New this week in Rotabull: Invoicing, More Notifications, and Selective ERP Sync.
After big improvements last month, including Pentagon 2000 support, bulk follow-ups, and smarter alternate part number handling, here are some new things in Rotabull:
Here is a little more info on each of these:
You already entered all the customer and part number information into your quote. Why type it again? You can choose to finish the deal with less data entry by creating an invoice directly from a quote.
Don't have your browser open all the time? No problem. You can opt to be notified when a deal is assigned to you.
We're big fans of recording as much sales data as possible in your ERP. At the same time, we understand occasionally there are deals that you don't need or want to record. You can now select whether to sync a deal to your ERP on a deal-by-deal basis. It's as easy as flipping a switch.
Stay healthy and happy quoting!