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Raley Procurement and Quotation CRM

works with Jira Cloud

OVERALL RATINGS

SUPPORT

  • Partner Supported

TRUST SIGNALS

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Key highlights of the appCreate purchase requests and manage orders from your Jira or JSM. Generate closing sales quotes for your customers

watch Raley Procurement and Quotation CRM video

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! Approvals Product, Budget, Department and Tier. Multi-currency support

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:

  • Powerful reporting let you see and export to CSV the actual state of your Purchase Orders across Departments, Budgets and Suppliers

Raley Purchase Orders Website

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 1.0.44-ACfor Jira Cloud

Release date
Dec 17th 2024
Summary
Adding supplier from PO form
Details

Now you can add a new supplier directly from PO form. This behaviour is enabled by default. If needed, you can switch it off in the admin console (Company -> PO suppliers allowed)

Payment model
Paid via Atlassian
License type
Commercial

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