OFFERING module

This functionality allows for the comprehensive preparation of offers for any contractor. The following information can be included in the offer:

• the contractor’s full name along with the client’s contact information;
• the issue date and validity period;
• detailed content, including a description of the offer subject and notes regarding individual items;
• items containing defined services, prices, quantities, values, and currencies with units of measure;
• the ability to apply a discount to individual items or the entire offer.

Additionally, from the offer directory, the module provides direct access to the directory of revenue documents, contracts, and rates proposed to the contractor. The prepared offer, along with the rates, can be printed or sent directly from the system via email to the address specified by the user. The system allows the generation of planned transactions in the shipping folder based on the offer, from which revenue invoices are generated.