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Sales quotes by e-mail

Send and review sales quotes and other documents at the touch of a button

Sales and purchasing departments want to be able to send documents such as sales quotes and purchase orders as simply as possible and also personalize them, while keeping an eye on the entire exchange. Yet the creation of documents and e-mailing often take place in separate systems. This is cumbersome and hard to view as a whole.

With SITE, you can send sales quotes, order confirmations and purchase orders as e-mail directly from the ERP system and keep track of the entire exchange. When you have created a document and click “Send E-Mail,” the system takes you directly to an e-mail form (Screenshot 1) that already contains important information such as the sender, the recipient and the subject. You can standardize or personalize this preliminary version to any degree you like using text templates and dynamic elements. The document is attached to the e-mail as a PDF.

All e-mails created in the ERP system, as well as attachments and memos (made for your own use from telephone conversations, for example), are collected in Information History. At the click of a mouse you can get a quick overview of the entire exchange regarding a sales quote, sales order or purchase order (Screenshot 2). You can also specify whether e-mails or memos are of strictly internal relevance. When you go on vacation, your substitute can take over with ease because all actions are stored in the system.

Bottom line: Customers who use our ERP system SITE with documents by e-mail

  • save a lot of time when sending sales quotes and other documents
  • can see all information at a glance in a single system
  • can forward actions to coworkers with ease

And: you can also e-mail invoices, reminders and credit memos.

Interested in knowing more about SITE Sales quotes? Give us a call at (+49 89) 748-5140 or contact us by e-mail at easy(at)singhammer.com.

SITE Sales quotes by e-mail are available in the standard application beginning with NAV and SITE NAV 2015.

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