Quotations
- Send Quotes
- Auto convert to orders on approval
- Track via link
Orders
- Detailed product description
- Internal notes per line item
- Internal proof mailing and approval
CRM
- Keep track of all your customer contacts
- History of past orders, quotes, and payments
- Save attachments and notes per customer profile
Workflow
- Track each order from start to completion
- Automatically notify the customer on status change
- Assign orders to employees or teams
Invoicing
- Send Invoice in seconds
- Accept payments via stripe
- Invoice in your currency
Client Portal
- View order progress
- View approved quotes
- Reorder and collect payment
Item Directory
- Create purchasable items with attributes
- Categorize items or profit centers
- Conditional logic attribute pricing
Activity Stream
- View all changes by admin or employee
- Track history for the past 90 days
- Restrict activity stream access
Employee Portal
- Each employee gets login credentials
- Employee permission settings
- Employee clock-in and clock-out (Q4 2019)
*No credit card required
Roadmap
Vendor Directory and Issue Purchase Orders
- Coming Soon Q1 2020
iOS and Android App
- Coming Soon Q4 2019
Public API and Zapier Integration
- Coming Soon Q2 2020
UI Enhancement
- We’re always making UI Enhancements