Sales Order Workflow
From Quote to Cash, with Total Control
SalesPad puts you in command of every order, every line, and every customer—no exceptions. With rules-based automation, real-time visibility, and built-in guardrails, you prevent errors, protect margins, and accelerate fulfillment from start to finish.
Faster Orders. Fewer Errors. Happy Teams.
Robust Workflow Editor
Build no-code workflows, and validate with built-in error detection and visual flowcharts.
Rules-Based Checks & Approvals
Validate orders and auto-route exceptions (credit limits, margin, inventory) to the right team instantly.
Real-Time Order Visibility
See status, holds, and bottlenecks in one dashboard to spot issues fast.
Task Automation
Automatically split backorders, generate POs, capture payments, and trigger emails, printing, and label creation.
Point of Sale*
Process walk-in orders and payments quickly with minimal data entry.
Integrated Shipping*
Quote and ship orders via your favorite carriers, with freight and tracking automatically updated in SalesPad for GP.
*May Require Additional Licensing
Seamless Shipping Integrations
Job Costing
Integrations
“One business rule in SalesPad saves me seven figures a year.”
