Open offers

Open offers are those for which you await a decision from the customer.

Accept or decline offer

Accept offer via e-mail

Your customer can accept or decline an offer directly in the offer e-mail. You'll be notified once the customer has accepted or declined your offer.

Accept offer in Runple

You can accept or decline the offer for your client.

1. Open an open offer.

2. Accept or decline the offer.

а. Click Accept offer if your customer accepted the offer.

b. Click Decline if your customer declined the offer.

After the offer has been accepted, you can create an outgoing invoice or sales order from it.

To do it, you need:

1. Open Offers.

2. Select Accepted.

3. Open the Offer for which you want to create an invoice or a sales order.

4. Click Create invoice or Creare sales order to create the needed document.

Edit

You can edit an open offer at any time.

Click Edit to edit the offer.

Actions with open offers

Click More Actions to view the list of actions you can do with the open offer.

Clone

Click Clone to create a new offer with the same information and positions.

Save as a template

Click save as template to create a template based on the selected offer.