From quotation to signed contract, without retyping a line.
A quotation becomes a sales order, a sales order becomes a customer contract, and a contract becomes a project. Customer, pricing and scope carry forward at each step.
Al Noor ContractingCircumz| # | Description | Qty | Amount |
|---|---|---|---|
| 1 | Site grading & earthworks | 1 | 124,000.00 |
| 2 | Steel reinforcement, Grade 60 | 25 | 96,000.00 |
| 3 | Ready-mix concrete C35 | 420 | 121,800.00 |
| 4 | Formwork & shuttering | 1 | 42,000.00 |
| 5 | Site mobilisation | 1 | 16,200.00 |
Illustrative demo data.
How work moves through Sales.
- 1Opportunity
- 2Quotation
- 3Sales order
- 4Contract
- 5Project
Built for the real workflow.
What Sales does in Circumz today.
Quotations
Line items with tax code and discount, tracked through Draft, Sent, Accepted, Rejected and Expired.
Sales orders
Confirm a quotation into an order and follow it through fulfilment.
Customer contracts
Value, term and status, linked to the project the contract funds.
Documents in any currency
Quote in the customer's currency; the exchange rate is frozen on the document and inherited by the order and the invoice.
Customer receipts
Record receipts against the contract or invoice they settle.
Not a silo. A step in the chain.
Sales orders and contracts are the entry point into Projects, Logistics and Finance. Everything references the same customer, project and financial records — no exports, no re-keying.
See how the whole platform fits togetherWhat Sales doesn't do.
Worth knowing before you evaluate. These are limits of the module as it ships, not a feature list.
- No price lists or approval matrices for discounts.
- No e-signature on contracts.
Related modules.
CRM & Customers
Customers, contacts, leads and opportunities, from first call to won deal.
Inventory
Items, warehouses, stock movements, transfers and issues to projects.
Procurement
Purchase requests, orders, goods receipts and supplier bills.
Finance
Invoicing, payments, receivables and payables, in any currency.
See Sales on your own operation.
A walkthrough of this module and the rest of the platform, configured around how you work.