Raley Sales Quotes and Purchase Orders

Name: Raley Sales Quotes and Purchase Orders
Rating: 4 (3 reviews)

by Inversion Point LLC

for Jira Cloud

94 installs

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Sales Quotes CRM for your Jira and JSM customers. Purchase requests and orders management

YouTube's thumbnail image for the 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!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

Raley Purchase Orders Website

Certification

CLOUD FORTIFIED

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 policy

Resources

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