Create offers

Offer overview
In the "Offers" section, you can view a list view of all recorded offers. Here you can filter by status (Open, Completed, Archived, All), search specifically, and view the most important information such as number, recipient, date, amount, and validity. By clicking the "Create offer" button in the upper right, you can create a new offer. In the list view, you also have actions available such as edit, send, print, or archive.

Offer
Header area

When creating or editing an offer, you can enter the offer address and an optional different delivery address in the upper area. On the right, you can set the offer date, validity, and a reference. By clicking the "Add signature page" button, you can add a digital signature page. DeepSign also allows you to digitally sign, where you can choose the desired signature type (Simple, Advanced, or Qualified electronic signature).

Positions and products

In the middle area, you can add the desired positions. You can select individual products, insert multiple products at once, or manually enter positions (e.g. title, subtotal, separator line). The order of the positions can be adjusted as desired. Additionally, you can combine or sort products. Discounts can be awarded per position or as a total discount for the document.

Public Notes, Conditions, and Footer

Below the positions, you can enter public notes that will appear on the document. Conditions and footer can be customized individually. The standard texts come from the settings, but can be overwritten per offer. You can also add attachments such as PDFs or images (up to 5 MB).

Actions and Status

Various actions are available to you in the upper right: You can save an offer (status "Draft"), preview, email, print, or mark as sent. After sending, the document is locked and must be canceled for changes. In the customer portal, the recipient can accept or reject the offer. Depending on the settings, the offer is automatically converted into an order or an invoice.

Notes and Tips

• Use the multiple selection for quick addition of multiple products.
• Structure your offer with titles, subtotals, and separators.
• Check all details in the preview before sending the offer.
• After the status "Sent", no changes are possible, unless you cancel the document.
• Keep track of the status and history of all offers through the list view.