Page 3

Process library

Quotation management process

The quotation management process allows you to manage easily the quotation requests of your clients and/or external collaborators. Save time thanks to the sending mail automation and the creation of public forms. Let your interlocutor chose whether to accept or refuse the quotation with one clic.

Project Managment

Ticketing process

The ticketing process allows a collaborator to require an action from an internal service, whatever it is (IT department, human resources, accounting...) The dashboard allows you at a glance to know all tasks you have to do. Save time by automating notification emails to you collaborators.

Project Managment

Tasks management process

The tasks management process allows you to oversee all actions you have to do or in progress. Automate the sending of notification emails.

Accounting

Expense account process

The expense account process allows your internal collaborators to ask for a refund from the accounting department. Save time sending automated emails to your collaborators to confirm the treatment of their file. Oversee all your expense accounts by centralizing contents.