Offers / Quotes

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Select  Offers (Quotes)  from the  Go to ...  menu. Quotes are managed in three program screens:


oList view, offering the following features:
- Call quotes by status: Not yet sent, Open, Accepted, Rejected
- Show quotes in groups (with subtotals): Status, Client, Month: Click on column title.
oInput window
oDetail 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 jobs (1 job / x job items.)
Offers and jobs are two distinctly separate data ranges in TOM. However, there are links between them.
You can create a job from an offer and also create an offer from a job.
Offers can be generated as letters (pdf) or as e-mail.
You can generate an offer using an MS Word template.
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 job has been created from the offer


Angebote erstellen & versenden

Angebotsdaten in neues Projekt übernehmen