7.3 Sales Offer

Owned by Georgios Vasilakos (Unlicensed)
Last updated: Mar 23, 2023 by Korina Charokopou (Unlicensed)
1 min read

One of the main sales activities controlled by the workflow is the SALES OFFER. For one sales lead, with one or multiple VOIs, the user can create more than one sales offers. 

This activity triggers the creation of the Sales Offer document based on a smart template. 

The sales offer form contains a lot of information that is important to conclude with the final offer to the customer. 

Depending on the user selection, and the GDPR consents signed by the customer, the offer can be sent to the customer via email. 

In the next pages, the different sections of the offer form are explained in detail.Â