Email the offer to the customer

An opportunity with priced lines on it can be turned into an offer document and emailed to the customer in one go, without saving a PDF to your machine first.

1. 1Open the opportunity and add the lines you want to charge for. The document is built from those lines, so if they are wrong the offer is wrong: Add products to an opportunity.
2. 2Click Generer kontrakt. A dialog opens listing the offer templates your company has set up.
3. 3Pick the template you want.
4. 4Click Generer og send på e-post.

DealJourney builds the document and immediately opens an email for you with the offer already attached. You get the usual composer: recipient, copy and blind copy, subject, an email template to start from, and a body you can edit. The customer's email address is filled in from the opportunity if we have one. Send it, and the offer is on its way.

If you would rather look at the document before anyone sees it, use Generer med valgt mal instead. That produces the same document and stops there, so you can read it, and send it afterwards from the opportunity.

The other two buttons in that dialog do something different. Tilpass og generer lets you change the wording and the columns for this one offer before it is built, and Generer uten mal produces a plain document with no company template applied.

Once it is sent, the offer keeps its own status on the opportunity, so you can see whether the customer has opened and signed it, and you can send a reminder: Track a document and chase a signature.