert the quotation straight into a sales order — and the sales order straight into an invoice — without re-typing a single line item.
- Convert an accepted quotation into a sales order in one step
- Convert a sales order into an invoice when it's ready to bill
- Line items, quantities and prices carry through every conversion
- See the full trail from quotation to order to invoice on one record
Credit Notes & Sales Returns
When a customer returns goods or needs an adjustment, record a sales return and issue a credit note against the original invoice — with the return linked back so nothing goes untracked.
- Record sales returns against the original invoice
- Issue credit notes for returns, adjustments or disputes
- Returned quantities are reflected against the sales order and invoice
- A complete return and credit history for every customer
Payment Tracking
See what a customer has paid against an invoice and what's still outstanding, with a running payment history that stays linked to the sales order and quotation it came from.
- Record payments against every invoice
- See amount paid and amount outstanding per customer
- A payment history for every customer, in one place
- Payments stay linked back to the invoice, order and quotation
Connected to Billing
Invoices generated from a sales order post straight into Dictode Billing, so the counter side of the business and the quote-to-order pipeline share the same invoice records instead of two separate systems.
- Invoices from converted sales orders post into Dictode Billing
- One invoice record shared between quotations and billing
- No duplicate entry between the sales pipeline and the till
- Payments recorded in either system stay in step
Connected to Inventory
Confirming a sales order or invoicing it moves stock out of Dictode Inventory Management, so what you've quoted and sold always matches what's actually on the shelf.
- Confirmed sales orders and invoices move stock out of Inventory
- Sales returns push returned stock back into Inventory
- Stock levels stay accurate as quotations become real sales
- One connected record across sales and warehouse stock
Related products
Pair this product with the rest of the Dictode stack — one unified data layer, one login, zero duplicate work.
Frequently Asked Questions
What is Dictode Sales & Quotation Software?
Dictode Sales & Quotations is quote-to-order software. It lets you build customer quotations, convert them into sales orders and then invoices as a deal progresses, track payments, and issue credit notes or record sales returns when needed.
How does a quotation become a sales order and then an invoice?
You build a quotation with line items, quantities and prices. Once a customer accepts, you convert it into a sales order in one step, and the sales order into an invoice when it's ready to bill — with every line item carrying through automatically.
Can I issue credit notes or handle sales returns?
Yes. Record a sales return against the original invoice and issue a credit note for the returned amount, an adjustment, or a dispute — with the return linked back so both the invoice and your stock stay accurate.
How is payment tracking handled?
Payments recorded against an invoice show what's been paid and what's outstanding per customer, with a payment history that stays linked back to the sales order and quotation it came from.
How is this different from Dictode Billing?
Dictode Billing is the point-of-sale and counter invoicing surface — built for ringing up a sale on the spot. Dictode Sales & Quotations is the quote-to-order pipeline — building a quotation, converting it into a sales order and then an invoice as a deal progresses. Both are part of the same Dictode suite and share the same invoice records, so nothing gets entered twice.
Does Sales & Quotations connect to Inventory?
Yes. Confirming a sales order or invoicing it moves stock out of Dictode Inventory Management automatically, and sales returns push returned stock back in — so what you've quoted and sold always matches what's on the shelf.
Get a Free Sales & Quotations Demo
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Trusted by businesses in 60+ countries — built by Dictode since 2019.
Ready to Connect Quotations, Orders and Payments?
See how the quotation builder, order conversions, credit notes and payment tracking work together — connected to Billing and Inventory.
Request a DemoAlso explore: Billing & POS Inventory Management