Create offers and calculations with just a few clicks
With pre-defined item master data and templates, offers can be created with just a few clicks. All master data is taken from the customer master data. Through CRM integration, these can be sent directly via email from work4all. Even the price calculation is integrated into the quote, ranging from simple markups on purchase prices to complex bill of materials calculations.
Commercial data such as payment term, discount, price group or different billing address are automatically taken into account from customer data when preparing offers. Header and final texts can also be automated based on text modules and forms.
A well-maintained article database makes it easier to create offers: Select an article, enter the quantity, and you're done!
Prices, texts (polyglot) and Stock availabilities are saved in the Item data. Alternatively, you can of course design individual offers very flexibly with vacant positions or headings.
work4all automatically converts the offer into a PDF file when you send it. With full integration of Microsoft Office, email offers are sent via Outlook with the associated convenience.
At the push of a button, you have the list of your open offers on the screen and can use it to follow up. In addition, offer sales opportunities more detailed tracking of offers, including success statistics. Linked tasks, or tickets assist with Resubmission.
The customer orders — you simply drag the offer into the order window and automatically create ready-to-ship Order confirmations, Packing lists, produktion orders, etc. That's it!
Calculation as part of the offer or separately
Sending offers via email
price groups
Attachments when sending an offer
Preparation of offers based on items or free text input
List of titles on the first page of the offer
Flexible header and footer texts
Item images in offers
Optional/alternative prices or offer positions
Appealing forms with headings and subtotals
Sample templates for offers
Follow up on open offers
Convenient search functions
Evaluation of offers based on sales opportunities
Gross profit and contribution margins
