Offers

The offer module allows the creation and electronic registration of offers to customers. It is possible to create groups of offers according to needs and display various statistics (by year, success rate, etc.).

Available in languages:
CZ

What you can use the menu module for


  • Creation of different types of offer forms according to the needs of the company.
  • Possibility of recording internal notes/attachments.
  • Connection to related documents - possibility to create an inquiry or order received from the created offer.
  • Connection to the contracts module (selection from registered contracts).
  • Connection with CRM module - customer data recording.
  • Possibility to enter individual discounts for a selected customer.
  • Summary statistics on the success of submitted bids.
  • Search for offers according to different criteria - date, company, etc.