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.

Available in languages:

What you can use the menu module for

  • Creation of different types of offer forms according to the company's needs, possibility of recording internal notes/attachments.
  • Possibility to agree with the offer sent by the customer online - by clicking on the button in the email with the offer, the customer can confirm that he agrees with the offer (his name and electronic signature are required).
  • Connection to related documents - possibility to create an inquiry or order received from the created offer.
  • Connection with the orders module (selection from registered orders) and CRM module - customer data registration.
  • Option to automatically attach attachments before/after the offer - attachments stored in the module settings (e.g. provided services, references, terms and conditions) are automatically attached to the created offer.
  • Possibility to enter individual discounts for a selected customer.
  • Customer email enquiries can be sent directly to the offer module (the offer header is automatically created, the offer processor only needs to add the offer content).
  • Clear statistics on the success of submitted bids, search for bids according to various criteria - date, company, etc.

As businesses strive to transition seamlessly into the digital age, provides an effective platform for streamlining many operations. One of the most powerful tools is its electronic Offer capability. This feature offers business owners and managers various advantages over traditional methods of making offers. Here are some of the top benefits of electronic Offers in 1. Cost Efficiency: Electronic Offers in provide a maximum efficiency in terms of cost. By eliminating the need for paper, printing, and postage, businesses can save significant amounts of money. 2. Streamlined Process: Electronic Offers in also streamline the process of creating and delivering offers. They make it possible to create, review, and accept offers quickly and easily. 3. Improved Security: With electronic Offers, all documents can be securely stored and accessed from anywhere with an internet connection. This significantly reduces the risk of data loss or theft. 4. Increased Transparency: Electronic Offers in allow companies to track their offers and offer responses in real-time. This allows for increased transparency, allowing business owners and managers to better assess their success. 5. Enhanced Accessibility: With electronic Offers in, offers can be sent to prospective customers quickly and easily. This increases the likelihood of acceptance and makes it easier to close a sale. Overall, electronic Offers in add tremendous value to any business. With its cost efficiency, streamlined processes, improved security, increased transparency, and enhanced accessibility, electronic offers are a must-have tool for businesses looking to succeed in the digital age.