CRMdocvivo
Offers

Your offer goes out as a link, and you see it opened

The template that matches the customer's language is suggested first. Offers go out as links, and a single list shows how many times each was viewed and what state it's in.

  • Multilingual templates
  • View tracking
  • Deposit
  • Multiple currencies
Your offer goes out as a link, and you see it opened
01

Multilingual templates

Create offers from ready-made templates; the one that matches the customer's language is suggested first. A preview of every offer you send stays in the list.

Multilingual templates
02

Links, views and PDF

Offers reach the customer as a link, and you see how many times it was opened. You can download an offer as a PDF and add a deposit and a validity date.

Links, views and PDF
03

Appointments from accepted offers

An accepted offer becomes an appointment in a single wizard, and the potential's state moves forward automatically.

Appointments from accepted offers

Also included

Revisions and version history

When the price changes, you revise the offer. Earlier versions are kept with their history, so there's never any doubt about which offer is current.

Multiple currencies at current rates

Offers in different currencies are calculated at the current exchange rate, and the deposit amount is shown on the offer.

Other features

Frequently asked questions

How does it work with international customers?

The message's language is detected and the chat is assigned to a representative who speaks that language. The first-message greeting, offers and appointment follow-up messages go out in the customer's language. Records offer a choice of 24 languages.

How do I send offers?

Create multilingual offers from ready-made templates and send them to the customer as a link. You see how many times an offer was opened, and you can download it as a PDF and add a deposit and a validity date. Different currencies are calculated at the current exchange rate.

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