Creating and Following Up on Offers

In ADITO xRM, offers can be created, configured, approved, signed, and sent.

Create Offer	→	Add and Configure Items	→	Create and Edit Offer Document	→	Review and Approve Offer	→	Send Offer Document for (Digital) Signature	→	Follow Up on Offer

When creating an offer, the master data of the offer, such as addressee, expiration date, commercial conditions, etc., is defined first. In the next step, items are added and configured. Once the configuration of the items is complete, an offer document is created and the accompanying texts are adjusted if necessary. If required, the offer can be assigned to a superior for approval. The offer is then sent. It is possible to have an offer signed digitally. The sent offers can be displayed clearly using grouping and filters. Depending on the customer's feedback, the offer can be marked as "Won", a new offer version can be created and revised, or the offer can be marked as "Lost".

Note

📖 → Information on capturing an offer in foreign currency can be found in the PDF Foreign Currency.

📖 → Information on the offer approval process can be found in the PDF Approval Workflow.