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Writing and delivering a qoute should be done quickly
Writing and delivering a qoute should be done quickly
With proper product data management, you avoid mistakes in the commercial transactionprocessing
With proper product data management, you avoid mistakes in the commercial transactionprocessing
Before you enter an offer, you should have dealt a little with the master data. Payment- and delivery terms are just as important as correct text templates and the layout. Sometimes an offer has legal pitfalls such as its validity.
A personal offer is always well received. Every business relationship is important and generates referrals.
A personal offer is always well received. Every business relationship is important and generates referrals.
Possibly the lead management has already been successfully completed and an offer was started from this. A sales parts list, which then only needs to be corrected, is very practical for this.
Well prepared, the offer should meet the commercial requirements. The use of the master data ensures that correct information about the product is always conveyed.
The offer is a standardized commercial process that is prepared with all texts. As in the lead, communication and follow-up are controlled. It is sent by email or by printing.
Visit the brand's mill BPM marketplace to activate the "Accounting" from the list of "best practice workflow ...".
Visit the brand's mill BPM marketplace to activate the "Accounting" from the list of "best practice workflow ...".
The qoute contains 2 tabs for recording
The qoute contains 2 tabs for recording
particularities
Product list: Control of group discounts, any number of foreign languages and output of product images.
Control: Recurring processing is automated and the data is converted directly into an order or an invoice, if necessary.
Quote
Quote
The client controls the assignment to different companies.
The appointment controls a general resubmission and the progress documents your open and completed activities on the offer.
activity
activity
Every commercial transaction contains the product position entry. The list of all product positions is included here. Text modules for the process type and product are read in depending on the process language.
It's best to try it out in peace.
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