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Sales

Find everything here about setting up sales processes and quotations.

Basic Process + Video Explanation SalesWhich elements will you encounter in the Sales module?
Setting Google Fonts on a quotation templateIt is possible to choose from all available Google Fonts and set these in your quotation template.
Creating a new sales opportunity
Copy a sales processIn this article you can read how you can copy a sales process
Expected revenueThe expected revenue for a specific period can be made visible through the KPIs in the Sales module.
Name and Email Address for Sending Quotes and InvoicesYou can set the name and email address from which you send your quotes (and invoices) per company profile.
Signature on quoteTo add a signature to a quote, first go to Settings > Sales > Quote templates.
Changing the Accompanying Email for a QuoteYou can customize the accompanying email sent with your quote to match your own text.
'Lost to competitor'You can indicate which competitor the sale was lost to in the case of a sale that was not accepted.