List of open offers that have been created but have not yet been commissioned by customers or closed.
List
Contains all properties that are displayed in the tabular list view.
| Property | Description |
| Debtor | This field shows the name of the debtor, i.e. the customer or business partner for whom an open quotation exists within the scope of project management. It is used to quickly identify the associated company or person when searching for and managing existing quotations. |
| Interested party | This field shows the name of the interested party for an open offer. It helps to identify potential customers as part of project management and enables sales opportunities to be targeted and followed up. |
| Customer abbreviation | The customer abbreviation is a unique short name for the customer in project management. It is used to quickly identify the customer for open quotations and facilitates searching and filtering in overviews. |
| Client Manager (internal) | This field shows the internal customer manager who is responsible for project management and budget management. It is used to quickly identify the contact person responsible for open quotations for existing customers as part of project management. |
| Date | This date shows the day on which the quotation was created for the existing customer. It serves as an important reference point for tracking open quotations as part of project management and helps to assess the timeliness of the quotation. |
| Offer number | The quotation number is a unique identifier for a specific quotation to an existing customer. It allows you to quickly identify and track open quotations as part of project management. You can use this number to call up relevant information on the quotation and check the current status. |
| Service content | This service content describes in detail the services or products offered to existing customers. It is crucial for the precise definition of the project scope and forms the basis for budget planning and resource allocation in project management. |
| Amount (net) [€] | This value represents the net sales amount of an open offer for an existing customer in euros. It is crucial for calculating the project budget and analyzing potential sales in project management. |
| Available in Salesforce? | This field shows whether the open offer for existing customers is also available in Salesforce. It enables a quick check of data synchronization between the project management system and Salesforce, which is important for consistent customer relationship management. |
| Status | Shows the current status of the quotation as part of project management. This information is crucial for tracking the quotation process and enables efficient prioritization and prompt responses to customer inquiries. |
Export
Contains additional properties for export to external systems or file formats.
| Property | Description |
| category | The category classifies the open offer for an existing customer project. It provides a structured overview and facilitates the filtering and evaluation of offers as part of project management and budget planning. |
