Order Forms: Optimize your Client Portal – Automate your Workflows
Nov 6th, 2019 @ 5PM-6PM CET
What you can learn in this webinar
Order forms are a powerful tool in Wordbee. They enable project managers to work more efficiently by automating workflows. Also they allow for a client portal that provides instant quotes and shifts the responsibility for the project setup from the project manager to the client.
In this webinar you will learn how to set up an order form with different workflows. The steps include: Set-up a New Order Form, Create Workflow Templates, Create Resource & Supplier Groups, Show the Order Form from Client/PM view. In the end we will give an outlook to possible (preset) workflows.
Your presenter: Maik Mehlhose, Wordbee Sales Manager