The ALDS Green Sales Module is built to simplify complex renewable energy sales processes quotations, pricing, approvals, and orders, while giving your sales teams speed, accuracy, and visibility.
SALES MODULE
What is Sales Management?
A Sales Module is the system that manages how your business converts interest into revenue. It connects leads, quotations, pricing, approvals, sales orders, and payments into one structured workflow.
It Includes :
Creating quotations
Sharing proposals
Getting approvals
Converting quotes into orders
Tracking sales performance
Instead of managing all this through spreadsheets, emails, and follow-ups, sales management brings everything into one organized system.
How ALDS Green Sales Module Works?
- Convert CRM leads directly into quotations
- Build accurate, branded proposals
- Track approvals and revisions
- Convert approved quotes into sales orders
- Track payments
- Analyze revenue, margins, and performance
ALDS Green Sales Module Features
ALDS Green Sales Module is built to help renewable energy businesses create quotations, close deals faster, and manage sales orders in one connected system. If your business handles proposals, pricing, and approvals, this system is made for you.
1. Quotation Creation & Management
Create Quotation from Leads
Convert CRM leads into sales quotations instantly no re-entry of customer data.
Custom Quotation Proposal
Build quotations using industry-specific calculations such as solar capacity sizing, inverter matching, and component selection.
Quotation Templates
Use reusable templates for projects to speed up quote creation.
Proposal & Branding Customization
Apply your logo, brand colors, layouts, and legal terms to every quotation & proposal.
2. Product Configuration & Pricing
Product Configurator
Dynamically configure products based on selected capacity, model, or installation type.
Dynamic Pricing Engine
Automatically adjust pricing based on:
- Location
- Customer type
- Capacity
Project requirements
Variant Grid Entry
Add multiple product variants in a single view ideal for large solar or EPC quotations
Discounts & Pricelists
Apply customer-specific, volume-based pricing rules.
Multi-Currency Quotations
Create and manage quotations in multiple currencies for global or export customers.
3. Quotation Control & Tracking
PDF Quotation Generation
Generate professional, branded quotation PDFs instantly.
Quotation Revision & Version Control
Track every change with full version history know what was changed, when, and by whom.
Quotation Status Tracking Monitor each quotation as:
- Draft
- Sent
- Approved
- Rejected
- Expired
Simplified Quoting Workflow
Reduce manual steps and eliminate errors through automated workflows.
4. Sales Orders & Payments
Sales Orders Management
Convert approved quotations into confirmed sales orders in one click.
Electronic Signature Integration
Enable secure digital signing of quotations, contracts, and agreements.
Payment Terms Management
Define flexible payment schedules advance, milestones, or post-installation.
Product Types & Units of Measure
Support physical products, services, installation charges, and multiple units of measurement.
5. Customer & Team Collaboration
Schedule Activities
Allow customers to:
- View quotations
- Approve documents
- Access signed contracts
- Track orders and invoices
Schedule Activities
Plan calls, meetings, site visits, and follow-ups linked to sales records.
Multi-User Access
Enable collaboration across sales teams with role-based permissions.
6. Reporting, Analytics & Platform Integration
Track Quote-to-Order Conversion
Measure how many quotations turn into actual sales.
Comprehensive Sales Reports
Generate advanced reports with filters, drill-downs, and export options.
CRM Sales Inventory Integration
Ensure a smooth lead → quotation → order journey without data loss
Product & Service Catalog Sync
Keep product data consistent across CRM, Sales, and Inventory modules.
How ALDS GreenSales Module CanHelp Your Business?
As your business grows, managing sales
manually becomes difficult. Quotes get lost, follow-ups are missed, and teams work with outdated information.
With ALDS Green Sales module:
Close deals faster with ready-to-use quotation templates
Reduce pricing errors with automated calculations
Improve approval cycles with version control & e-signatures
Gain full visibility into your sales pipeline
Deliver a professional experience to customers
Scale sales operations without adding manual work
Getting Started with ALDS Green Sales Module
Simple Onboarding, Fast Setup
Sales Module Terminologies Explained
Quotation
Quotation Template
Quotation Version
Proposal
Quotation Status
Quotation Validity
Sales Order
Order Status
Customer Portal
Sales Pipeline
CRM Integration
Payment Terms
Resources
Guide: How to Add a New Lead
Learn how to quickly create a new lead in ALDS Green CRM and capture details efficiently.
Anjali Meena
Alds green CRM Developer
Guide: Managing Lead Status
See how to update and manage lead statuses to track progress from inquiry to closure.
Anjali Meena
Alds green CRM Developer
Guide: Assigning Leads to Sales Team
Discover how to assign leads to specific sales representatives for better performance.
Anjali Meena
Alds green CRM Developer
Frequently Asked Questions
Transform the Way You Manage Your Business
Manage leads, sales, inventory, and projects — all in one place.