Tutorial

Offer Flow

In this tutorial, you create an offer document with items, services, and calculations directly from the project. You send a professionally designed offer in your own layout – complete with all customer data and ready for digital approval.

Offer Flow en

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  • Open your project from the list.
  • Scroll down to the end of the service overview.
  • Select Create offer.
  • Set the date and the validity of the offer.
  • Scroll down to the details.
  • Add a personal message.
  • Add a closing remark, for example for special conditions or a greeting.
  • Choose whether to sign your offer with your signature.
  • Use the preview to check your document.
  • Set up logo, company data, and signature in a separate tutorial.
  • Return to your data record.
  • Save the offer or select the envelope to send it directly to your customer.
  • The customer receives an email with the offer attached and a link to the Touchpoint where the offer can be confirmed digitally.
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