Sign in
Get into the admin, and what staff can see.
Requests
Every form on the site goes into one queue.
Quotes
Price a request and send it to the buyer.
Reports
Add a report to the catalog and publish it.
Invoices
Bill a buyer, and record the payment.
Organizations and people
Buyer companies, their people, and your staff.
How the platform fits together
1
Someone sends a form
The form can be a request, a quote request, a waiting-list sign-up or a contact message. It goes into Requests, and you get an email.
2
You answer it
Write to them, or send a quote. When they accept, their company becomes an organization with an account.
3
You deliver
Send files from the request, or give the organization access to a report. Every copy shows the reader’s name. See Deliveries.
4
You get paid
Buyers pay for catalog reports by card. For everything else, raise an invoice.