OVERALL RATINGS
INSTALLS
94
SUPPORT
- Partner Supported
TRUST SIGNALS
Key highlights of the appCreate purchase requests and manage orders from your Jira or JSM. Generate closing sales quotes for your customers
Generate PDF sales quotes in a Jira ticket
1) Customer sends a quote request to an email.
2) You generate a PDF Sales Quote based on the goods and services that your company provides
3) Send it to customer with Raley Emails Notifications canned message
Create and Approve purchase request as Jira task!
Create Purchase Requests in JSM portal and Approve them as Orders from the convenience of your Jira screen with your own custom purchasing workflow!We support approving of request by Product, Budget, Department and Tier
Live reports on quotes and spendings
Track your quotes progress and customer value via Sales Quotes reports.
See accurate and up-to-date data about your expenses based on the status of specific Purchase Orders Jira tickets.
Supporting media
More details
Check out our featured article: How to create Sales Quotes in JSM?
Raley Sales Quotes and Purchase Orders is an app working with Jira/JSM cloud that streamlines 2 important business processes in your organization:
- Generation of Sales Quotes PDF on request from a customer
- Running of Purchasing approvals with approvals based on Product type, Budget, Department and Corporate approval matrix
- Both, Sales quotes and Purchase Orders functionality can be supported by a custom workflow that fits your needs
- Powerful reporting let you see and export to CSV the actual state of your Purchase Orders across Departments, Budgets and Suppliers
Resources
Descriptor
Get the descriptor file downloaded to your system
App documentation
Comprehensive set of documentation from the partner on how this app works
EULA
Get the End User License Agreement for this app
Privacy and Security
Privacy policy
Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.
Partner privacy policy
Security program
This app is part of the Marketplace Bug Bounty program.
About Bug Bounty program
Integration permissions
Raley Procurement and Quotation CRM integrates with your Atlassian product
Version information
Version 1.0.42-AC•for Jira Cloud
Release date
Nov 12th 2024
Summary
Receiving of PO
Details
Functionality to keep track of receiving of items referenced in purchase order
Payment model
Paid via Atlassian
License type
Commercial