Using a document template has a lot of advantages. You can save time by not having to add all the customer details. You will save time not having to correct any mistakes you make when adding customer details. And your proposal will be much easier to find. Not just for you when your customer calls to discuss the proposal but also for your colleague’s if they need access to this information.
Learn how to create a document from a document template
This video will show you how to create a document from a document template
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.
When you are writing a proposal using document template you have to remember the following points:
- Open the right document. Your administrator will know what documents you have to use.
- Register your document with the right company, contact person and project or sale.
- Add all the products, services and prices, and perhaps add the discount you want to give the customer.
- Save your proposal as a pdf document so you can send it to your customer. This way, they won't be able to change any of the details.
When you are ready you can simply close the document and SuperOffice will automatically save you document on the customer card (and sale if selected).