Sales
Find everything here about setting up sales processes and quotations.
Approve online: The possibilities for customizationIt is possible to personalize both the digital signing button within the email correspondence and the quote portal itself.
Progress & win likelihoodThe progress and probability on a sales trajectory indicate which phase the (potential) client is in within the sales process.
SourcesYou can specify a source for each sales process to indicate exactly where the lead originated from.
Quote digitally signLet your customer easily digitally sign the quote and have them sign a SEPA mandate at the same time.
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.
'Lost to competitor'You can indicate which competitor the sale was lost to in the case of a sale that was not accepted.
Get the most out of the Sales moduleBy recording and monitoring which prospects are in which phase of the process, predictions can be made.
Sending an Order ConfirmationAnd save unnecessary discussions with your client.
Progress versus StatusThe difference between ‘progress’ and ‘status’ in Simplicate
How to know for sure you quote or invoice was received