PorterSoft Solutions... Manage Your Entire Business With a Simple Click | PorterSoft Solutions
  • Down arrow Features
    Virtual Office
    Accounting
    Purchasing
    Sales
    Inventory
    Employee Time
    Setup
    Go Mobile...
    Merchant Services
    Build My Application
    Full Feature List...
  • Down arrow Support
    FAQs
    Contact Us
  • Pricing
  • Down arrow Sign Up
    Customers
    Earn a Residual 10% or more...
  • Terms
lock Customer Login
Questions?
Email Us Now
Faded line
Free 30 Day Trial. No Commitment or Payment Information Required. Signup and Login within Minutes.

Sales

Right arrow Quotes
  • Quotes
  • Right arrow Sales Orders
  • Sales Orders
  • Sales Orders Processing
  • Ship Ticket Posting
  • Confirm Shipping Tickets
  • Right arrow Customer Contracts
  • Create / View Customer Contract
  • Right arrow Printing & Reports
  • Reporting Features
  • H line

    Create / View Customer Contract

    Create Customer Contract

    Keep track of your customer contracts and be notified prior to expiration. Update contract products / services all from one screen.  Allow access to contract.  Send direct to customer if option set. Upload supporting documents.  Set number of days to be notified prior to expiration.


    Faded line

    Add Products To Contract



    Faded line

    Add Services To Contract



    Faded line

    Contract Access / Alerts

    Set who has access to contract as well as when notification should go out prior to expiring.  Once in expiring status, item becomes high priority and shows on high priority task bar.


    Faded line

    Threshold Alerts

    Set threshold alerts and monitor how your contracts are doing.  Be notified via email and/or text message when sales fall under or are above a threshold amount.  Cash or accrual targeting.  Attach detailed transaction report.


    Faded line

    Graph Analysis View

    Generate and analyze within seconds how your contracts are doing over a period of time.  Multiple tracking types.  Add a target series for comparison of actual vs target.  Filter specific products or services within contract for further detailed analysis.


    Faded line

    Data Analysis View

    Switch to data view for target vs actual differences.


    Faded line

    Contract Printout



    Faded line

    View All Accessible Contracts



    Faded line

    Editing Contract

    Once contract is created all item / service pricing can be editing at once.


    Faded line


    If you have any questions about the software that we offer, please contact our team today!
    We can't wait to answer any questions that you may have.



    Please be patient... Your company is being created...
    Loading

    Signup for a 30 day trial.
    All fields required. After entering all information click "Free Trial". You will receive a activation email to activate your account.

    Selected Options

    Close Window | Edit Options | Clear Options



    SSL

    website security
    Features
    Virtual Office
    Accounting
    Purchasing
    Sales
    Inventory
    Employee Time
    Setup
    Go Mobile...
    Merchant Services
    Build My Application
    Full Feature List...
    Support
    FAQs
    Contact Us
    Pricing
    Signup
    Customers
    Earn a Residual...
    Terms
    Home
    cc
    ach Facebook
    Twitter LinkedIn
    Google+

    PorterSoft Solutions © 2017
    [email protected]
    Direct: 864.556.6962