Parts, Assets, and Inventory Management – Quick Quote Conversion to Contract
In some cases, a Quick Quote may need to be converted into a contract depending on the size or dollar value of the part or equipment being ordered.
Business Manager 365 makes this process simple by creating a workflow for sales to complete a contract, modify the scope of work, and either print, email, or through the client portal the ability to approve the contract.
This is a simple process within Business Manager 365 with a simple click of a button the integration with the Business Manager 365 CRM provides a workflow for sales to complete a contract, modify the scope of work, and either print, email, or through the client portal the ability to approve the contract.
Parts, Assets, and Inventory Module
See How It Works
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