All modules
// 27ERP · Module
Sales: Estimates, Orders & Invoices
Customers, estimates, sales orders and invoices in one chain. Accept an estimate and the order exists; fulfil the order and the invoice exists — each document numbered, emailed and paid from inside the record.
// 01
Estimate to invoice without re-typing a line.
What the Sales: Estimates, Orders & Invoices module does in 27ERP today.
- Customers as companies with contacts, addresses and default payment terms
- CSV import and export for the whole customer list
- Estimates convert to sales orders and invoices, and one estimate can split into many
- Line-level sales tax and per-document discounts, snapshotted on each document
- Paste line items straight from a spreadsheet
- Email any document with a preview, Cc and message without leaving the record
- Online payment links through Stripe; the invoice is marked paid on its own
- Per-company document numbering: EST-0001, SO-0001, INV-0001
// 02 · Screens
Sales: Estimates, Orders & Invoices in 27ERP
// 03 · Works with
Connected modules
Documents in this module link to the ones they came from and the ones they create.
Running in production for ICP Miami · 27nodes
// Boca Raton, FL → nationwide
See Sales with your own data
A 30-minute walkthrough on the platform, using your real records, and a straight answer on where a custom rule would go.