Prepare a DealJourney plan offer with a demo

This flow is for DealJourney's platform sales team in an organization where platform offers are enabled. It sells DealJourney plans; ordinary customer quotes use the opportunity's separate quote and contract flow.

1. 1Open an opportunity, go to Offerter, and choose Ny offert.
2. 2Set Erbjudandets titel, Plannivå, Antal användare and Valuta. The currency starts with the opportunity's currency.
3. 3Under Inkluderade funktioner och tillägg, the plan's included features are already checked and labelled Ingår. Expand an area or use Hitta en funktion to find extras. Included features do not add another charge. Some extras also require a parent module.
4. 4Monthly prices fill in from the active price list in the same currency. Listpris identifies an inherited price. Edit an amount to use a Anpassat pris, or choose Använd listpris to return to the current list price. Uppdatera priser reloads the active list without clearing your custom prices. If a price is missing, enter it before sending. Plan pricing is per user. For extras, Debiteras lets you choose Per användare or Per organisation. An explicit zero means free; a missing price prevents sending. Changing currency clears custom prices and does not convert amounts.
5. 5Use Generell rabatt % for a discount across the whole package. Erbjudandet i korthet updates immediately with the subtotal, discount amount and monthly total excluding VAT. Set Erbjudandet gäller till and add any customer-visible arrangements in Ytterligare villkor och kommentarer.
6. 6Choose Spara utkast to continue later, or Granska och skicka to save and inspect the actual customer document. Check the recipient before Skicka erbjudande. Approval rules may hold delivery until an approver has decided. Withdraw a pending request before editing it.

For a package you quote regularly, choose Spara som mall and enter a Mallnamn. This super-admin action saves the plan, user count, extras, currency and discount. By default the next offer uses current list prices and charging methods. Select Behåll anpassade priser och debiteringssätt only when the template should retain your specific amounts and charging methods. Customer details, notes and expiry are not copied into the template. Start the next offer with Ny från mall…; you can adjust it before sending.

Spara och förbered demo saves your current selections before preparing the demo link. The customer can also open the demo from the shared offer. The demo uses isolated sample data and the offered feature access for 24 hours. External sending, connected accounting systems and some AI tools are unavailable. The first visit can take a few minutes. If already signed in to your regular workspace, open the link in a private browser window.

Sent offers retain their agreed price and included features. Use Skapa ett reviderat erbjudande to prepare changes as a new draft. Expired, declined or archived offers cannot start a demo. A link prepared before changing the included features must be replaced with a newly prepared link.

Customer acceptance records the response and notifies the sales team. It does not automatically create a paid workspace or start billing; the team arranges those next steps with the customer. If email delivery fails, use Kopiera kundlänk to share the saved offer.