Proton

How to use Cross Reference to map competitor or customer SKUs to your product catalog, review matches, and approve in bulk.

Cross Reference

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Everything you need to know about Proton's Quote & Order Entry Automation module — from setup and configuration to creating quotes, submitting orders, and automating capture from emails, PDFs, and spreadsheets.

Using Quote & Order Entry

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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