I am looking under sales trying to add a CRM user for a customer who uses Sage 300. When clicking on Sage 300, I get a form for a renewal request. ORDER FORM would be a good title to get to the ORDER FORM. At the bottom of that page it says: For all other product line quote requests, please follow current submission processes. Here there could be a link or some help finding information on what that process is.
We have revised the Order & Quote Requests page - it now has all price lists/order forms as well a way to get additional help if needed. Thanks for your feedback!
Thank you so much for your feedback! We have recently changed the Order & Quote Requests page to link directly to the page on the Partner Portal. We are also currently researching some options to improve this process and will report back soon with our findings. Stay tuned for more and keep the feedback coming. Thanks!