Seamlessly attach Documents to QuickBooks transactions using Method CRM and SmartVault

Method_Danny — Thu, 16 Feb 2012 16:40:00 GMT

In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions. Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks. Which transactions? Thought you’d never ask.

Estimates

Invoices

Receive Payments

Sales Orders (sorry QuickBooks Online community, no Sales Orders available yet)

So what’s the big deal with attaching documents to transactions?

Many times when you’re creating a transaction for customer, you’d like to be able to attach a document to that transaction for historic purposes. A great example of this is an estimate. If I am Mary the web designer and I send my customer a quote for how much it will cost to create their website, I want to be able to attach the scope of work to that estimate. Why? This way if they call in later on, I can see exactly what I sent them with that estimate. Better yet, if I wanted to leverage some customization experience, I could customize the stock Method portal to make that document accessible to my customer while viewing the same estimate. Yes.....I see you nodding your head. :)

Okay....now you see the benefit of attaching documents to transactions but what’s the benefit of using SmartVault with Method CRM?

Lets take this example one step further. Manish is a sales rep for Best 4 You Services, a commercial painting company. Manish sometimes works in the office but is usually on the road providing quotes to prospective customers. He uses Method CRM to track all his contacts and never touches QuickBooks. When closing his deals, each customer signs an agreement which is usually saved on his computer for that customer.

The accounting department is now complaining that they aren’t able to access to the commercial painting agreements, especially if their is a customer dispute over the amounts on the contracts. Using the new document features in Method CRM and SmartVault, Manish is able to share these agreements easily. Here’s how.....

Want to learn more?

We really wanted to get you started on the right foot when it comes to maximizing the new document features so we’ve published five new articles to our help center focused just on documents. To check them out, click here.

Want more transactions? Let us know!

Right now the document features have been added to four transaction types in Method CRM. Are there other transactions you’d like to see added to the list? If so, which are the most important that we should consider adding first.

We’re so pumped out these new document features and the long awaited integration with SmartVault. We’d love to hear your feedback so please share your thoughts using the comments on the blog.

Danny

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Seamlessly attach Documents to QuickBooks transactions using Method CRM and SmartVault