quotes invoices purchase orders using saleswah crm

Post on 19-Nov-2014

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DESCRIPTION

Saleswah, the most complete CRM for SMEs allows you to send configured quotes, proposals and invoices to your clients and log purchase orders.

TRANSCRIPT

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

Saleswah users can send formal quotes or even multipage proposals

Send:Quotes, proposals, invoices

Receive and log:Purchase orders

The complete “quote to cash” process

Purchase Order

Saleswah user CustomerQuote or Proposal

Evaluation

PO Ack

Copy to factory Shipment

Invoice Payment

Payment receipt

Create a quote and mail it out

Final quote: what it looks like

Quotes by creation date Report

Quotes by expiry date Report

SEND A FULL-FLEDGED PROPOSALSometimes a quote is not enough

www.saleswah.com

Create a professional looking proposal1-2-3

1 2

3

Select product category and product

Reuse/ modify existing template or select new

Send to a contactFollow up

Send a proposal to a Contact

Send a monthly price list to your distributors

Send a proposal to a new contact

The proposal arrives at your contact’s email inbox

Modify existing templates for later reuse

Maintain list of proposals sent and view them

www.saleswah.com

Saleswah is an enterprise class hosted CRM Get it now! No credit card needed!

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