Order Management

End-to-end order management from initial quote through to fulfillment. Manage customer details, sales reps, fulfilment type, artwork, proofs, invoices, payments and more!

Customer Management

Maintain detailed records of all customer quotes, orders, invoices, payments along with adding notes to ensure exceptional service.

Process Queues

Orders flow automatically to the pre-defined Sourcing, Production, and Finishing queues to ensure no process step gets overlooked.

Purchase Orders

Generate and send purchase orders to your vendors, including any artwork/media they may need to help fulfill.

Quote Management

Provide customers with sample pricing that can easily be converted to an order if they click the 'Approve' button.

Roles & Permissions

Define the various user roles and the access levels they have to limit/expand their visibility of company data.

Vendor Management

Keep records of all your vendors and their associated purchase orders, along with the ability to add notes for reference.

Reporting

Summary data provided for order revenue, quotes, purchase orders, customers, and vendors in both statistical and chart forms.

Item Management

Maintain your entire product catalog including prices, images, sizes, colors, and brands to populate orders & quotes.

Notifications

Automated and manual email notifications can be configured to keep your customers aware of order status and actions needed.

Unlimited Users

Add as many users to the platform as you like at no additional charge which ensures Promosoft will scale along with your business!

Branded Theme

Customize the look of your Promosoft instance and all email communications from the system with a logo, color scheme, and details that match the company brand.

Human Support

We provide live, human support via phone, chat and email from the United States during business hours to ensure you get the answers needed.