Parts, Assets, and Inventory Management – Automated Quoting, Purchase Order Approval Processes
Through the customer portal, customers can electronically approve quotes, purchase orders, contracts, meeting minutes, and travel requests. Or, if you want a salesperson to present in person or part of a package, you can print and email if needed. Once a quote is created in the system, the customer will get an email telling them that they have a quote, meeting minutes, or travel requests that need to be approved. The email will contain a link that will take them to the document, and then they can approve or decline the quote, purchase order, meeting minutes, or travel requests. If they decline, a message will be sent to the salesperson or project manager who then can follow up with the customer to determine why the request was declined.