Proposals
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Proposals

Proposals
Proposals
Standard
Created Date
19 Temmuz 2013
Current Version
2.57.5
Last Update
05 Eylül 2024

Make proposal preparation processes easier and faster for your sales representatives.

  • Versions
  • Features
  • Reviews
  • Documentation

Opportunities

Opportunity Processes

Follow the processes of opportunities by defining steps such as idea stage, negotiation, postponed, offer, won, etc.

Opportunity Activities

Manage your opportunities by recording activities such as calls, meetings, and visits in your potential customer cards.

Offers

Offer Processes

Manage the processes of proposals by defining steps such as postponed, approved, expired, etc. at the customer.

Quote Templates

Create your offers in a standard way within minutes with the help of templates.

Analytics

Examine offer analyzes based on products or customers by filtering by date range.

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