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Forget something a customer asked or notes about an order?
Internal Comments
  • Be proactive on lost orders
  • Eliminate ordering mistakes by always having customer notes and comments on all quotes and orders
  • Lower quoting errors and mistakes by requiring approval before sending

Internal Comments

Keep Everyone Notified

Ability to enter internal comments (never printed) that are readily reviewed by anyone internally opening the quote/order.

Reason for Lost Order

Understand Lost Orders

Capture reasons why certain quotes were not turned into orders to help better understand why you did not win the business.

Warnings

Never Lose Money

Warn or prohibit during printing, faxing, e-mailing, or order conversion for low margins or other configurable attributes.

Sending Quotes

Improve Office Communication

With the ability to send quotes or orders, with attached messages, to any department within your organization.