Truck Sales Process Template

Janette · 04/15/21

Hello,

I work for a heavy duty truck sales company and we'd like to implement a system that will allow us to track what trucks we've ordered, what their current status is, what trucks have been purchased by customers and ideally send out documents that customers need to sign and return to us; all through an automated smartsheet. Has anyone developed this kind of system?

Thank you.

Andrée Starå · 04/15/21

Hi @Janette

I hope you're well and safe!

Have you looked at the templates available in the Solution Center?

For signing, you could use the new fantastic DocuSign integration.

Here's one example.

https://www.smartsheet.com/marketplace/templates/simple-sales-pipeline

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Truck Sales Process Template

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