FEATURES
All of our plans include the following features along with unlimited users 50GB storage, shipping labels, sales reporting, and human support.
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.
Paying sales rep commissions without a spreadsheet
The four decisions behind every commission dispute, why spreadsheets stop working, and what changes when reps can see their own numbers.
Getting art approvals in writing, not in an inbox
Why email approvals fail when a job goes wrong, and what a recorded proof approval gives you instead: a named approver, a timestamp, on the order.
Pricing decorated apparel jobs consistently
Why the same job gets quoted three different ways, and how pricing rules for quantity, colours, locations and method fix it without removing discounts.
Integrate FedEX, UPS, and/or USPS to generate printable shipping labels automatically for your orders.
I did 149 invoices TODAY!! Without the QuickBooks integration, I would have been here until doomsday copy and pasting
We are all hands on deck with production since the PromoSoft integration, and appreciate the customizations. THANK YOU!
We could not haved scaled without the PromoSoft system, it has been absolutely essential to our growth.