Tutorial session open to both our existing and potential users who want to find out more about how to use features in integrate

In this session we will cover;

integrateCRM module

Quote Cover Page

This allows companies to brand their quote documents. The cover page is a “Blank canvas” allowing customers to create their own cover page with images to help them stand out from the crowd. We have also added more switches to allow customers to decide what information is displayed on their quotes.

integrateCORE module

Xero integration

At a click of a button you can now use integrate to create invoices for customer orders. This integration populates the figures directly into Xero invoices. This reduces administration time transferring information between systems, but also prevents any potential mistakes.

Creating new quotes from existing

Particularly useful for tenders where customers are frequently asked for the same quote for multiple companies. integrate now helps users by allowing them to import all items and drawings from another lead saving lots of time with quotes that can have many items.

Order and Manufacturing Drawing Comparison Tool

Details often change at the pre-production stage. Order drawings are updated to final manufacturing details. Now integrate has a comparison tool to highlight changes made by survey compared with the item sold. This will highlight both specification changes and price changes. Making checking details easier but also highlighting changes that have added cost to manufacture.