Patio

Patio is the hub for your business operations.

Gather your company's business information and context to respond to, make decisions about, and move forward with every transaction, wherever you are.

From your mobile device, you can:

• See what needs your attention and what's awaiting your approval.

• Access Patio for your transactions, clients, and metrics.

• Track the status of quotes, opportunities, and tasks.

• Review sales, invoicing, and business metrics.

• Open quotes with their context, items, and totals.

• Maintain agreements, documents, and responsible parties associated with each transaction.

Patio supports B2B sales teams working with price lists, margins, discounts, terms, and approval workflows. It adapts to your business rules and can connect with your existing systems to keep your information organized and readily available.

The app requires an active Patio account.