The Promys webinar on Customer Portal Quote Review & Approval is scheduled for Tuesday August 21st at 10:00 am and Thursday August 23rd at 1:00 p.m (Eastern Time). To Register, please fill in the form below.

 

Promys New Customer Portal Quote Review & Approval Functionality

 

1) “Publish” select Quotes to Portal:

Sales rep’s have complete control over which customer quotes get published to the Portal and which ones do not.

2) Customer Quote Approval:

Customers can click on a link to download a .pdf version of the quote from the Customer Portal and then approve it. Customers can create their own Quotes via the Portal, based on

3) Customer Specific Pricing:

Customers can create their own Quotes via the Customer Portal for review by their Sales Rep (to validate a configuration) or simply approve it to place the order, based on customer specific pricing.

Register forPromys Customer Portal Quote Review & Approval Tuesday 10:00 a.m. Webinar or the Thursday 1:00 p.m Webinar (Eastern Time), FILL IN THE FORM BELOW TO REGISTER.

A calendar invite containing the webinar link and dial in number will be e-mailed to you.

PENDING WEBINARS

August 21st & 23rd –Customer Portal, Customer review and approve Quotes, ticket status, document exchange
September 4th & 6th –Executive Reporting; Analytics, Promys Microsoft PowerBI integration
September 18th & 20th – Milestone/Phase oriented billing
October 2nd & 4th – Faster equipment/materials handling & billing on Service Tickets
October 9th & 11th – Standard Time sheets, “Express” time sheets, stop watch

Jim Barnet
Director of Sales & Marketing, Promys PSA
jbarnet@promys.com
www.promys.com

 

Register for Promys Customer Portal Quote Review & Approval Tuesday 10:00 a.m. Webinar,  or the Thursday 1:00 p.m Webinar (Eastern Time)please fill in the form below.

A calendar invite containing the webinar link and dial in number will be e-mailed to you.

Promys is one of the highest rated business software solutions for technology solution providers & MSP’s

Webinar Registration Form

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