A quote with no answer is not a lost sale. It is a follow-up that never happened.
In trade, the sale turns on two silences: the quote that left ten days ago and that nobody has heard back on, and the regular customer who ordered nothing this quarter without that setting anything off. We ran an international medical device trading business ourselves before we sold this system; those two silences are the first ones we closed.
The quote is already the proforma invoice. There is no second document to keep.
Every quote goes out numbered as a proforma, reaches the customer, comes back approved with its reference and its date, then becomes the final invoice inside the same file. Nobody copies an amount from one file into another, nobody hunts for which version was sent. That is the difference between sales software and a system built for international trade: in the second, the document does not accompany the sale, it is the sale.
The standing wording on an international document should never be typed twice.
These are settings on your company, not fields to fill in on every order. They print identically, on every document, with nobody touching them.
Port, origin, Incoterm
Port of loading, origin of the goods, Incoterm and packing formula are fixed at company level. A typo on an Incoterm is paid for at customs, not at the desk.
Two bank accounts, not one
The account that appears on a proforma is not the one on the final invoice. The system applies the rule; your salesperson does not have to remember it on a Friday evening.
One currency, one account
The document goes out with the details matching the currency of the transaction. No manual judgement call, no transfer that bounces back three weeks later.
One numbering series per company
Each company in the group has its own proforma series. Adding an entity means filling in settings: logo, bank, prefix. Not rewriting code.
No campaign beats two signals.
They call for no creativity and no advertising budget. Only for someone — or something — to watch them without stopping.
Quote unanswered for 7 days
The follow-up goes out on the channel where the customer actually answers — email for some, WhatsApp for others — and the phone stays with a person when the deal deserves one. The quote is attached, not something to go and find.
See the engine in detail →Customer with no order for 90 days
A regular account that stops gives no warning. The counter does not forget it: it triggers a contact before the customer has settled into ordering somewhere else.
Open the Odoo demo →Odoo Community, no lock-in
No mandatory proprietary licence, no data held hostage. You stay free to change supplier without changing system — a condition we hold ourselves to as well.
See what each offer includes →No system will clear a shipment through customs for you.
The documents stay yours, under your responsibility, and a certificate of origin is still requested from the competent authority. What the system removes is the re-keying and the forgetting: the wording that shifts from one document to the next, the bank account taken from the wrong file, the quote left sleeping. That is a small thing to describe. Over a quarter, it is not a small thing to bank.
How many quotes went unanswered this quarter?
The diagnostic answers on your own data, before anything is installed and with no commitment.