No Code Sales Order Management: Airtable vs Ragic- What's the Difference?

Steve, a dedicated sales manager at Happy Furniture Store, oversees the sale of handcrafted woodworks like tables, chairs, and closets. One morning, his manager, Eric, dropped a bombshell: All sales managers must deliver weekly sales presentations, as ordered by the board of directors—effective immediately.

Looking around his office, Steve felt a wave of panic. His desk was buried under a chaotic pile of disorganized sales invoices, and his mind raced with questions:

“Where do I even start organizing this mess? How can I possibly make sense of these invoices for a sales report?”

“And once I finally get everything sorted, how can I quickly analyze data by product, location, or customer without having to start over every time?”

“I should make my efforts count. To make my life easier in the future, I should streamline the entire sales workflow, digitalize the sales order process, and connect to a system that can help me sort and manage sales data.”

This realization hit Steve as he scrolled through LinkedIn, where he stumbled upon cloud-based management systems like Airtable and Ragic. Intrigued, he discovered that both platforms offer powerful “form views” designed for seamless data collection and management. A lightbulb went off in his head:

“If I use these tools to collect orders directly from customers and let the system organize the data for me, I’ll always have the answers Eric needs—right at my fingertips. No more wasting time digging through piles of invoices!”

With renewed confidence, Steve knew he was on the verge of transforming his chaotic sales workflow into a streamlined, future-proof process.

Using Airtable for Sales Orders

Impressed by Airtable’s user-friendly interface, Steve decided to give it a try. Setting up the system was straightforward, and its design made navigation a breeze. However, as he began testing it for his sales workflow, Steve encountered a significant limitation: Airtable’s form view didn’t support formula fields. This meant the order form couldn’t automatically calculate the invoice total or grand total amounts—a critical feature for customer order experiences!

Another challenge quickly surfaced. Airtable’s forms required predefined spaces for adding multiple items to an order. Since customers often purchased multiple products—like matching chairs with a dining table or bedside cabinets to complement a bed frame—this limitation posed a real problem. If a customer wanted to order more items than the form allowed, they wouldn’t be able to dynamically add them, leaving Steve with incomplete or disorganized data.

Examining his form design, Steve grew increasingly concerned. “If customers can’t add all the products they want or see their order total in real time, this form is going to create confusion and extra work for everyone involved,” he thought.

Determined to fix the issue, Steve turned to Airtable’s community experts for advice. They suggested using third-party software and APIs to extend the platform’s functionality. But for Steve, this approach raised red flags. Relying on external tools meant additional setup, potential security risks, and compatibility concerns—far from the streamlined, reliable solution he was looking for.

Frustrated but resolute, Steve realized he needed a system that offered integrated, out-of-the-box functionalities to meet his needs without the extra hassle. It was time to explore other options.

Using Ragic for Sales Orders

Eager to find a better solution, Steve decided to give Ragic a try—and he was immediately impressed. Unlike Airtable, Ragic’s subtables allowed customers to dynamically add as many product items as they wanted to their sales order forms. Even better, the platform supported formula fields, enabling real-time calculations of purchase totals as customers added more products. This feature was a game-changer, ensuring a seamless and transparent ordering process.

But the fun didn’t stop there. Steve discovered he could fully customize the form view, including the banner, background, and form elements, to match Happy Furniture Store’s branding.

“This is exactly what I’ve been looking for!” Steve exclaimed as he tested the form. The icing on the cake? He found out that he could embed the form directly onto Happy Furniture Store’s website, making it effortless for visitors to place orders.

With Ragic, Steve finally had the tools to create a sales order process that was efficient, professional, and customer-friendly.

As Steve explored his new Ragic account, he discovered an incredible bonus: the ability to create and print sales invoices directly within the platform. Now, he can seamlessly manage the entire sales order process—from start to finish—all in one place.

Transforming his sales order process with Ragic, Steve unlocked a new level of efficiency and clarity in his work. Now, whenever Eric needs insights– whether it’s about a specific sales order, a product’s performance, the top 50 customers in a region, or the month’s star salesman– Steve doesn’t just provide answers; he delivers them instantly and effortlessly. With Ragic, data management becomes a breeze, and data-driven decision-making is able to reach new heights.

Work Smart Like Steve

Steve’s story is a testament to the power of the right tools. With Ragic, he transformed his chaotic sales process into an efficient, seamless workflow that not only simplified his job but also empowered him to deliver results with confidence and speed. From dynamic sales order forms and real-time calculations, to full customization and easy website integration, Ragic offered everything Steve needed—without the hassle of third-party add-ons or compatibility issues. It was just like magic!

Now, instead of drowning in disorganized invoices and manual calculations, Steve has a system that keeps his sales process running smoothly and effortlessly. Ragic didn’t just help Steve manage sales data; it gave him back his time and peace of mind.

Are you ready to streamline your workflow and take your sales management to the next level? Join Steve and countless others who have discovered the power of Ragic. Try Ragic for free and see how Ragic can revolutionize the way you work!

👉 Try Ragic Now!