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QUOTES & ORDER WORKFLOW

Faster Quotes, Smarter Orders, Quicker Cash

Create quotes in minutes, convert with one click, manage sales orders, invoice faster, and handle returns with confidence. All in one B2B workflow.

Book Your Demo No per-user fees UK-based Support
Trusted by 100+ UK B2B Businesses | 4.9 ★ Average Rating
automated quotes and order workflow within a B2B ecommerce platform.

From Quote To Order Without Re-Keying

Reduce errors, speed up processing, and keep customers informed at every step.

Quote In Minutes

Build accurate quotes with live pricing and stock.

One-Click Conversion

Turn approved quotes into orders instantly.

Order Precision

Centralised data, references, and audit history.

Invoice Faster

Create, bulk-send, and reconcile with ease.

Returns Simplified

Track RMA, credits, and stock movements clearly.

Accounts Integration

Sync invoices and payments with Xero or Sage 50.

B2B quoting with margin and stock visibility

QUOTES

Close Deals Faster With Confident Quoting

Professional quotes with live stock, contract pricing, and clear margin visibility.

  • Pull customer details, terms, and contacts automatically.
  • See live pricing, costs, and profit before sending.
  • Attach specs, notes, and resources in one place.
  • Send for approval and track status in real time.
  • Convert to an order with a single click.

SALES ORDERS

Total Clarity, Zero Chaos

All order details in one hub. 

  • Clone repeat orders and apply contract pricing automatically.
  • Add custom lines, surcharges, or service items quickly.
  • Track status changes and customer notifications centrally.
  • Link orders to quotes, RMAs, and invoices for full context.
Sales order screen with linked documents and status

SALES INVOICING

Invoice Faster, Get Paid Sooner

Create invoices from orders in one click, bulk-send in minutes, and sync with your accounting system for real-time visibility.

One-Click Invoicing

Generate invoices from orders or dispatch-ready lists.

Flexible Edits

Add, adjust, or remove lines before sending.

Accounting Sync

Push invoices to Xero or Sage 50 automatically.

B2B returns workflow including RMAs, credit notes, and stock updates.

SALES RETURNS

Make Returns Simple and Transparent

Give customers a clear RMA experience and keep your team fully in control.

  • Start RMAs from orders or allow customer self-service.
  • Track return status, notes, and related documents.
  • Issue credits quickly and update stock accurately.
  • Link returns to invoices for full financial visibility.

PAYMENTS & VISIBILITY

Know Who’s Paid. Instantly

Payment information flows back from Xero or Sage 50 into Comgem, so your team sees paid, part-paid, and overdue at order and invoice level.

Live Reconciliation

View payment status without switching systems.

Proactive Chasing

Identify overdue invoices and act early.

Cash Flow Clarity

See what’s due and when, at a glance.

READY FOR THE NEXT STEP?

See Comgem’s Quotes & Workflow In Action

Build quotes faster, convert without re-keying, invoice in one click, and keep cash moving with real-time payment visibility.

Book Your Demo No per-user fees UK-based Support
Trusted by 100+ UK B2B Businesses | 4.9 ★ Average Rating

Win Faster

Quote, approve, and convert in minutes.

Fewer Errors

No re-keying; full audit trail and control.

Faster Cash

Bulk invoicing and accounting sync.

Built For B2B

Contracts, surcharges, returns, and credits.