Writing and Sending Offers

💡 What is the new tool needed for?

This tool allows you to quickly create offers for your customers and seamlessly convert them into invoices when needed. It allows you to organise your business processes more efficiently, saving you time and resources.

With our new quoting tool, you can

• create offer templates: Customise your offers exactly the way you want them and save valuable time when creating them.
• download offers: Download your offers easily and keep a copy for your records.
• send offers by email: Send your offers directly from the Invoice-Portal to your customers by email.
• send existing offers as e-invoices: Convert approved offers into electronic invoices quickly and speed up the payment process. You can customise the invoice number and references before sending the invoice.
• create email templates: Write suitable cover letters for your offers and use email templates to optimise your communication with customers.

🔗 Read the user manual

With this new feature, we want to give you another tool to make your work easier and faster.

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