Does Core dna support quote-to-order workflows?
Yes. Buyers request quotes from an account-specific catalog, reps apply contract pricing, multi-step approval triggers over configured thresholds, and the approved quote converts to a sales order that posts to your ERP.
Yes. Customers request quotes in their portal from an account-specific catalog. Reps apply contract pricing or override with comment. Multi-step approval kicks in over configured thresholds. Customer approves in-portal, uploads a PO if required, and the quote converts to a sales order that posts to your ERP.
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