Workflow for making proposal by Erwin Müller
It was a project of our partner Axon Ivy AG. With this workflow, the customer wanted to shorten the throughput times for processing standard offers and above all, replace the multiple work in different systems and work in paper form. This was achieved with a web-based workflow, which allows an easy entry and creation of offers. At the same time, the data from different systems (ERP, CRM, project management) are made available and vice versa, the workflow stores many data and documents in the databases of the systems. In addition to the offers, order confirmations and invoices are also generated in the system and sent by the system directly to customers.