Join Us for a Power Lunch

Gaining Granular Visibility with Paperless Parts’ New Line Item Management Tools

Thursday, July 25th at 12:00 PM ET
Hosted by Meg van Deventer

In order to keep turnaround times low, prevent RFQs from falling through the cracks, and prioritize high-probability or low-effort work, it’s crucial to track in-progress quotes and shift focus as needed. But historically, tracking the status of each part you’re quoting often required manually updating external systems like spreadsheets or Rolling Action Item Logs.

Paperless Parts recently introduced a set of Line Item Management features that allow you to manage the ownership of quotes and parts, track RFQ progress, and determine the next steps to get quotes out the door efficiently – all within Paperless Parts:

  • Assign estimators to quotes and line items
  • View line items in the Quotes page
  • Create personalized or group-level Saved Views to easily access the quotes, parts, and information most relevant to you

Register using the form on this page to get a live walkthrough in our next Power Lunch training session Thursday, July 25th at 12:00 PM EST / 9:00 AM PST. Be sure to come with questions for a live Q&A at the end!

Register Now