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Basic Sales Order Process

This is a simple Sales Order process. It includes an order form with a table so you can enter a line for each item being purchased. It also calculates subtotals and the grand total automatically.

The form is first filled in by a salesperson, then sent to his/her manager for approval. After the manager approves, it is sent to the client for authorization. All signatures are electronic so there is no need to print, sign, scan and email.

After the form is submitted, an email is sent with a PDF of the final signed sales order.

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