CORE SUITE
Every subscription includes these core features with unlimited users + 25GB storage:
End-to-end order management from initial quote through to fulfillment. Manage customer details, sales reps, fulfilment type, artwork, proofs, invoices, payments and more!
Maintain detailed records of all customer quotes, orders, invoices, payments along with adding notes to ensure exceptional service.
Orders flow automatically to the pre-defined Sourcing, Production, and Finishing queues to ensure no process step gets overlooked.
Generate and send purchase orders to your vendors, including any artwork/media they may need to help fulfill.
Provide customers with sample pricing that can easily be converted to an order if they click the 'Approve' button.
Define the various user roles and the access levels they have to limit/expand their visibility of company data.
Keep records of all your vendors and their associated purchase orders, along with the ability to add notes for reference.
Summary data provided for order revenue, quotes, purchase orders, customers, and vendors in both statistical and chart forms.
Maintain your entire product catalog including prices, images, sizes, colors, and brands to populate orders & quotes.
Automated and manual email notifications can be configured to keep your customers aware of order status and actions needed.
Add as many users to the platform as you like at no additional charge which ensures Promosoft will scale along with your business!
Customize the look of your Promosoft instance and all email communications from the system with a logo, color scheme, and details that match the company brand.
We provide live, human support via phone, chat and email from the United States during business hours to ensure you get the answers needed.
Easily create invoices and automatically send them to your customers with the option to pay online via our merchant integration.
Allow your customers to submit approvals online by reviewing proofs and accepting or rejecting them with a simple online form.
FULL SUITE
Upgrade to unlock custom enhancements, 100GB storage, and these additional features:
Track your sales team's performance by setting goals, commission rates, and visualizing the data with helpful charts + graphs.
Minizmize pricing mistakes by defining rules to automatically calculate item prices based on the number of processes, locations, and colors.
Integrate FedEX, UPS, and/or USPS to generate printable shipping labels automatically for your orders.
For those that need more than the five (5) allotted process queues, many more can be accommodated.