Sales transaction management

The pain

A sales transaction is never one document. It is a quote, a revision, a PO, an acknowledgment, a change order, and a thread of emails holding it all together, scattered across inboxes, the ERP, and someone's desktop folder. When a customer calls about status, the answer takes an archaeology session.

How it works

• Intake across the lifecycle: quotes, orders, acknowledgments, and change requests are recognized as they arrive in the inbox and tied to the right transaction.
• Extract and link: each document's data is extracted and reconciled against the transaction so far: does the PO match the quote, does the change order alter committed lines?
• Validate and act: discrepancies between quoted and ordered terms are flagged for review; clean documents advance the transaction automatically.
• Write to your system of record: the ERP stays current at every stage, and the whole document trail stays attached to the transaction.

What you get

• One end-to-end view of every sales transaction, from first RFQ to fulfilled order.
• Quote-to-order mismatches caught before they become invoicing disputes.
• Change requests applied with an audit trail, not a sticky note.
• Instant answers to "where is my order?" for your team and your customers.