Send a quote to a prospect

Commercial offers are used to manage prospecting. Thanks to sales cycles, you can manage your prospects intuitively and simply from a single interface:

Business opportunities

Opportunities often lead to a request for commercial offers. Let's find out together how to send a commercial offer to a prospect.

  • See you in “Prospects” in your left menu.
  • In the tab Name click on the name of the prospected company to which you wish to make an offer.
  • Then, go to the “Offers”And” Add an offer” as explained this article here.
  • Once the estimate has been created, click on “Save and Send” as explained this article here.