Features
Have a closer look at our features
Take a deeper look at some of the features Orderstep offers.
Branded PDF quote
Ditch Word for your quotes and craft stunning PDFs that reflect your brand identity. Ensure all your team members have access to the latest template designs, providing a consistent and professional quoting experience for your customers.
Follow-ups & TODO's
Forgetting to followup, or just don’t want to bother. Make it easy for yourself and let Orderstep remember the things you have to do. All you have to do, is just create your quote in Orderstep, or do a quick note on the customer. And Orderstep will remind you to followup so you do not forget. Its less than 2 minutes of your time, for not having to worry about it!
B2B Webshop
Are you frustrated with the absence of an online solution or paying excessive fees for your current one? Perhaps you wish to escape the manual entry of all your orders, freeing up your time for more meaningful tasks. Introducing our B2B webshop, designed to simplify the ordering process for your customers and provide them access to your full product range. Uncover hidden gems in your inventory that your customers might need but didn’t know were available. Elevate your business experience with Orderstep!
Recurring Subscriptions
Fed up with the manual hassle of invoicing your customers each month? Utilize Orderstep to automate your recurring billing process. Integrate a payment gateway, allowing you to effortlessly collect payments from their card or account automatically. Say goodbye to the tedious tasks and redirect your time to more important matters.
Automation
At Orderstep, we are passionate about automations, aiming to streamline processes effortlessly. For instance, upon sending your quote, automate its dispatch as either an order or an invoice once it gets approval. Direct your customer straight to the payment gateway for instant transactions. If you utilize subscriptions, create your subscription promptly upon quote approval. Experience the efficiency of automated workflows with Orderstep.
Customer Portal
Unlock seamless access for your customers to all shared quotes, orders, and invoices. They can effortlessly track their past orders, approve quotes, and engage in order discussions. Elevate your customer interactions and foster a sense of engagement with your business through our user-friendly customer portal!
Get money automatically
Say goodbye to time-consuming customer chasing. Guarantee effortless payments through our card payment feature. We ensure you stay informed about incoming funds, empowering you to take proactive measures with your customers
Integrations
At Orderstep, we understand that collaboration is key. That’s why we seamlessly integrate with a variety of systems, making your work even more efficient. By automatically fetching or sending data to your other systems, we eliminate manual tasks, ensuring data is readily available whenever you need it. Streamline your processes and enhance productivity with Orderstep!