I searched for over a year to find a platform that would integrate RFQs, quotes, and manage projects using a single platform, sourceit does all this using API modules for Market, Catalog and Templates. It is easy to learn and can be launched quickly. All communications stay within the system and are secure to ensure compliance with job detail/history. The platform provides reporting functions both standard and custom. Is it the most comprehensive , no but for the cost to value it is what we needed.
Easy of use, simple setup and cloud based without requiring an IT support team to manage.
Small tweaks to manage product categories and terminology AU vs. USA but nothing that is a deal breaker.
Thanks Wayne we appreciate the feedback. Always working on the tweaks and ease of use will always be our key driver.
I utilize all modules of the software, procuring product in sourceit, business card ordering in createit and the online catalogue orderit.
The system is very easy to use, we have clients who are self users that also log on and use the system with ease and with limited training required. orderit is as simple as doing a product search and adding to the shopping cart then proceed to check out. In sorceit you can build a new product to send to market very easily or simply select a previous item to re send to market. This is a great tool.
I love the report building functionality as well, to have the ability to build and run the reports that I need so easily is extremely convenient.
Overall my satisfaction with this product is very high, simple to use yet can be as detailed as I need it to be.
Sourceit has allowed us to increase the volume of quotes our company can handle and they make navigating their system extremely easy. Finding the information you need is quick and it is presented in the same manner every time. The standardization ensures that everyone have an easy time using the software and reduces the amount of time I have to spend troubleshooting issues with other users.
Thank you for the feedback.
I use sourceit most weeks for building online templates (business cards and stuff) and ordering products through the online catalogue. The fact that it is easy to use is important to me as I am not a print expert.
Our catalogue and templates are fairly simple so implementation was quick and easy, the team who worked with us made this an easy and painfree exercise.
Customer service is pretty good as well, I have access to online videos that help remind of the process if needed and I have phone and email support as well.