Offers

You can create individual offers for your customers and send it to them. Use the document Offer which you can generate as a PDF file, for example if you want to print it or send it to your customers as an email attachment.

1. Setting up a document template for offers

You can create Offers directly using the PlentyONE standard templates. If necessary, you can copy the standard template and adjust it for your needs.

1.1. Setting up document templates in DocumentBuilder

To set up document templates, you can use the DocumentBuilder (menu: Setup » Documents » DocumentBuilder). For more information on how to use DocumentBuilder, refer to the manual page DocumentBuilder.

2. Generating a single offer document

Offers are created individually for a customer. This is why the corresponding documents are directly linked with this order of the type Offer. This also means that the document can only be generated for the order type Offer. Therefore, if you want to generate a PDF file for an offer, for example, you have to create the order type offer first. You can generate the corresponding document as follows.

Generating an offer (document) manually:

  1. Go to Orders » Orders.
    → The order overview opens.

  2. Carry out the search (search) to display orders.

  3. Open the order of the type offer for which you want to generate an offer.

  4. Go to the Documents area.

  5. At the top left, click on Create document (add).

  6. Select the Offer document from the drop-down list.
    → The window Create document: Offer opens.

  7. Enter a date that should be displayed on the offer.

  8. Enter an optional comment that should be displayed on the offer.

  9. Click on Create (add).
    → The offer is created and added to the Documents area.

3. Automating sending offer documents

You created individual offers for customers, generated the corresponding documents and want to send them to your customers now? You can automate the process of sending offer documents by setting up the appropriate event procedure. To send the document offer as an email attachment, we recommend the event procedure described in Table 1. Proceed as described in the following to set up the event procedure.

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Table 1. Setting up event action “Sending offer as PDF”
Setting Option Selection

Event

Documents > Offer generated

Filter

Order > Order type

Offer

Action

Customer > Send email

Click on Add () to select the corresponding email template for sending the offer to the customer (e.g. "Send offer as PDF").
You don’t see the corresponding email template?

You don’t see the corresponding email template for the event procedure “Send offer as PDF”? That’s probably because you haven’t created it yet. You can do this in the Setup » Client » Select client » Email » Templates menu. Click on New email template () and create the template according to your requirements. The name you enter here for the email template is then displayed in the event procedures. For further information about setting up email templates, refer to the Sending emails page of the manual.