Create an offer#

In this tutorial, you’ll learn two ways to create an offer: from the offers listview and directly from a contact’s detailview, and how to generate a PDF document of the finished offer.

Method 1: Offers Listview#

  1. Navigate to the Offers section from the left menu.

../_images/offers_menu.png

  1. Click on the button labeled “Create offer” at the top right.

../_images/create_offer_button.png

Method 2: From a Contact’s Detailview#

  1. Navigate to the desired contact’s detail page from the Contacts section. (If you havent create a contact yet, follow the Create a contact tutorial.)

  2. Look for the “Offers” tab on the contact’s detail page.

../_images/offers_tab.png

  1. Click on the button labeled “Add offer” at the right.

../_images/add_offer_button.png

Both methods will redirect you to the Offer Detailview.

Adding items to the offer#

Let’s say someone would like to have an offer for a custom made necklace.

To add an item to the offer you can click on the + button on the right.

../_images/add_offer_item_button.png

A popup will show with the form to add the item.

../_images/offer_item_form.png

  • Add a title to the item, for example: “Custom made necklace”.

  • Add a price to the item, for example: “850”.

Click on the Add item button on the bottom right.

Congratulations! You have created your first offer!

To create a offer PDF document, click on the Offer button in the Create document dropdown.

../_images/create_document_dropdown.png

You can now view and download the generated PDF document.