Key Items:
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Additional flexibility when capturing contract signatures
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Customers without Grower Portal access can now e-sign contracts from the Sales Hub by using a seller’s device.
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If a partner only has Sales Hub, or for customers who don't yet have access to their own portal, customers will now be able to e-sign on a sales person's device (i.e. can draw their own signature on the sellers’ device via Sales Hub). This works for any contract that needs a signature (agronomy, energy, grain contracts).
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Be sure to reach out to your Partnership Manager to turn this on.
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Easily turn quotes into paid orders
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When growers receive a quote, they've got the option to place an order directly from that quote. We're adding the option to pay now (via ACH or credit card) in addition to the existing option to pay by invoice.
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How it works:
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Grower receives a quote and opens via Grower Portal
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Selects Order Products > Pay Now > Continue to Payment
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Other Details:
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Easily reconcile unknown products when placing orders from agronomy plans [Partners with Agronomy Business Unit, Agrian plans]
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Partners who use Agrian for agronomic planning with their growers often have to deal with a list of products from Agrian as well as a list of products from any ERP the partner is working with. When the names and IDs from those two respective sources don't match, the result displays in the portal as “unknown product”.
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With this update, products that come in as “unknown” can be manually matched / reconciled as a 1-off (we won't save or remember this matching).
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Update to Budget Billing payment logic [Partners with Energy Business Unit, Agvance partners]
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The payment month that displays when making budget payments is now configurable, this can be set to be either the month of the invoice date or the month of the due date on the memo invoice.
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In addition, the payment month will now be more visible to customers making budget payments.
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Reach out to your Partnership Manager to change how this is configured for your customers.
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Include delivery start and end dates in cash bids for Barchart customers [Partners with Barchart]
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Instead of only displaying the delivery month, we're going to pull in the delivery start and end dates from the Barchart integration, allowing growers to have better insight into how long they have to deliver grain.
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Better understand which growers are interacting with marketing materials
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When partners export reports on marketing campaigns, we're now going to surface an "Account Status" column on that export.
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When downloading a recipient report, account status indicates whether or not a c has an activated Grower Portal account.
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This will help partners:
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Understand if customers who haven't confirmed their Grower Portal account are active
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Understand who are engaging with marketing materials
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Conduct better and more targeted follow-up (especially immediately after Grower Portal rollout).
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Update sort of Scale Tickets on Grain Contract > Delivery Sheet
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When looking at delivery sheets, scale tickets have historically been sorted in random order. Going forward, they'll be sorted automatically by ticket number.
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If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.