Slovak
Hungarian
Polish
German
SpanishOffers
The offer module allows the creation and electronic registration of offers for customers. It is possible to create groups of offers as required and display various statistics (by year, success rate, etc.). Possibility to send an e-mail request by the customer directly to the offer module or to agree the offer by the customer online.
Create numbered offers with custom numbering series organized by division. Each offer includes a name, validity date, currency, and links to a CRM customer and a specific order. The system tracks validity and clearly marks active and expired offers.
Add items from the product catalog, warehouse, or manually. The system automatically calculates prices, percentage discounts, and VAT for each item and totals. Bulk price adjustments by percentage save time when updating price lists.
Generate a professional PDF offer in English, Czech, or other languages with a single click. Send the PDF with your company logo directly from the system to the customer's email. The system records whether the offer has been sent.
The customer receives an email with the offer and can approve or reject it directly online. The signature is drawn with a mouse or finger on a touchscreen. The entire confirmation process is recorded, including date, IP address, and signature.
For complex projects, use the Budgets tab to create hierarchical item groups with a percentage profit markup. Export the complete budget to Excel for sharing with colleagues or customers.
What you can use the Offers module for
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Organizing Offers into Divisions
Set up separate divisions or cost centers with their own numbering series, supplier details, logos, and PDF templates. Each division has its own user list and access rights.
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Automatic Email Inquiry Reception
Set an email address for a division and the system will automatically create an offer from each received inquiry. The email subject becomes the offer name, the body is saved as a note, and attachments are linked to the offer.
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Convert Offer to Order with One Click
Convert an approved offer to a received order or inquiry with a single button. All items, customer data, and details are automatically copied. The offer is marked as successful in the overview.
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Offer Success Rate Statistics
Track offer counts, successful conversions, and total volumes by year. Statistics help you evaluate sales performance and optimize your pricing strategy.
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Offer Copying and Text Templates
Copy an existing offer for similar jobs and save time. Set default texts above and below line items that are automatically pre-filled in every new offer.
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Notes History and Communication Log
Record all customer communication in the Notes tab. Attach files to each note and keep a complete history of negotiations in one place.
Integration with Other Modules
The Offers module works closely with other parts of eIntranet, ensuring a smooth business process from the first inquiry through to invoicing.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/58/offers
Win More Business with Clear Offer Management
The Offers module in eIntranet delivers professional sales offer management — from the first customer contact through to the signed contract. Save time with automatic calculations, PDF export, and online approval. Track your sales team's performance and receive inquiries directly into the system.
Offers – creating and electronically tracking offers allows you to quickly prepare professional PDF offers, deliver them immediately to customers, and monitor their success in real time. The module is designed to simplify the entire sales cycle from creation to closing.
- Fast offer creation – templates and automatic price calculations save you an average of 30 % of document preparation time.
- Offer groups – organize offers by product, region or seasonal campaigns and gain clear statistics on conversion rates.
- Email integration – receive requests directly into the module from email, eliminating manual data entry and reducing error risk.
- Online approval – customers can approve an offer using a secure link; your billing system updates automatically.
- Statistics and analytics – tracking offer success by year, department or salesperson supports strategic decision making.
Add the Offers module to your ERP and see how quickly sales increase and administrative costs decrease. Try it today!