Customize Proposal Designs, Get Online Order Approvals, & Sync Outlook Emails to Syncore 

Have you ever thought: “Why is it taking us forever to get an order from approved to PO submitted to paid?” 

You’re not alone.  

When we asked distributors, 91% of them said disconnected systems were slowing down operations significantly, especially for their customer service reps. So much so that order processing became the main bottleneck in taking on more orders and growing profitably.  

What seem to be minor details on the order end up getting lost in translation… and when you’re chasing those down, your ability to scale stalls. 

That’s why we release quarterly updates in Syncore that help promo distributors scale – from pitch to pay.  

Here’s a look at what’s new. 

Convert Proposals faster – and make sure they represent your brand well 

In a world where AI can easily craft the same generic presentation for all your competitors, getting your brand to stand out, remain professional, and offer a buying experience that’s fast and easy has never been more important.  

Syncore Proposal design is now fully customizable, from easy dropdown menus to custom CSS.  

For an easy experience when setting up your Proposal design, you can choose colors, fonts, spacing, and layouts from intuitive dropdown menus to match your brand styles. For those who want to customize the design even further, CSS editing is also available.  

After you’ve sent the branded Proposal to your clients, they can leave comments and select colors, sizes, and quantities directly within the Proposal. When they’re ready to move forward, those selections carry into the Quote and then the Sales Order – no back and forth on the details, and no re-entry required. 

“The way Syncore Proposals easily convert to Quotes, and then orders, allows us to bring process to our business that we didn’t have before,” said Sam Riden, CEO at The Specialty Company (TSC). 

It’s a clean, quick experience on both sides, and it keeps data accurate as orders move through the pipeline. 

Get Faster Responses with Online Approvals for Order Acknowledgments  

What’s worse than an order that was approved without a paper trail?  
An order that took 20 emails and 6 phone calls to approve. 

(Promo humor, eh 😉?)  

We want to make sure your client knows what they’re approving, but in a way that doesn’t require them to study 100 emails (from you). That’s why distributors now have access to Online Approvals for Sales Orders, Order Acknowledgements, & Invoices with artwork attachments where needed. Clients get a link, review the acknowledgement and any attached proofs, and can approve, request edits, or leave comments – without any back-and-forth over email.  

And this is one of those moments where the details matter. So whether approved as-is or with changes requested, Approval responses are automatically tracked in the Job Log – where order communications are centralized for all teams. 

Sync Client Emails & Data with the Outlook Integration 

Toggling between your inbox and your order management system to reference orders and important client notes is so time-consuming. 

The Outlook Email integration shows contact data, scheduled Follow-Ups, and notes from the Communication Log directly in your Outlook window. Sales and service teams get the full picture and respond faster – without switching tabs. 

Every email is automatically logged to the client’s record in Syncore – no manual entry, no missing context. And in the case of an incoming email addressed from someone Syncore doesn’t recognize, there’s a prompt to create a new prospect on the spot – so no opportunities slip through the cracks.  

More Updates for Operations & Finance Teams 

This release also includes a range of updates across order processing and finance. We rolled out a new ePO Activity & Outcomes Report that helps operations leaders spot ePO trends – so they can get orders turned around faster. And since Syncore has built-in finance, we’ve introduced UX updates that improve the distributor and end client experience on the AR side.  

Every update in this release helps your team move faster, together – so you can focus on growing your business profitably without system-wide slowdowns.  

Learn more about Facilisgroup’s 360 Promo Platform, Syncore.