Some customers may not want to answer the offer online, and gives Project managers the reply elsewhere, for example, via email or verbally via phone. In this case, Project managers would have to complete their response, which is fine as long as they have the consent needed to proceed with the project and make sure your company is legally covered.
In these scenarios, it is recommended for Project managers to answer the offer on behalf of the customer and send them the Qondor confirmation. This way Project managers can ensure everything is updated for both the customer and you as the supplier. It's super easy, just follow this simple guide:
Make sure you are a Project manager in the project where the offer is published:
📌 The Project manager can be amended from Project settings --> Project managers.Make sure the offer valid until date is in the future. If not, head to Offer settings and set a date in the future.
Access Project Details and click the "Customer Web" button in the Offers section:
Access the offer you want to answer:
Answer all available products with your customer's preferences and accept any terms and conditions. Send your reply.
You as the Project manager receives an offer confirmation by email (your customer receives nothing automatically in this case).
Forward the confirmation to your customer and make sure to include a note to explain that this is the contract you have agreed on. Give the customer a chance to verify that the contract is as expected to avoid any misunderstandings.