In the same window, it is possible to create a new element. For this, there is a button in the upper right corner. In the form of information about the proposal that appears, the necessary fields are fille in: subject, responsible manager, etc.
If the offer interests him, then on its special database basis, an invoice or document, using ready-made templates.
Creating a proposal
After this, the client to whom the offer will be sent is selecte. At the last stage, the products to which the offer applies are assigne. In this case, the amount is automatically pulle up base on the information in the product database.product lists in bitrix24 kpOnce all the basic information has been fille in, it can be printe, downloade electronically, or sent directly to the client via email.print download bitrix24
ready templates bitrix24Material for the Marketing Manager12+ years working with marketing managersWe have been working with marketing executives and their assistants for over 12 years and tao ary mbola tsy azo resena understand the problems and challenges you face.Especially for you, we have prepare materials that will help you in your work with online projects. For some time we will distribute them for free , but soon we will remove them from open access.
Bitrix24 allows you to create a large number of template invoice forms that will help significantly spee up the work of a sales manager.
Bitrix24 column tab
The process of creating templates for both directions is identical. To create, go to the “Settings” section, “Payment Methods” tab:payment methods bitrix24
In the window that opens, you must specify the template name and description. On the “processor” tab, you specify the template type: invoice or commercial offer. After that, in the “client type” field, you select who this template will be designe for: an individual or an organization.creating a template Bitrix24 client typeNext, you can begin to shape the appearance of the template. There are several tabs for this:
The “seller” tab allows you to specify the positions of the company’s director and accountant. You can also upload a company logo, seal, and signatures.
positions logo seal signatures Bitrix24
The “seller” tab allows you to twd directory customize the appearance of the field in which information about the payer for this document will be entere.tab seller bitrix24
On the “Main” tab, the user is given the option to customize the title, account assignment, “Total” section, as well as whether to display the header and add comments.
