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From Price Quote to Invoice OFFERIS

www.offeris.com. From Price Quote to Invoice OFFERIS. How do you create a Price Quote?. 1. 3. 2. Choose Customer. Print it out. Add products and services. We have functions for every step. 1. Customer registry. First step – choose your customer. Customer Registry.

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From Price Quote to Invoice OFFERIS

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  1. www.offeris.com From Price Quote to InvoiceOFFERIS

  2. How do you create a Price Quote? 1 3 2 Choose Customer Print it out Add products and services We have functions for every step

  3. 1 Customer registry First step – choose your customer

  4. Customer Registry In the Customer Registry you can easily filter list of your customers by various criteria. This list can be a source for printing address labels or bulk e-mail. There are a lot of information about every company which you have in your database. You will use this information for communication with your customers (or suppliers), list of persons in particular company, etc.

  5. 2 Products under control We know who is the Customer, now we are going to add products.

  6. Products under control With Offeris, change prices is just piece of cake as well as fulfil data about products you are offering.Products contains description, pictures, prices, types, accessories and more. You can add your products to Price Quote as well as Sections and Subtotals for division the Quote to logical parts. Then you can add discounts for selected items and/or for entire Price Quote.

  7. 3 Print Price Quote Price Quote is one of yours marketing materials in your customer’s eyes.

  8. YOUR PROFESSIONALITY It is not only about design but improving

  9. ? Butmoment…This is not everything! Work with Offeris from everywhere!

  10. Connectionfrom everywhere • Offeris is • web application • Connection from everywhere

  11. Offeris modules Business software

  12. www.OFFERIS.com From Price Quote to Invoice

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