Generate PDF sales quotes in a Jira ticket

1) Customer sends a quote request to an email.

2) Your JSM is creating a support ticket from it

3) The sales team is creating a quote in the same ticket with Raley Procurement and Quotation app 

4) Optionally, the quotation can undergo approvals with senior team member(s),

5) The salesperson will generate a PDF from it

6) Send it to customer with Raley Emails Notifications canned message

Create and Approve purchase request as Jira task!

Create Purchase Requests in JSM portal and Approve them as Orders from the convenience of your Jira screen with your own custom purchasing workflow!

We support approving of request by Product, Budget, Department and Tier. Personal approval tiers are available as well as support for creating purchase request in different currencies

Live reports on quotes and spendings

Track your sales quotes progress and customer value via Sales Quotes reports.

See accurate and up-to-date data about your expenses based on the status of specific Purchase Orders Jira tickets.