Use this form to create and manage professional offers for existing and prospective customers. Compile your offers from the stored products and prices - either on the basis of standard prices or with customer-specific conditions. You can print the quotes directly and include them in your financial planning if required in order to plan expected sales and manage sales success.
Identification
Basic information to clearly identify the offer. Specify the offer number here and the name in which your organization is submitting the offer.
| Property | Description |
| Society | Company in whose name the legally binding offer is made. This company appears as the offering organization on the offer document and is the contractual partner. |
| Code | Unique offer number for identification and tracking of the offer. You use this number in communication with the customer and for subsequent order entry. |
Recipient of the offer
Determine the recipient of your offer. Select the existing or prospective customer from your company directory to whom you would like to submit the offer.
| Property | Description |
| Customer/Interested party | Company or organization to which the offer is addressed. Select the recipient from your company directory here. When the order is placed, this recipient is automatically adopted as the debtor. |
Information
Detailed information on the offer with contact person, validity, status and link to the CRM system. This information helps you to track and manage your sales process.
| Property | Description |
| valid until | Date until which the offer is valid. After expiry of this period, the commitment to the conditions and prices offered expires. |
| Prospective customer | Prospective customer |
| Date | Date on which the offer was made. This date appears on the offer document and marks the start of the validity period. |
| Service specifications | Service specifications |
| Created in odoo? | Please indicate whether this offer was created as an opportunity in the odoo CRM system. |
| Status | Current processing status of the offer, e.g. "In progress", "Sent", "Commissioned" or "Rejected". The status helps you to track progress in the sales process. |
| Project manager | Project manager |
| Created order | Link to the order that was placed on the basis of this quotation. This reference enables tracking from the quotation to order processing. |
Offer details
Automatically calculated total amounts of the quotation. These totals result from the individual offer items and are used for the offer document.
| Property | Description |
| Total gross amount [€] | Total gross amount of the offer including VAT. This is the final amount to be paid by the customer when placing the order. |
| VAT amount [€] | VAT amount [€] |
| VAT rate | The VAT rate determines the amount of VAT to be charged for the quotation. The selection of the correct rate (e.g. 19% or 7%) is crucial for the exact calculation of the offer amount and the tax correctness of the offer. |
| Total Net [€] | Total Net [€] |
offer texts
Free text fields for individual offer content and formatting options. Design the framing of your offer item here with introduction, closing formulations and list of attachments.
| Property | Description |
| Introductory text | Introductory text for the offer, e.g. greeting, reference to discussions or general information on the scope of services. This text appears before the quotation items. |
| Closing text | Final text for the offer with acknowledgements, notes on terms of payment, delivery times or contact information. This text appears after the offer items. |
| Print logo | Activate this option to automatically print your company logo in the quotation document. The logo will then appear in the header of the document. |
| Plant list | List of documents attached to the offer, e.g. product descriptions, references, technical data sheets or general terms and conditions. This list helps the customer to fully understand the scope of the offer. |
Planning values
Time and project-related planning information for the integration of the offer into your financial planning. Define the performance period here and control whether the expected sales should be included in the financial planning.
| Property | Description |
| Include in financial planning? | Activate this option to include the offer as expected turnover in the financial planning. The offer value is distributed evenly over the months of the performance period so that you receive realistic monthly planning. |
| Performance period from | Expected start of service provision. This date marks the start of the period in which the services offered will be provided. |
| Subproject | Assignment to a sub-project or project plan that is offered to the customer with this offer. This link enables project-related evaluation and planning. |
| Performance period until | Expected end of service provision. This date marks the end of the period in which the services offered will be provided. |
Offer items
All offer items that have been added to the offer are shown in this list. Additional offer items can be created using the "Add item" button.
See also: Offer items
Documents
Documents relating to the offer can be uploaded here.
In this section you can upload, download and manage files.
List of customer orders
List of customer orders
See also: Orders
HiddenLogic Amount
This function calculates the buzzers within the offer.
performance specification
The report "
Performance specification English
This report is the report "
Offer (Letter)
This report generates a quotation document in letter form with all the specified quotation items. It can be downloaded via the "Reports" button in the work bar of the form.
Offer (letter) english
This report is an English version of the "Offer (letter)" report. It can also be generated in the workbar of the form via the "Reports" button.
Duplicate offer
Duplicate offer
Create order
This function is provided by the "Create order" button in the "Extras" menu. Create an order matching the quote if the customer has accepted the quote.
