CHECKLIST BEFORE SENDING THE OFFER
Has a colleague reviewed the offer? It is an effective way of quality controlling the offer. It is also good for transferring competence and Qondor knowledge internally.
Offer valid until date is added if needed
Terms & conditions are correct
Prices are double checked
Images and descriptions look good
Any links work as intended
Information on the Customer Web frontpage is added if needed
If you want to change the email sender address you can change this in Project Settings -> Communication & Language
Test the offer from a customer's point of view before going live.
From the offer menu, click "Send".
Choose your recipient(s). (If you need to add a recipient, you can do this in Project Settings.)
Selecting a valid until date is optional if you would like to provide a date by which the offer is available until (and if you haven't already done so from Offer Settings.)
Define your email subject and text. The standard email text is defined by an Office admin in Office settings but you may edit this when sending.
You can also add a Text template, for example one including your email signature.
The email will be personal for your recipients even if you are sending it to several people.
The offer will be automatically published when it is sent, in the case you have forgotten to do so.
The offer will not be sent unless you choose at least one recipient!
If the Offer valid until date has expired then Project managers will need to amend the valid until date to allow customers to respond to the offer before sending again.
Checking the checkbox for Create reminder task with due date will ensure a follow up task is automatically created once the offer is sent. Project managers can select which date to receive the email reminder on from here.
📌 The reminder will be received along with any other tasks due on that date.