BY BUSINESS NEED
|Online Customer Estimate/Quote Acceptance|
|Enable customers to electronically approve Estimates or Sales Order transactions simply by clicking an embedded link on an email template you send them. Automatically creates a transaction linked date/time stamped acceptance record in NetSuite and emails you an alert confirming the customers acceptance.|
|Overview||Features||Reviews||Try & Buy||Provider|
Automates the entire sales transaction apporval process
|First Available: 1/3/2008|
|Compatible with: NetSuite, NetSuite OneWorld, NetSuite CRM+|
Bogged down with the process of issuing estimates or sales orders, then following up with customers to confirm they have approved them? This application automates the entire approval process, enabling you to quickly and efficiently email estimates or sales orders directly from NetSuite with an embedded approval link inclided in the email. Customers review the transaction then accept it electronically by clicking on the link.
- Automate the entire sales transaction approval process, enabling you to quickly and efficiently turnaround estimates and/or sales orders by email.
- Customers can review and accept sales transactions simply by clicking an embeded link in the email.
- Full audit trail is maintained detailing who approved the transaction and the date/time of the approval.
- Alert Sales Rep of the approval.
Speed up the turnaround of Estimates and Sales Orders
Take the pain out of the transaction approval process. It's as simple as emailing the transaction to a customer with an embedded link included. As soon as the customer clicks on the link and approves the transaction, you are notified by email and an approval date/time stamp is attached to the transaction.