Create and Send an Offer to a Client
Tove Wirfelt
22 steps
3 minutes
Roughlyright
1
Go into the project home for the project you want to create an offer for and click "Offers"
2
Click "Create offer"
3
If you wish, you can use a pre-defined template created by a person with admin access, but this step is not always necessary
4
Click "Select template"
5
Choose a suitable template
6
Click "Change template"
7
An internal title will be assigned automatically, but you can change it to clearly specify what the offer is about.
8
Review the project details and make sure all necessary information will be included in the offer.
9
Use this section to customise your offer by changing the title, adding a project description, and specifying deliverables.
10
Use this section to customise how your invoice is displayed and what information is included.
11
Use this section to customise how your invoice is displayed and what information is included.
12
Use this section to customise how your invoice is displayed and what information is included - which type of total price and VAT.
13
Add terms for the offer.
14
Click 'Download' to preview how the offer will appear when sent to the client. Double check so that everything is correct.
15
Click "Recipients" to send the offer to a client
16
Click "Add recipient"
17
Add an existing client, or create a new one manually by entering a name and email address.
18
Click "Send link"
19
Make sure to add a subject
20
Add a message
21
Click "Send"
22
Confirmation that the offer has been sent to the client
Create and Send an Offer to a Client
Tove Wirfelt
22 steps
3 minutes
Roughlyright
1
Go into the project home for the project you want to create an offer for and click "Offers"
2
Click "Create offer"
3
If you wish, you can use a pre-defined template created by a person with admin access, but this step is not always necessary
4
Click "Select template"
5
Choose a suitable template
6
Click "Change template"
7
An internal title will be assigned automatically, but you can change it to clearly specify what the offer is about.
8
Review the project details and make sure all necessary information will be included in the offer.
9
Use this section to customise your offer by changing the title, adding a project description, and specifying deliverables.
10
Use this section to customise how your invoice is displayed and what information is included.
11
Use this section to customise how your invoice is displayed and what information is included.
12
Use this section to customise how your invoice is displayed and what information is included - which type of total price and VAT.
13
Add terms for the offer.
14
Click 'Download' to preview how the offer will appear when sent to the client. Double check so that everything is correct.
15
Click "Recipients" to send the offer to a client
16
Click "Add recipient"
17
Add an existing client, or create a new one manually by entering a name and email address.
18
Click "Send link"
19
Make sure to add a subject
20
Add a message
21
Click "Send"
22
Confirmation that the offer has been sent to the client
