Direct Link for Easy Order Placement or Upgrades requests as Auto Quote

adekkpl

I have a list of clients who have previously purchased our application, and I'm considering sending them an email about the opportunity for a paid upgrade. In the email, I'd like to include a direct link to an external webpage where they can input their details, mainly their tax ID number, to place an order. These orders would then appear in our system as "quotes."

From my end, I'd be able to see who has made an order and immediately categorize them as either a new client or add the order to their existing account based on their tax ID number. I believe this would streamline the process of managing upgrades and any client-specific projects. It also allows clients to actively request updates or new features they want.

Do you think this is a good idea, and could it potentially be integrated into ITFlows in the future?

johnny

that sounds like a plan to me as well. Maybe something that can be accomplished with the API and a custom script. We dont have write capability to the Invoice or Quote system via API yet but will be coming and this is perfect example on how to take advantage of it.

wrongecho

This is something the API would be great for, but I don't think it yet covers quotes/invoices.

As a workaround, you could create a form that emails your support desk email so the details are raised as a ticket - little more manual admin work though.