Unclear quotation revisions
Teams struggle to identify the latest or approved proposal.
SALES / QUOTATIONS & INVOICING
A clear sales flow from quotation to invoice and collection
Manage quotations, revisions, customers, invoices and payments in one workflow connected to CRM and inventory instead of re-entering the same data.
Scope before codeBilingual-readySupport after launch
THE BUSINESS PROBLEM
Does this sound familiar?
Repeated data entry
Customers and items are entered again when creating the invoice.
Separate collection tracking
Invoices, payments and outstanding balances are not visible together.
THE SOLUTION
Built around the workflow, not a generic template
Sales does not end when a quotation is sent. Management needs to know which revision was approved, what was invoiced and what remains unpaid. AY Soft builds a connected sales flow that preserves that history.
WHAT IT CAN INCLUDE
Core capabilities
Quotations & revisions
Create professional quotations with clear revision history.
Convert to invoice
Reuse approved data instead of entering it again.
Customer history
Quotations, invoices, payments and activity in one account view.
Pricing & discounts
Flexible pricing and discount rules based on permissions and policy.
Payments & collection
Track paid, outstanding and invoice status.
Sales reporting
Analyze sales by customer, item, salesperson or period.
BUSINESS IMPACT
What changes after the workflow becomes clear
Faster sales cycle
Reduce manual steps between proposal, invoice and collection.
Fewer errors
Reuse approved data instead of retyping it.
Better customer context
Keep commercial history in one customer record.
Actionable reporting
See what sold, what remains unpaid and what needs follow-up.
OUR PROCESS
How we turn the requirement into a working product
Understand
We map users, current steps, pain points, data and the business outcome before choosing technology.
Plan
We define scope, priorities, integrations, responsibilities and acceptance criteria.
Build & test
Design and development move in verified increments with practical testing.
Launch & improve
We deploy carefully, monitor real usage and improve based on feedback and agreed priorities.
GOOD FIT FOR
Typical use cases
B2B sales
Multi-stage quotations, approvals and collection tracking.
Supply businesses
Connect sales with items, inventory and delivery.
Service companies
Quotations, invoices and collections by service or project.
WHY AY SOFT
Why work with AY Soft?
Built around the operation
We start with the business process instead of forcing a generic template.
Integration-minded
We define data ownership and how systems should exchange information.
Maintainable delivery
Simple, clear solutions are preferred over unnecessary technical complexity.
Support after launch
The product can evolve as users, workflows and requirements change.
FAQ
Questions customers ask before starting
Clear answers help define a better project scope.
Can we create multiple quotation revisions?
Yes. Revision history can be retained with a clear approved version.
Can an accepted quotation become an invoice?
Yes. Reusing approved data reduces duplication and errors.
Can we handle tax and discounts?
Rules can be configured around company policy and applicable legal requirements.
Can we see each customer’s purchase history?
Yes. The customer record can combine quotations, invoices, payments and commercial activity.
RELATED GUIDES
Research the decision before implementation
Practical guides that answer the questions customers usually ask before scoping this service.
AVAILABLE ACROSS EGYPT & GCC
Remote software delivery beyond one location
AY Soft is based in Egypt and this service can be delivered remotely for businesses in Saudi Arabia, the UAE, Qatar, Kuwait, Oman, Bahrain and other suitable markets. We verify local integration requirements before committing them to scope.
View markets we serveLET’S DISCUSS THE WORKFLOW
Tell us what you are trying to improve — we will help define the right path.
No need to know the technical solution before contacting us. Start with the business problem.