Select Offers (Quotes) from the menu. Quotes are managed in three program screens:
|o||List view, offering the following features:|
- Call quotes by status: Not yet sent, Open, Accepted, Rejected
- Show quotes in groups (with subtotals): Status, Client, Project manager, Month: Click on column title.
|o||Detail view (single quote), this layout is subdivided into Data Input Print and E-Mail (navigation at the bottom)|
When selected from the main menu the call will first take you the List View.
|•||The structure of offers resembles that of projects (1 project / x sub-projects.)|
|•||Offers and projects are two distinctly separate data ranges in TOM. However, there are links between them. |
|•||You can create a project from an offer and also create an offer from a project.|
|•||Offers can be generated as letters (pdf) or as e-mail.|
|•||If the enquiring company is not yet your customer you have to first create a client record and activate the option "Prospect". Upon acceptance of the offer this status automatically changes to "Client" when the project has been created from the offer|
Angebote erstellen & versenden
Angebotsdaten in neues Projekt übernehmen