Quotes, orders, stock, invoices and follow-ups. One sheet.
Made for wholesalers, distributors and anyone who sells to other businesses from a desk. Every order you take updates stock, the customer's balance and tomorrow's follow-up list, without anyone typing it twice.
Ten tabs that talk to each other.
Each tab is a plain sheet your team can read, sort and filter. The formulas and buttons keep them in step. Grey columns are worked out for you and never need typing.
- 1DashboardToday's sales, this month, open orders, outstanding balances, low stock and follow-ups due, plus three live lists.
- 2CustomersOne row per customer with contact, terms and notes. Total ordered, total paid and balance owed are calculated, never typed.
- 3ProductsPrice list, cost, stock on hand and a reorder level. Delivered orders take stock down; a LOW flag appears when it is time to reorder.
- 4QuotesType a date, pick the customer, add lines. Subtotal, tax, total and the valid-until date fill in. One click turns an accepted quote into an order.
- 5OrdersStatus from New to Packing to Delivered. Totals, paid, balance and due date are live; the invoice link appears when you make one.
- 6LinesThe products on each quote or order: pick from the dropdown, type quantity and price. Line totals and the list price for reference are automatic.
- 7PaymentsRecord what came in against which order. Part payments are fine. Order and customer balances update across the file.
- 8Follow-upsWho to call, about what, and when. Overdue, Today, Upcoming and Done are worked out from the date and the tick box.
- 9Stock InDeliveries from your suppliers: date, product, quantity. Stock on hand includes them straight away.
- 10SettingsYour business name, address, logo, tax rate, payment terms, invoice wording and the reminder hour. Set once.
The parts that make it a system, not a spreadsheet.
They live in a "Built on Sheets" menu at the top of the sheet. Click the row you mean, then the button.
Quote → order
No retyping. The order carries the customer, the lines and the prices from the quote, and the quote is marked Accepted.
Mark delivered
Sets the status and the delivery date. Stock on hand drops for every line on the order.
Add payment
Type the amount received. It is recorded against the order and the balances update everywhere.
Make invoice PDF
A clean PDF with your logo and details, saved to an Invoices folder in Drive and linked from the order.
Email invoice
Sends the PDF to the customer's email from your own Google account, with the amount and due date in the message.
Morning reminders
At the hour you choose, an email lists today's follow-ups and every customer past their payment terms.
Check this sheet
Finds a renamed column, a broken formula or a line pointing at a missing order, and repairs what it safely can.
New quote
Starts a quote with today's date and the next number, and takes you to the customer cell.
Set up
Run once in your copy. Creates the Invoices folder and switches on the daily reminder at your chosen hour.
Businesses that sell from a desk.
Food and drink wholesalers. Building supplies. Pharmacy and medical distributors. Packaging. Parts. Anyone with a price list, repeat customers and orders that need chasing.
Teams of one to about fifteen people. Beyond that you may want a bigger tool, and by then you will know exactly what you need from it.
Not for: online shops with a cart, warehouses that scan barcodes, or anyone who needs the sheet to be an accounting ledger. It tracks who owes what; your accountant still does the books.
Numbers: one currency and one tax rate per copy, set in Settings. Anything more is a custom setup.
One price. Yours to keep.
No subscription, no per-user fee. Prices in US dollars. UK VAT is added at checkout where it applies.
Try the layout with your own data before you buy.
- Customers, orders and payments tabs
- Dashboard tab
- No automations
The complete Sales CRM with every automation turned on.
- All ten tabs
- Quotes → orders in one click
- Stock and balances update themselves
- Invoice PDFs, saved and emailed
- Morning follow-up reminders
- Check and repair button
- Email support for 90 days
14-day refund if it does not do what the demo shows.
We shape the system around how your business actually works.
- Everything in Full
- Your fields, your workflow, your documents
- Your existing data loaded for you
- A recorded walk-through for your team
- 30 days of changes included
Before you buy.
Can several people use it at once?
Yes. It is a Google Sheet, so share it the way you share any sheet. Everyone sees the same live file.
Can I add my own columns?
Yes, to the right of the existing ones. "Check this sheet" warns you if a column the automations rely on is renamed or deleted, and restores the formula columns.
Does it do multiple currencies or tax rates?
One currency and one tax rate per copy, set once in the Settings tab. Anything more is a custom setup.
Can I use it on my phone?
The Google Sheets app can view and edit the rows. The buttons, PDFs and reminders need a desktop browser.
What happens to my copy if you stop trading?
Nothing. The copy is in your Google Drive and keeps working. There is no server of ours involved.
Do you see my data?
No. We never have access to your copy unless you share it with us for a support request, and you can remove that access afterwards.
Ready when you are.
Buy once, copy into your Google account, and take your first order in it today.
Buy the Sales CRM · $129