The must-use of our suite!
This is the pièce de résistance of the OptiOffer experience. Fast, easy to use and professional looking offers with just a couple of clicks!
Boosting a comprehensive way of creating and editing business quotes is seconds time! The OptiOffer - Quote Tool helps companies/employees and freelancers considerably reduce their time spent on creating amazing looking bussines offers in order for them to better use their working hours, concentrating on other important tasks.
Our quote software works with the help of a catalog manager, the smart product manager created by our team, for more information regarding it and how it works please check OptiOffer's catalog manager page. All you need in order for our quotation software to work are:
That is all you need in order to make amazing looking professional business offers for your clients. Forget about using complicated and hard to use Spreadsheets and start using our solution!
The OptiOffer - Quote tool can be found in the main application panel, also it is color coded as blue.
Note that all images below are examples and information/pictures and quote guidelines may vary depending on the template used, also custom templates can be added at any time
This page display's all the recent information regarding the latest offers created.
- Offer unique Id
- Client name
- Total price
- Number of Products
- Creation date and time
- Options tab
8.1 View and edit - Automatically redirects to Offer edit page
This can also be done by simply clicking the line of the offer you want to open
- Unique Id
- Automatically generated for easy follow up, storage and referencing.
- Client name
- Offer status (the workflow can be changed)
- The status of the offer, this can be done automatically or manually, for more information go to company details page
- Creation date and hour
- Expiration date and hour
- The user that created the offer
- Total sum
- The total price including discount (if applied) and V.A.T. (if applied)
- Global discount
- This discount is applied to all products
- Click "New offer" button
- Add Client to offer
- Choose or search client and click "Create"
- Click "+" button to add products
- Choose or search for products
After choosing the correct product that you would like to add you must also type the following information market with (*).
- Global discount button
- Your offer is ready to be sent. You can choose what to do with the offer.
- Individual product modifications. Using the "options tab", every product can be independently modified on the following information: