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


SEND OFFER

  • 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. 

📌 Note:

  • 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.

💡 Tip!

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.

Learn about managing your tasks in Qondor here

Did this answer your question?