Sales Orders
Convert quotes into sales orders with one click. Track order status, revisions, and approvals in real-time. Ensure in-stock materials to deliver the project on-time and on-budget.

50%
Less time spent searching
5x
Faster estimates and quotes
3x
Increased profitability
Centralize and Monitor your Sales Data
Gain a complete overview of your inventory and orders, significantly speeding up order processing and empowering you to sell more.
Enhanced Cost Visibility and Production Tracking
Compare estimated and actual costs, track of production progress, and view inventory snapshots with real-time and forecasted utilization.
- Gain visibility into the total cost broken down by run time, setup time, and material cost for any assembly or component.
- Utilize cost breakdowns before and after the manufacturing process, allowing you to compare estimated to actual costs.
- Track production time and progress, with inventory tracking of the potential parts that can be used for fulfilling the order.


Seamless Transition From Quote-To-Order
Move from quotes to orders with speed and security.
- Provide both quick and detailed quotes for single-level and multi-level assemblies.
- Share and track quotes with customers via our secure digital quote portal.
- Track your win rate and share details with sales to understand which quotes convert to sales.
Flexible and Efficient Order Management
Handle a variety of order types with ease, from quick-run parts to complex assemblies.
- Make changes to any order, including quantities and due dates—even when it's already in process.
- Print order confirmations and create jobs straight from the order.
- Historical order insights to learn if you were over or under the expected labor hours or material costs.


Integrated Order-to-Invoice Management
Make closing out a Sales Order simple and efficient. From a single screen, you can select the specific line items you want to invoice or ship and instantly generate the corresponding documents.
- Quickly transform Sales Orders into Invoices and synchronize them with QuickBooks in just a few clicks.
- All relevant information—from sales details to production status—flows seamlessly into the next steps, ensuring a smooth transition to invoicing and delivery.
- Completed Sales Orders, including their associated shipments and invoices, are stored and easily accessible for future reference or auditing.
Frequently asked questions
Everything you need to know about StartProto.
Absolutely. StartProto offers seamless integration with QuickBooks for accounting and Shopify for e-commerce, ensuring data synchronization across platforms. Explore our growing library of integrations ->
Yes, StartProto can easily import data from systems like Excel, QuickBooks, and legacy ERPs like FulcrumPro and JobBOSS, streamlining the transition process and maintaining data integrity.
Yes, we provide an export of your data if you ever choose to leave StartProto. Your data is yours, and we ensure a smooth transition.
Yes, StartProto includes AI-driven analytics and automation, allowing you to generate insights, track KPIs, use natural language commands to automate the creation of quotes, orders, BOMs to name just a few. AI identifies areas for process optimization and shifts work to maximize resources while delivering on-time. .
StartProto offers comprehensive training and ongoing support, including video tutorials, live chat, comprehensive product docs, and access to a dedicated customer success manager.
Yes, we offer a 7-day free trial of a limited version of the application. No credit card or commitment is required. Get started!
StartProto offers robust reporting tools, including job costing, inventory tracking, and custom dashboards, to provide actionable insights into production performance. Let us show you!!
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