Im 1Tool Your (sales) staff can create offers with their own offer configurator and assign these offers directly to sales opportunities.
Thus, all offers have your company design and all desired employees have access to it. In addition, your employees can see at the push of a button which offers have been sent to which customers.
You can find a new offer at Orders - Overview - New order create.
To create a new offer:
Click on Create offer and fill in the fields.
You can write an order title, free text and a comment. If the order recipient is already among your contacts, it is sufficient if you enter the first three letters of your recipient. 1Tool automatically suggests the right contact for you.
Select the checkbox “Create new customer”, if it is a contact that has not yet been saved. The contact is automatically added to the corresponding contact group after entering the contact details. Select “delivery address“ if you want to use the address stored for your contact for your order. Via “Own address” you can manually enter other address details.
Add individual products to your offer. Simply enter the article in the “Article” field. The service description will then automatically be added to the field.
You can use the quantity to control how often the unit price is to be charged. In addition to the unit price, you can define here whether you want to give a discount in EUR or %. Furthermore, you have the option of selecting the various VAT.
You define the frequency (once, monthly, quarterly or annually) for each invoice you create. The total price of the individual items is formed automatically.
You can view individual items by clicking on the X remove at any time.
Finally, click on “to save“ to create the order. Your offer will then be automatically saved to your computer as a PDF file.