How would you like to create your order?
Create a Presentation/Project and Allow the Customer to Submit a Quote Request
The workflow below is the recommended best practice for completing the order process utilizing a presentation and project which enables you to send information to the customer via the Client Portal. In the Client Portal, the customer can view the presentation as well as quotes, order acknowledgements, invoices, and proofs.
Create a Quote without a Presentation and then Assign to Project and Send Quote via the Client Portal
The workflow below is the recommended best practice for completing the order process utilizing a presentation and project which enables you to send information to the customer via the Client Portal. In the Client Portal, the customer can view the presentation as well as quotes, order acknowledgements, invoices, and proofs.
Create Order Documentation without a Project or Presentation
The workflow below is the recommended best practice for completing the order process utilizing standalone documentation, which enables you to create, generate, and manage order information independently from a project.
If you would like to share a standalone order document with your customer via the Client Portal, you can use the Send to Customer button. You can also link it to a Project. Standalone order documents can be downloaded and sent to the customer as an email attachment.