To maintain the integrity and continuity of our workflow, it is crucial to address the issue of documents saved in the PSQ not transferring to SVL when a quote is won and a work order is created. This gap in the document transfer process can lead to several challenges that impact our efficiency and service quality.
Travis Satur
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
addressing the issue of documents not transferring from PSQ to SVL is essential for maintaining an efficient and accurate workflow. By implementing a solution to automate this process, we can achieve significant improvements in efficiency, accuracy, collaboration, and customer satisfaction. |
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