There are several options for sending out offers via the system. You can send out an offer directly when you create a sale, when you can create a forecast or send out the offer at a later time. You can also manually sign a won sale.
Before you send out an offer, you need to create an offer.
Send an offer directly
Select the products to be used in the quote and click Check out.
You will then be directed to the Check out page.
To send out the quote directly, check Request signature. Then select one of the registered contact persons registered on the customer card. This person will receive the signature link to sign the contract. Press Create. The offer will then be created and sent to the customer by email.
💡 Tip: If you want to send the offer to a person who is not registered on the customer card, you can create a new contact person by clicking + Create new person in the drop-down menu.
The offer will be attached as a PDF file in the email. The signing link will be available in the email itself, not in the PDF file. The signing link will take the customer directly to the signing page.
After the customer has signed the agreement, the customer will receive a copy of the signed agreement. The status of the sale will automatically be updated to Won, and the status of the contract will be marked as Signed.
Turn a forecast into an offer
Once you have created a forecast, you can easily request a signature directly from the sales card. Click the three dots, next to Change, then click Request signature.
You will then see a pop-up box where you can select Signing party and Contract. Select the signing party from the contact persons registered on the customer card. This person will receive the signature link to sign the contract.
If you want to change the contract from the one you selected when the forecast was created,
Select a new contract from the drop-down menu.
Then press Send request.
The offer has now been created and sent to the customer.
💡 Tip: If you want to send the offer to a person who is not registered on the customer card, you can create a new contact person by tapping + Create new person in the drop-down menu.
The offer will be attached as a PDF file in the email that the customer receives. The signing link will be available in the email itself, not in the PDF. The signing link takes the customer directly to the signing page.
After the customer has signed the agreement, the customer will receive a copy of the signed agreement via email. The status of the sale will automatically be updated to Won, and the status of the contract will be marked as Signed.
Manually mark as signed
When you manually sign a sale, it means that you do not send an email with a signing link to a signing party. The offer has been signed or otherwise confirmed and you can mark the sale as Won without asking for a new signature from the customer.
A sale can be marked as manually signed, regardless of whether the sale has the status forecast or offer. To manually sign a sale, click the three dots next to Change, then click Mark as manually signed.
A pop-up window will then appear. If you check Send confirmation email to customer, the customer will receive a copy of the agreement by email. This will not contain a signing link or signature. Select the recipient from the contacts registered on the customer card.
Click Mark as manually signed to complete.
If you do not check Send confirmation email, an email will not be sent to the customer. The sale will only be updated in your system.