Your customers can easily create Project Plant Lists and then modify, duplicate, share with their customers and convert a list to an order.
Your customers will be able to View, Edit and share their Project Plant Lists.
Your customers can easily modify their project plants lists as well as converting them to an order.
Your customers can share the project list as a 'Marketing List' with their customers and prospects.
Printing the list creates a PDF that can be emailed or printed to include with a written proposal. No pricing displays on the list.
Project Plant Lists
After logging in, your customers can create their own custom plant lists for their landscaping jobs, future orders, or other marketing.
Once a Project Plant List is created, they can:
- Share it with their customers via website link
- Print it for reference for themselves or their customers
- Add, edit, delete and change quantities of plant SKUs on the list
- Duplicate it for a new, similar project
- Convert it to an order
- Export it to Excel for use in their estimating and/or accounting system
When your customer is submitting an order from the Project Plant List, the system will check to ensure that all items in the order are still available. If not, the customer will be notified and they can select good substitute plants or submit the order minus the not-available plants.