
Features
Process Visibility & Insights
Transparent Processes
Full deal visibility enables tracking user productivity and accuracy by location, salesperson, step, and date—helping management identify and address outliers.
Dashboard & Reports
Management can quickly access processing data to spot bottlenecks and make changes that boost efficiency across departments.
Structured and Consistent Practices
Whether you are one location or 30 locations, Sales Workflow provides a consistent “after the sale” process. Each department has their own set of “To-Do’s”, that collectively completes their part that is necessary to put sold products into your customer’s hands.
Quick Search
Searching for archived sales deals and attached documents is fast and easy. Sales Workflow eliminates digging through paperwork that consumes valuable time.
Features
Cross-Team Coordination
Accountability & Improved Teamwork
Improved interdepartmental communication and time-stamped deal tracking ensure accountability at every stage of the sale.
Communication Hub
No need to transfer documents between locations or offices – Sales Workflow provides one hub for all sales documentation electronically.
Features
Streamlined Sales Operations
Increased Productivity
Eliminate redundant data entry. Sales Workflow forms are auto populated with many fields from JDQuote2 thus increasing the speed of each department. Which then causes a chain reaction of sending the deal information to other departments in Sales Workflow almost instantaneously. Returning forms for corrections is just as fast.
Expedite Sales
With an internet connection and Sales Workflow your sales team can complete the sale and finalize forms out in the field. This gives your sales force more time to be face to face with their customers resulting in increased sales.

Workflow provides our organization a superior level of visibility, accountability and standardization of sales transactions. It allows our leadership team to know where deals are in the sales, fulfillment and settlement process. It also gives us the ability to quickly address issues with the entire team (sales, parts, service and accounting) while using the same platform. In an age of declining service, however, the Sedona team truly shines. They have consistently delivered world class support with absolute promptness and professionalism to our organization and I could not recommend Workflow or the Sedona team more.
Dan Mueller
Ag Sales Manager, Atlantic Tractor
Interested in learning more?
Streamlined Document Management Process
01
Step 1: Document Capture
Easily scan and upload your documents into our system, ensuring a quick and efficient start to your document management journey.
02
Step 2: Organization
Organize your files with customizable folders and tags, making it simple to locate and manage your documents whenever you need them.
03
Step 3: Integration with EQUIP
Seamlessly integrate with EQUIP to enhance your workflow, allowing for smooth data transfer and improved operational efficiency.
What Our Clients Say
"Performa Enterprise has helped our business by making it easier to access and view our EQUIP invoices and prior A/R statements. It saves us a lot of time because it's now an automated process."
George Ortiz, Thomason Tractor
Frequently Asked Questions
What is document archiving?
Document archiving is the process of storing documents in a secure, organized manner for long-term retention. It allows businesses to efficiently manage their files, ensuring easy access and compliance with regulations.Read MoreHow does Performa Enterprise ensure document security?
We prioritize the security of your documents through advanced encryption methods, secure access controls, and regular audits. Our systems are designed to protect your sensitive information from unauthorized access.Discover MoreCan I access my archived documents anytime?
Yes! Our electronic file archiving services allow you to access your documents anytime, anywhere. With our user-friendly interface, you can quickly search and retrieve files as needed.Find Out MoreWhat types of documents can be archived?
We can archive a wide range of documents, including financial records, contracts, emails, and more. Our services are tailored to meet the specific needs of your business.Learn MoreHow does the integration with EQUIP work?
Our document management system seamlessly integrates with EQUIP, allowing for streamlined workflows and efficient document handling. This integration enhances your overall productivity and simplifies your processes.Explore Integration
Schedule a Demo
If you have any questions or would like more information about our services, please fill out the form below. Our team at Sales Workflow is ready to assist you!
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