- Supported
- Jira Service Management
- Jira
Sales Quotes CRM for your Jira and JSM customers. Purchase requests and orders management
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.
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
Certification
This app offers additional security, reliability, and support through:
- Cloud security participation
- Reliability checks
- 24hr support response time
- and more.
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 policyResources
Integration Details
Raley Sales Quotes and Purchase Orders integrates with your Atlassian product. This remote service can:
- View email addresses of users
- Administer the host application
- Delete data from the host application
- Administer Jira projects
Gallery
Create purchase request directly from your JSM portal