Finalize & Share an Offer

Owned by Niki Rousaki
Last updated: Oct 03, 2024
2 min read

This page offers information on reviewing your offer template in order to finalize and share it with your customers.

 

Reviewing and Sending an Offer

Once the offer is drafted, the BSS user can select it from the Offers List and review how it looks, before sharing it with their customer.

To view the final template for a specific offer, select the offer and click Offer Template in the Print-out section on the left sidebar.

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A new pop-up window will appear with the appropriate template filled out.

Then, you can choose one of the actions on the toolbar on the left.

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The following actions are available:

  1. Save as: Choose Local File to download a PDF with the Offer template to your computer, or File in BSS to save your file within the system.

  2. View as: Choose to view the offer as an online PDF file or in HTML format.
    If you choose PDF, you will also get the option to download image-20240919-121651.png or print image-20240919-121705.png the file from the menu on the top right corner.

Please note, you must have an active email account configured to use this action.

  1. Refresh print-out: Click to refresh the print-out contents, to review any recent updates or changes.

 

 

You can check the following pages for more information on creating, viewing or editing an offer, editing a template, or managing and converting an offer to an order.

Create a new Offer

Add items to an Offer

View an Offer

Edit the Offer Template

Manage the Offer Statuses

Convert an Offer to an Order