Sales in Excel
Sales in Excel
Whole sales process in one file
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Offer letter


  • ・Offer To/From fields
  • ・Dropdown list with contacts
  • ・Search function for contacts
  • ・Input contacts in free format
  • ・Currency selection
  • ・Exchange rate
  • ・Payment time
  • ・Delivery time
  • ・Delivery acc. to schedule
  • ・Incoterms rules
  • ・Warranty period
  • ・Offer validity period
  • ・Offer registration number
  • ・Special conditions
  • ・Signature field
  • ・Expected order date
  • ・Budgetary notice
  • ・Internal offer description
  • ・Offer status
  • ・Editable offer letter


Scope of supply


Price


  • ・Sales price calculation
  • ・Independent price models
  • ・Hide unused parts
  • ・Main and options
  • ・Margin setting
  • ・Tax/VAT calculation
  • ・Pie statistics
  • ・Connection with offer letter


Mics


  • ・Payment milestones
  • ・Invoices with milestones
  • ・Barcodes
  • ・Project timetable
  • ・Cash flow calculation
  • ・Shared template file
  • ・Shared contacts
  • ・Shared offers
  • ・Shared prices from suppliers
  • ・Shared product database
  • ・Offers tracking system
  • ・Company logo
  • ・PDF saving
  • File name with time and date
  • Automatic setup
  • ・Windows only


On demand


  • ・Salesforce integration
  • ・SAP integration
  • ・Interest rate
  • ・Order confirmation document
  • ・Risk calculation
  • ・Approval document
  • ・File expiry date
  • ・Travel expenses calculation
  • ・Get 50% for every invitation
  • ・Become a re-seller
  • ... send a message for more details


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