Sales

From inquiry to signed contract. Quoted in a minute.

Inquiries land with a rep on them. Quotes do the potency and overage math and price from live costs. The yes becomes an order, a contract and a commission without anyone retyping a number.

Included inStarterGrowthProfessionalEnterprise
Book a demoAll features
app.innersol.io/quotes/Q-0013
Quote Q-0013Northlake Wellness · Immune Elderberry Gummies
Draft
Gummy
Immune Elderberry v3
250,000
IngredientClaimPotencyPer gummy
Vitamin C (ascorbic acid)90 mg99%52.3 mg
Zinc citrate5 mg31%9.3 mg
Elderberry extract 10:1100 mg100%55.0 mg
Order total
$33,250
$0.133 per gummy · $7.98 per bottleMargin 38%
Send quote PDFQuote packageAccept and create order
123
1

The math is done for youRaw material per gummy from the claim, the potency and your overage.

2

Margin as you typeCost per piece, per bottle and per case update with every change.

3

One click to the orderAccepted quotes become sales orders, manufacturing orders and invoices.

<1 minto price a 250,000 piece order at several quantity breaks
14product formats, each with its own quote fields
1 repon every inquiry, quote, order and contract, with hand-overs logged
0numbers retyped between the quote, the order and the invoice
Inquiries and the sales rep

Every inquiry lands with a rep on it.

Inquiries come in from your website form, by e-mail or typed by hand. Innersol assigns them round robin or to one person, tells the rep in chat, and counts business days until the first reply.

  • A website form you can embed in one line, with a posting address for form plugins and automation tools.
  • Round robin, one person, or an admin assigns. The rep is told in chat with the lead attached.
  • Waiting for a first reply turns red after the window you set. Reply by e-mail from the inquiry.
  • The rep follows the record: quote, order, R&D project and contract inherit it, and hand-overs move the open ones.
app.innersol.io/inquiries
9New this week
2Unassigned
1Waiting for a first reply
6Won in 90 days
ContactWhat they wantSourceAssigned toFirst reply
Mia Fontaine · Daybreak NutritionWomen's Multi gummies, 100kWeb · /gummiesAlina MorenoSame day
Daniel Okafor · Harborlight LabsSoftgel omega, 50kE-mailSam WhitakerNot yet · 3 days
Theo Lindqvist · Kestrel FitnessCreatine gummiesWeb · /quoteUnassigned
12
1

Round robin or one personNew leads are assigned by the rule you set and the rep hears in chat.

2

The reply windowBusiness days until the first reply, red when it is late.

Quote builder

A quote builder that asks the right questions.

Every quote starts by choosing the format. Softgels are quoted by size and shell, capsules by cap size and fill weight, gummies by size, shape and mold. Add a customer, a contact or a formula right inside the quote.

  • Quantity breaks, add-ons and packaging options on the same page.
  • Live ingredient, packaging, labor and overhead costs behind every number.
  • Branded quote PDF and a full quote package sent from the same page.
  • Earliest ship date the schedule can meet, shown before you promise one.
app.innersol.io/quotes/new
New quoteStep 1 of 3 · Pick the format
Softgelsize, shell, fill
Gummysize, shape, mold
Capsulecap size, colors
Powderscoop, density
16 oblong
Bovine gelatin, clear
1,000 mg
50,000 · 100,000 · 250,000
+ Add new…
Nov 21
12
1

Format firstThe fields that follow belong to that format. Softgels by size, never grams.

2

Add new, anywhereEvery dropdown starts with Add new, and you come back with nothing lost.

Contracts and the customer

Contracts with e-signature, signed from the quote.

Manufacturing agreements are tailored per product type, with terms you edit in settings. The customer signs online and the signed copy lands on the customer, next to their documents on file.

  • Documents on file per customer: resale certificate, signed terms, quality agreement, credit application, with required-before-first-order rules.
  • Request documents in one e-mail, chase them with follow-ups, see what is missing on the order.
  • A customer portal where customers approve samples, see order status and download their COAs.
app.innersol.io/customers/northlake-wellness
Northlake WellnessSales rep Alina Moreno · Net 30 · 14 orders
Active
Document on fileStatusExpires
Resale certificate (CA)ValidDec 31
Signed terms and conditionsSigned in Innersol
Quality agreementRequested
Certificate of insuranceMissing
Manufacturing Agreement
Gummies · v2 terms
Signed
Mia Fontaine
Nov 2, 9:14 AM
Request documentsSend our W-9 and COIWho handled what
12
1

Documents with rulesRequired before the first order or for credit terms. Missing ones show on the order.

2

Signed onlineTerms per product type, signed from the quote, kept on the customer.

Commissions

Commissions that work themselves out.

Set a plan per seller: a percent of the order or a flat amount, earned when the order is booked, shipped or paid. Innersol computes one commission per order, puts it in the right payroll cycle and tells admins what is due.

  • Reps see My commissions: earned, pending, paid, and their plan.
  • Admins mark a cycle paid, add adjustments and export the CSV for payroll.
  • A canceled order after payout creates the clawback line by itself.
app.innersol.io/commissions
$4,120Due now
$2,860This cycle
$1,375Pending
$38,900Paid this year
OrderRepPlanCommissionStatus
SO-0341 NorthlakeAlina Moreno5% booked$1,662Earned
SO-0339 DaybreakSam Whitaker4% shipped$980Pending
SO-0322 HarborlightAlina Moreno5% booked$1,478Paid
Mark this cycle paid+ AdjustmentDownload CSV
12
1

Earned when you sayBooked, shipped or paid. Pending until then, then placed in its payroll cycle.

2

Payroll in one clickMark the cycle paid and hand the CSV to payroll.

Also in Sales

The rest of the toolkit.

Who handled what

Every inquiry, quote, R&D project, order and contract of an account with the rep and the date.

Sales dashboard

Inquiries to answer, quotes open, win rate, commissions this month, your own Needs attention list.

Record numbering

Quotes, orders and contracts numbered with your own prefix and starting number.

Hand-overs

Move a rep's open records to someone else in one step, with the log and a chat message.

Quote packages

The quote, the spec outline and the terms in one PDF set, branded with your logo.

Website leads

Leads carry the page they came from and the product they asked about.

Works with

Sales hands off to the rest of the plant.

Nutrition and Supplement FactsThe formula behind the quoteExplore → ManufacturingThe order becomes a batchExplore → FinanceInvoices, tax and commissionsExplore → Shipping and fulfillmentWhat ships and how it is trackedExplore →
Questions

About Sales in Innersol

Can our website send inquiries straight into Innersol?

Yes. Innersol gives you a form page, a one line embed and a posting address that form plugins and automation tools can call. Each lead carries the page it came from and the product asked about, and is assigned by the rule you set.

How does the quote know the raw material per piece?

Every ingredient carries its potency or active percentage and your overage. The quote works out the raw material per serving and per piece from the claim, then prices it from live costs.

Do reps see other people's customers?

That is up to you. A rep can be limited to their own records plus the unassigned inquiries, or see everything. Prices and margins follow the role too.

See a quote priced on your own formula.

Forty minutes, your formats, from a real quote to a released lot.

Book a demoSee the plans