The offer report is the most important report because it contains exactly what the client wants. There is no mystery that a client will want to see more than one offer and will choose one by comparison. We believe that price is an important factor, but equally important, an offer with an exemplary graphical aspect will give the client assurance that the joinery will be of equal quality.

Important: before giving a client an offer check if you set the extra costs. Without them the offer will be calculated at the material costs that will make the company lose income.

Client Offer Report Menu
The client offer is found in Reports » Offers » Client Offer as seen in the picture below:

Client Offer Report
In the pictures below there are the first and the last page of an offer. The report is made up of the following sections:

Header. Contains the data of the users’ company: Contact details and banner. Both information are optional.
Offer Title. Can be changed by the user.
Client and project information. Both information are optional.
Primary text. Lets the client know some details about the systems, hardware and glass used, thermal transfer coefficients, the advantages of the proposition.
Windows / Doors / Panels. Every joinery with its own technical scheme and details about the materials, price and quantity are shown one under the other.
Totals and statistics. At the end of the offer the total is calculated with and without the VAT. And can show statistics about the offer as an option.
Secondary Text. Use this text to inform the client about the payment method, execution and binding time, maybe even some information about thermal insulating joinery maintenance.(i.e.: situations that lead to condense).

Offer Report Options
The offer report options allows the modifications of the design so that it can be suited to the users’ needs. Through the options dialog we can change the title, currency and the display of the offer.

Client Offer

See also