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InversionPoint - Raley Procurement and Quotation

Automate the purchase-to-pay and quoting process. Manage budget approvals, generate professional PDF quotes, and track financial workflows entirely within Jira.

Step 1 of 3

Generate PDF sales quotes in a Jira ticket

Answer quote requests received by email directly in the same ticket. Generate PDF sales quote based on goods and services that your company provides and send it to customer as canned message using Raley Emails Notifications.

Benefits:

Handle quotation requests as JSM request
Generate professinonal quote PDF for your customer
Send one or multiple quotes to customer as canned messages

Step 2 of 3

Create and Approve purchase request as Jira/JSM work-item

Create Purchase Requests in JSM portal or Jira and Approve them as Orders from the convenience of Jira/JSM portal with your own custom purchasing workflow!

Benefits:

Approvals by Department, Budget, Product and Thresholds
Support for multiple currencies
Built-in management of Budgets, Suppliers and Products
Notify stakeholders about required approvals

Step 3 of 3

Dashboard Live view on spendings stats

Control spendings by status, budgets and departments. Prevent overspending and never miss a purchase request that got stuck!

Benefits:

Departments and Budgets spending charts
Total spent and breakdown by status
My purchase requests and orders view