What you sell, and what you quoted.
Products and services, the last price you gave each party, and the quote built from the conversation.
Catalogued, priced, quoted.
What you sell, in one list.
Goods and services with a price, a code and, for goods, the stock. Adding one takes a handful of fields, and a low-stock pill shows when goods run short.
What you quoted them last time.
On a quote line, the last price you gave this client sits next to today's catalog price. It is applied only when you press Use, and the line shows how far it is from the list price.
A quote on the deal.
Pick products from the catalog, set the quantity, and the lines add up to a total on the client's record.
A line it couldn't match is flagged.
When a line has no matching product, it is marked Unmatched with the phrase it heard. You pick the right product, and the order waits until every line is resolved.
From your catalog to an order.
Five steps, in this order.
- 1 Add
Add what you sell.
Title, price and the unit you sell by. Mark it as goods or as a service.
- 2 List
See it all.
Every product and service in one list, with its price, its code and a low-stock pill where goods run short.
- 3 Line
Pick a product, set the quantity.
Search the catalog by name or code, add the line, and the amount follows.
- 4 Price
See the last price.
The price you gave this client before appears beside today's catalog price. Use applies the one you choose.
- 5 Order
Order it when it's ready.
A quote at list prices turns into an order with a number. It starts as confirmed.
Where this does the most.
Maple Studio quotes Aster Co. a brand workshop, a logo set and twenty hours of design. The last price given to Aster Co. shows next to the list price, and one press of Use puts it on the line.
Last price · Aster Co.See the playbook →The business cards are down to a few boxes. A low-stock pill shows on the product list, so you reorder before a customer asks.
Low stock · on the listSee the playbook →A client asks for a sticker pack you have never listed. The line is flagged Unmatched. You add the product or pick another, and then the quote can become an order.
Unmatched · yours to resolveSee the playbook →What products and quotes do not do.
And what happens instead.
- It does notIt does not write a quote from a sentence in the chat.InsteadYou add the lines in the panel, from your catalog. Search, pick, set the quantity.
- It does notIt does not apply a past price on its own.InsteadThe last price is offered beside the list price. It goes on the line only when you press Use.
- It does notIt does not order a line that carries an offered price.InsteadOrder from a quote at list prices. Felesh blocks the order for a line that carries an offered price.
- It does notIt does not take payments.InsteadAn order records its number, status and payment state. You record payments yourself.
Can I tell it to add a product to a quote in chat?
No. Products and quote lines are added in the panel, by picking from your catalog. Felesh does flag a line it could not match to any product.
Does it choose the price for me?
No. It shows the last price you gave this client and today's catalog price, side by side with the difference. You press Use for the one you want.
What happens to a line with no matching product?
It is marked Unmatched with the phrase it heard, and ordering is blocked until you pick a product from the catalog for it.
Do I need a catalog before I can quote?
Yes. Quote lines come from your products and services, so add what you sell first. A product takes only a few fields.
Does it handle payments or tax?
It takes no payments. An order shows its number, status and whether it is unpaid, part paid or settled, and you record payments yourself. The tax rate is a setting you choose.
Hand it the work. Keep the decisions.
Hand Felesh the work you've been carrying?14 days free, no card. Everything that needs your call still waits for your yes.