This tutorial demonstrates how to send Mothernode transactions via email, and use email templates to formalized and expedite communications.
Sending Electronic Transactions for Approval
Mothernode can send transactions electronically, integrating your delivery process with Quotes, Invoices and Purchase Orders and more. Mothernode gives you an efficient way to communicate your documents and track their activity with your customers. The following tutorial demonstrates how to send electronic transactions for signing.
Electronic Transactions Status
1099 Employees and Contract Labor
It’s not uncommon for companies to hire contract labor and to have a high volume of turnover in these positions, especially as it relates to sales positions. Mothernode CRM includes special features that help its customers protect their data when granting access to contract labor employees who have a high […]
Deposit Invoices
When working with Quotes and Orders in Mothernode CRM, users have the option to issue deposit invoices to purchasers as a sales receipt for desposits. Mothernode provides the following options. Creating a Deposit Invoice Deposit invoices can be created in either quotes or orders and received in either record. If […]
Resorting Line Items
Quote Versioning
When creating quotes for customers, it’s not uncommon for refinements to be made to one or more quotes throughout the sales process. Mothernode CRM accounts for this with Quote Versioning; a process that allows you to make a new version of a quote while archiving the previous version(s). Quote Versioning […]
Quote Templates
Quote Templates give users a fast and easy way to add popular items (including sub-items) and configurations to quotes. Users can easily save Quote Templates from a quote and then re-add them later to future quotes. Users can make their templates private or available for other users to benefit from. […]
Sub-Items
Mothernode offers users a unique capability when adding line items to Quotes, Orders, and Invoices by introducing sub-items. Sub-items are basically child items to a parent product. You can have as many sub-items as you want, and together, they make up a single bundled item with one price. Line Items […]
Adding line items from Purchase Order History
Mothernode makes it easy to add line items that customers have previously ordered, by letting users add line items available in previous purchase orders. This is done via adding items using the Purchase Order History option. Adding items from Purchase Order History is a practical solution for working with customers […]