By using the sent offer story with specified stages, contained in the system, you will save time for the creation of new offers and reduce the number of errors by inserting proper data. An offer, formed according to a created estimate, is sent to the client via e-mail directly from the system.
Client offer management functionality:
Offer information management;
Offer status automatic management;
Assigning competitions for offers;
Assigning offers to projects;
Assigning discounts to offers;
Offer-related document management;
Sending offers to clients directly from the system.
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