Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Proposal Development: HotSpot has a team of Sales Development Reps, Sales Enablement Specialists and Technical Operations who consistently work together to analyze requirements and determine the most optimal solution for clients. We conduct an internal review of the client’s product request, address each functional and technical requirement, and develop a thorough proposal, allowing the client to make the decision that best suits their needs. Additionally, through our outbound sales process, Sales Associates will reach out to clients to determine if there is interest in a proposal or invoice based on their business needs. Ordering: HotSpot’s Sales Associates are responsible for handling the ordering process. Clients reach out to a Sales Lead to obtain a quote on products. The Sales Lead will then prepare the quote and await the client’s approval which is then passed to our Operations Team through use of a Project Delivery Plan. This plan outlines the specific products and services to be provided, as well as the respective responsibilities of the project team in both HotSpot and from the client's end. The PDP is then shared with the client, who is expected to review and sign-off on the document. This process provides HotSpot and the client with documented timelines, granular functionality of the system, and expectations leading to a successful launch. The Project Delivery Plan include: - Project scope of work - Product Descriptions - Required integrations and 3rd party contacts (if needed) - Software & Hardware Deliverable - Onboarding breakdown, costs, permit types, merchant fees, etc. (Supplementary documentation to gather this information is also provided) - Data Migration specifications, if any - Task Table for both the Contractor and Client - Timeline on Tasks, and toward Launch Date Invoicing: HotSpot will invoice for all one-time fees immediately upon signing (this includes Onboarding Costs, Hardware and Signage). Annual Recurring fees will also be billed following acceptance of quote by contract signing, at terms agreed to by the agency HotSpot will continue to invoice recurring Annual Fees upon the yearly signing date. HotSpot will remit all provider parking revenue to a provider associated with their use of the parking payment services for parking each month on a 30-day delay by direct deposit to the client. Once a threshold is reached, of digital revenues passing through th...
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Our typical implementation takes 30 to 45 days, depending on complexity and program requirements. Equalis Group’s timely and accurate exchange of information regarding your ordering and invoicing infrastructure and program requirements will help ensure a timely and flawless implementation. Information we’ll require from you includes: ▪ Equalis Group’s unique program needs and requirements ▪ Ship-to and bill-to locations ▪ Product usage history ▪ Product assortment ▪ Information on ordering systems and practices 3.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Allseating is able to accept orders directly from the client or via one of our authorized dealer partners. Orders may be received via fax, email or automatically generated via sif file through the Dealer's or client's automated system. At present we manage several supplier ordering portals for example: GSA Advantage, Alabamabuys, SAP Ariba, TIPS, NJStart and Xxxxxxx Design Vendornet. An email is received at xxxxxx@xxxxxxxxxx.xxx to notify of the PO with a link to log in. We log into the secured site to retrieve and downloaded the PO. Once downloaded the PO will be recorded as received on our end. If an upload, download or edit of information is required, this can be done from the vendor site. Also if required we will create & print UCC shipping labels through the client's site. If a SIF or XML file is provided, PO processing would be fast-tracked through our order entry processing application, as the details and configuration is within the file. Another avenue is Core Business Systems - Dealers are able to directly EDI with us by utilizing web services for Purchase Orders. Dealers are provided with credentials to utilize the service. These orders come via XML files and are automatically connected to our PO processing application for quick entry. We also receive POs through Google Sheets which is managed by the dealer and linked directly to our PO processing application. For an order to be accepted via a dealer, the dealer must be an open/authorized Allseating dealer and have gone through our credit process and be in good credit standing with us. Where orders are submitted via authorized dealer , the dealer will ensure, with the client, accuracy of product configuration and pricing. The dealer will submit a PO to Allseating indicating product code for product being ordered, finish details, pricing, delivery location, any specific delivery timelines that must be adhered to, any specific shipping requirements and the contract # will be noted on the PO. Once received by our order entry team, the order will be verified again, against the contract to ensure accurate pricing and product configurations are on the order. Where an order is being submitted directly from the client to Allseating, the Allseating sales representative and customer service representative will be responsible for ensuring accuracy of the PO. When a PO is received into our "AlI- in" automated system it is directed to o...
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. A Proposal Development – we have over Learning Environments 26 Strategic and Quote Specialists who work with our sales representatives and customers directly on their furniture proposal requests. Requests can be submitted via telephone, online, email, fax, or via our local Sales Representatives. They are routed to the appropriate team member that are aligned geographically by state. When quoting from the Equalis contract, the Specialists will have at their disposal via our system the rules of the agreement and how to price from it. Once the quotes are completed, the team will send back to the Members. Our goal is to complete non- installation required quotes within the same day of receipt if in- house by 2:00 EST or if installation services are needed, 24 – 48 hours after receipt of the requests. B. Orders – orders can be placed via 5 ways (Online via their specific accounts, Phone into our Service Centers between the hours of 7:00 – 5:00 CST, Email, Fax, or through their local School Specialty Sales representatives). We can accept orders with or without purchase orders depending upon the school districts ordering rules. Our goal is to enter orders the same day received if requested via non-online services.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Proposal & Quoting Development: We using a distribution quoting system that is used by many dealers around North America. This system enables us to quickly specify, quote, and edit quotes/proposals with our authorized dealers nearly in real-time. Once we receive an accepted quote from a dealer, we process their purchase orders and then reply with an order acknowledgement with a ship date. Once the product is shipped, the customer /dealer is invoiced by us with agreed upon payment terms.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Foliot Furniture embraces a company-wide commitment to support customers for projects both large and small. A dedicated team offers the following unique services to every customer: A devoted District Manager available to visit and advise customers in order to ensure complete satisfaction. An Account Manager fully committed to servicing the customer’s furniture requirements and to help coordinate every step of the process. We provide one of the strongest customer service teams in the business. Meticulous designs, quality materials and computer- controlled production that ensure impeccably-assembled and long-lasting items. An in-house drawing team available to provide 3D renderings to assist customers in their furniture planning and selection. Continuous on-site supervision by our trained Installation Specialists throughout the installation process. A meticulous follow-up program with the client following the initial furniture installation. Our Account Manager will coordinate the invoice process with our accounting department agents.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. A detailed description of our client experience can be found in the included presentation. Our process consists of four distinct stages: Path to Partnership, Design, Launch, and Long-term Partnership. Over the last two years, we have carefully evaluated every step of our internal and external processes to ensure our clients receive the best possible experience with us across the board.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Orders are received and processed (typically within the same day), then entered into the fulfillment schedule. Once shipped, invoices are generated to the agent or contractor making the purchase, typically under net 30 terms.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Members can request quotes online, via phone or with one of our field sales representatives. We accept P-cards, ClassWallet funds and purchase orders from qualified entities. Invoices are generated when the items ship, and terms are net 30 days.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. ParkHub's proposal development process involves gathering requirements from the client, followed by the creation of a detailed proposal outlining the scope of work, deliverables, timelines, and pricing. Upon acceptance of the proposal, orders are processed through our dedicated sales team, who liaise with the client to ensure smooth execution. Invoices are generated promptly upon completion of deliverables or as per the agreed payment terms. Our finance team ensures accuracy and timeliness in invoice processing, with payment options available via various methods to accommodate client preferences.
