ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY

David Cromer

We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process:

1. Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the customer will submit a Request for Pricing for a product we sell - ideally via a Form that submits data back to our Sheet. This is for a customer group with many locations. The quote requests / and subsequent orders will live on one sheet for all customers in that group.
2. Via Smartsheet, but as an attachment, we will send a Quote as an attachment - this is a document from our separate Quoting software.
3. Customer receives, reviews and sends approval back to the Smartsheet for us to order. We'll need a notification (which I know how to do)
4. We then place the order and track it via smartsheet. Customer wants to have the ability to review the tracking status / order status at their convenience. I'm thinking Dashboard.

Other than pushing the form out, receiving the info back from the customer, all via smartsheet, is there possibly a better way?

Thanks in advance,

Dave

412-557-2029

Andrée Starå

Hi @David Cromer

I hope you're well and safe!

Do you have access to Dynamic View or WorkApps?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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David Cromer

I have access to both the Dynamic View and WorkApps, but I haven't used either yet. Can you explain further?

David Cromer

@Andrée Starå I worked out a solution utilizing a Dashboard with a combination of Sheets / Reports with dynamic views. It's in beta testing now but am pleased so far. I appreciate the feedback you gave.

Dave

Andrée Starå

@David Cromer

Excellent!

You're more than welcome!

I missed your answer, but I'm glad you have a solution working.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!