www offeris com From Price Quote to Invoice

www. offeris. com From Price Quote to Invoice OFFERIS

How do you create a Price Quote? 1 2 3 Choose Customer Add products and services Print it out We have functions for every step

1 CUSTOMER REGISTRY First step – choose your customer

Customer Registry In the Customer Registry you can easily filter list of your customers by various criteria. This list can be a source for printing address labels or bulk e-mail. There a lot of information about every company which you have in your database. You will use this information for communication with your customers (or suppliers), list of persons in particular company, etc.

2 PRODUCTS UNDER CONTROL We know who is the Customer, now we are going to add products.

Products under control With Offeris, change prices is just piece of cake as well as fulfil data about products you are offering. Products contains description, pictures, prices, types, accessories and more. You can add your products to Price Quote as well as Sections and Subtotals for division the Quote to logical parts. Then you can add discounts for selected items and/or for entire Price Quote.

3 PRINT PRICE QUOTE Price Quote is one of yours marketing materials in your customer’s eyes.

It is not only about design but improving YOUR PROFESSIONALITY

? BUT MOMENT… THIS IS NOT EVERYTHING! Work with Offeris from everywhere!

Connection from everywhere » Offeris is web application » Connection from everywhere

Offeris modules Companies, Contacts Products Price Quotes Business software Invoicing Orders Business Cases Tasks Manager

From Price Quote to Invoice www. OFFERIS. com