Configure & Manage Your Sales Process in BizTRAQ
Build your entire Sales Process in BizTRAQ. Configure the Sales Module with custom fields, custom forms, workflows, external sharing of items and documents, create tickets, tasks and send sales opportunities for reviews and approvals.
Associate your Sales opportunities with Contracts and manage all contacts and communication with opportunity.
Associate your Sales opportunities with Contracts and manage all contacts and communication with opportunity.
- Workflows
- Custom Fields
- Custom Forms
- External File sharing (anonymous and secured)
- PDF editing, PDF signatures, PDF forms
- Contact Management and associations
- Date and Time stamped notes
- Tickets, Tasks and Reviews (approvals)
- Contract Management and Associations with Sales
- Complete Document Management
- Granular Access Control
- Notifications (calendar based and email)
- Build & Generate reports using the power pivot in excel
