Send the right quote, get it approved, get paid

What gets in the way

• Reps look prices up in spreadsheets and quote the wrong one.
• Discounts go out before anyone approves them.
• The invoice is typed again from the order.

What changes with AIMS

• Every customer's agreed price, on every quote

  Price lists sit on the customer, in their currency, and fill in as the rep builds the quote.

  About customer-specific pricing

• Discounts and margins approved before the customer sees them

  A discount beyond a rep's limit, or a margin below your floor, goes to a named approver. An approved quote becomes an order without retyping.

  About quotes and approvals

• Invoices from the order

  The invoice comes from the order, payments are recorded against it, and accounts sync with Tally.

  About invoicing and payments

Guides on this topic

• Lead to cash, and where deals leak on the way

  The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.

  2 min read
• Margin approvals: stop thin deals before they ship

  Why discount and margin approvals belong before the quote goes out, how to set limits that keep deals moving, and what to record.

  2 min read
• What to look for in quoting software for B2B sales

  A buyer's checklist for quoting software when you sell to other businesses, with agreed prices, approvals, versions and a clean handover to the order.

  2 min read

Questions you may have