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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.

Orders with Presentation and Project WorkflowStart a Presentation Edit Product Information Share Presentation with Customer How a Client Submits a Quote Request Purchase Orders Convert Quote to Order How a Client Approves a Quote Process a Customer Requested Quote Create an Invoice Share Invoice with Customer Record Payment Close Project

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.

Standalone Quote Linked to Project WorkflowCreate a Standalone Quote Add Products to the Quote Edit Product Information for an Order Document Link a Standalone Order Document to a Project Purchase Orders Convert Quote to Order How a Client Approves a Quote Send the Quote to the Customer Create an Invoice Share Invoice Record Payment Close a Project

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.

One important aspect to keep in mind is that standalone order documents can be downloaded and sent to the customer as an email attachment. If you would like to share an order document with your customer via the Client Portal, you will need to link it to a Project.

Standalone Quote with No Project WorkflowCreate Standalone Quote Add Products to Quote Configure a Product for a Quote Edit Product Information for an Order Document Send Standalone Quote to Customer Convert Standalone Quote to Order Purchase Order(s) for Standalone Order Generate an Invoice from a Standalone Order Record Payment

Keywords: workflow, order workflow, order process, ordering process