Quotes invoices purchase orders using saleswah crm
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Transcript of Quotes invoices purchase orders using saleswah crm
![Page 1: Quotes invoices purchase orders using saleswah crm](https://reader036.fdocuments.us/reader036/viewer/2022062614/546c34e9af7959680e8b65da/html5/thumbnails/1.jpg)
Create and mail: Quotes, invoices, proposals
Send quotes, log purchase orders, send PO acknowledgements, Invoice upon shipmentNew! Send multi-page proposals as well; on
your letterhead!
www.saleswah.com
www.saleswah.com
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Saleswah users can send formal quotes or even multipage proposals
Send:Quotes, proposals, invoices
Receive and log:Purchase orders
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The complete “quote to cash” process
Purchase Order
Saleswah user CustomerQuote or Proposal
Evaluation
PO Ack
Copy to factory Shipment
Invoice Payment
Payment receipt
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Create a quote and mail it out
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Final quote: what it looks like
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Quotes by creation date Report
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Quotes by expiry date Report
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SEND A FULL-FLEDGED PROPOSALSometimes a quote is not enough
www.saleswah.com
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Create a professional looking proposal1-2-3
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Select product category and product
Reuse/ modify existing template or select new
Send to a contactFollow up
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Send a proposal to a Contact
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Send a monthly price list to your distributors
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Send a proposal to a new contact
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The proposal arrives at your contact’s email inbox
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Modify existing templates for later reuse
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Maintain list of proposals sent and view them
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www.saleswah.com
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