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Work with Offers step by step

A step by step overview on how to build a successful offer

Stine Karlsen O'Connor avatar
Written by Stine Karlsen O'Connor
Updated over a week ago

When you have collected information and prices from suppliers, you are ready to start working with offers in Qondor. Here is a step-by-step guide.


1. CREATE OFFER

  • Go to Offers -> New offer or click New Offer from Project details.

  • Define the Offer name.

  • If your customer requests offers for more than one location for the event, create one offer per location.

2. CREATE OFFER CONTENT

  • Offers can be built and presented in various ways, depending on your customer's needs, what you want to sell and how you want your customer to view it.

  • Content order, price presentation, images and texts are defined by you in its entirety.


3. OFFER CALCULATION

  • You can calculate and build the offer simultaneously and at the same time have a full financial overview.

  • You will always have the financial overview to see your sales margin, whether you match your customer's budget and how much revenue you are generating. 

  • You can also define currency exchange rates and sales margins and Qondor will automatically calculate the selling prices for you. Read more here.


4. CUSTOMER WEB FRONTPAGE


5. MENU ITEMS ON CUSTOMER WEB

  • Add further information in the form of text, images, links or files to make the offer page a complete hub for your customer for the project, providing more value and making it more advantageous for them to use the page.

6. PUBLISH OFFER

Publish an offer directly from Offer admin.

In the same place, you can unpublish an offer.

7. SEND OFFER

  • On the main offer page, click "Send". Choose your recepient(s), subject and text, and click Send. Your customer(s) will receive 


8. OFFER HISTORY

  • Qondor logs every time an offer is sent and is replied to.

  • In Offer History you can see when the offer har been sent, who sent it and to whom. You can also see when the offer has been answered and by whom. 


9. OFFER FEEDBACK

  • For smart customer communication, use the feedback option on the offer to allow customers to send feedback or questions when viewing the offer.

  • Project managers can manage and reply to feedback easily in Offer Admin


10. EDIT OFFER

  • You might need several negotiation rounds with your customer before acceptance

  • More products and services might be added after the first confirmation

  • Quantities and content change over the course of the project process

  • It is easy and quick to keep your offer updated!


11. INVOICE OFFER

  • You can create invoice specifications to your customer based on what has been accepted as well as add and reduce deposits and easily make final adjustments before invoicing.

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