quotes invoices purchase orders using saleswah crm

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Create and mail: Quotes, invoices, proposals Send quotes, log purchase orders, send PO acknowledgements, Invoice upon shipment New! Send multi-page proposals as well; on your letterhead! www.saleswah.com www.saleswah.com

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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

Page 1: Quotes invoices purchase orders using saleswah crm

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

Page 2: Quotes invoices purchase orders using saleswah crm

Saleswah users can send formal quotes or even multipage proposals

Send:Quotes, proposals, invoices

Receive and log:Purchase orders

Page 3: Quotes invoices purchase orders using saleswah crm

The complete “quote to cash” process

Purchase Order

Saleswah user CustomerQuote or Proposal

Evaluation

PO Ack

Copy to factory Shipment

Invoice Payment

Payment receipt

Page 4: Quotes invoices purchase orders using saleswah crm

Create a quote and mail it out

Page 5: Quotes invoices purchase orders using saleswah crm

Final quote: what it looks like

Page 6: Quotes invoices purchase orders using saleswah crm

Quotes by creation date Report

Page 7: Quotes invoices purchase orders using saleswah crm

Quotes by expiry date Report

Page 8: Quotes invoices purchase orders using saleswah crm

SEND A FULL-FLEDGED PROPOSALSometimes a quote is not enough

www.saleswah.com

Page 9: Quotes invoices purchase orders using saleswah crm

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

Page 10: Quotes invoices purchase orders using saleswah crm

Send a proposal to a Contact

Page 11: Quotes invoices purchase orders using saleswah crm

Send a monthly price list to your distributors

Page 12: Quotes invoices purchase orders using saleswah crm

Send a proposal to a new contact

Page 13: Quotes invoices purchase orders using saleswah crm

The proposal arrives at your contact’s email inbox

Page 14: Quotes invoices purchase orders using saleswah crm

Modify existing templates for later reuse

Page 15: Quotes invoices purchase orders using saleswah crm

Maintain list of proposals sent and view them

Page 16: Quotes invoices purchase orders using saleswah crm

www.saleswah.com

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