Doss Sales
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
Doss provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
The sales scope Doss ships, grouped as the product itself organises it.
Multi-Channel Order Aggregation3
Pulls orders from every connected sales channel into one queue and routes them by configurable business rules.
- Cross-Channel Order SyncSyncs orders from every connected sales channel into a single order queue in real time.
- Automated Order Routing RulesRoutes incoming orders according to configurable business rules rather than manual triage.
Will Doss meet your multi-channel order aggregation needs? Build your requirements and perform a full analysis.
Build my requirements →Order Configuration & Pricing3
Supports configure-to-order products and customer-specific B2B price books for wholesale quoting.
- Configure-to-Order (CPQ) SupportSupports configure-to-order products where the final order line depends on customer-chosen options.
- B2B Price BooksApplies customer-specific price books for wholesale and B2B quoting.
Will Doss meet your order configuration & pricing needs? Build your requirements and perform a full analysis.
Build my requirements →Deal Workflow Automation3
Configures deal stages, approvals, and follow-up tasks via drag-and-drop, without needing consultant involvement.
- Drag-and-Drop Deal StagesConfigures deal pipeline stages, custom fields, and approval playbooks through a drag-and-drop editor.
- Automatic Task & SLA CreationCreates follow-up tasks and tracks SLAs and reminders automatically as deals progress.
Will Doss meet your deal workflow automation needs? Build your requirements and perform a full analysis.
Build my requirements →Inventory Allocation & Fulfillment Routing3
Allocates available inventory to orders in real time and routes each order to the location or 3PL that best fits cost and SLA rules.
- Real-Time Allocation & BackordersAllocates available inventory to orders in real time and manages backorders when stock is short.
- Auto-Route to Cheapest 3PLAutomatically routes each order to the lowest-cost 3PL or fulfillment location that meets configurable rules.
Will Doss meet your inventory allocation & fulfillment routing needs? Build your requirements and perform a full analysis.
Build my requirements →Order Fulfillment Workflows (MTO/ATO/CPQ)3
Automates made-to-order, assemble-to-order, and configure-to-order production workflows.
- Made-to-Order WorkflowAutomates the made-to-order production workflow from order to build.
- Assemble-to-Order WorkflowAutomates the assemble-to-order workflow, building from stocked components on demand.
Will Doss meet your order fulfillment workflows (mto/ato/cpq) needs? Build your requirements and perform a full analysis.
Build my requirements →Bundle & Partial Shipment Handling3
Splits bundled products into component SKUs for fulfillment and supports shipping an order in multiple partial shipments.
- Automatic Bundle SplittingSplits a bundled product automatically into its component SKUs for picking and fulfillment.
- Partial Shipment SupportAllows a single order to ship in multiple partial shipments as inventory becomes available.
Will Doss meet your bundle & partial shipment handling needs? Build your requirements and perform a full analysis.
Build my requirements →Order-to-Cash & Invoicing3
Generates invoices from fulfilled orders and tracks the full order-to-cash cycle through to revenue recognition.
- Automated Invoice GenerationGenerates customer invoices automatically once an order is fulfilled or delivered.
- Embedded PaymentsCollects customer payment via ACH, wire, or card directly within the order-to-cash flow.
Will Doss meet your order-to-cash & invoicing needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities10
- Automated Lead Capture & RoutingCaptures leads from multiple sources automatically and routes them based on customer type, deal size, and team availability.
- Unified Sales/Ops/Support TimelinePresents a single timeline combining a customer's sales, operations, and support interactions.
- Pipeline & Conversion DashboardsReports pipeline health, conversion rates, and customer lifetime value on real-time dashboards.
- RMA & Refunds ProcessingProcesses return merchandise authorizations and refunds against the original order record.
- Real-Time Order DashboardsShows real-time dashboards of order status that flag bottlenecks, late orders, and revenue by channel.
Will Doss meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →The Doss Evaluation Kit
An independent assessment of Doss — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Doss Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Doss independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Doss Evaluation Kit
Doss add-ons & integrations
Extend Doss with best-of-breed software that integrates with it:
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Doss
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Doss starts at a custom quote with a typical total cost of Not publicly disclosed and a 4–12 weeks implementation.
Full Doss pricing breakdown →Need help evaluating Doss sales?
Tell us what you need it to do and we'll help you work out whether Doss is the right fit — and which partners have done it before.
Doss Sales FAQ
Does Doss include a built-in CRM?
Yes. Doss includes a relationship-management layer for tracking customer and vendor contacts, deals, and communications alongside operational and order data, rather than requiring a separate standalone CRM product.
Can Doss route incoming leads automatically?
Yes. Doss captures leads from multiple sources automatically and routes them by customer type, deal size, and team availability without manual assignment.
Does Doss show a unified customer timeline?
Yes. Doss shows a single timeline of a customer's sales, operations, and support interactions alongside their orders and fulfillment status, rather than separate views per system.
Can Doss process customer returns and RMAs?
Yes. Doss processes customer returns, RMAs, and refunds as part of the order lifecycle, connected to the same order and inventory data as the original sale.
Does Doss configure deal stages without IT involvement?
Yes. Doss lets teams configure deal stages, approvals, and follow-up tasks via drag-and-drop, without needing a consultant to make workflow changes.
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