Commercial offers
The offer that won
stays on the record.
Every offer you issue takes a generated code, a type, a status and a history of revisions with their attachments. Link it to the commessa it becomes and the chain holds: offer, commessa, hours, avanzamento, invoice.
The code is generated, and the register is complete.
An offer takes a structured code the way invoices and orders do here. The register filters by type, status, customer and tag, and exports to Excel with the filters it was showing — so which offers are open is a view.
Offers filtered by state, each with its code and its customer.
A revision keeps what was actually sent.
Each revision carries its own attachments — the PDF that went out — and the history says what changed hands and when. What was agreed is the revision on the record.
An offer's revisions, each with the documents that travelled with it.
Templates spare the retyping.
A recurring offer starts from a template. What varies gets filled in; what does not is already right.
A new offer from a template, with the standing parts already in place.
The offer is the head of the chain.
Linked to its commessa and activity, the offer closes the loop this platform is built on: what was offered, what was worked, what was advanced, what was invoiced.
From the offer to the invoice: each document linked to the next.
Everything it does
- Offer registerAll offers in one register: code, customer, validated VAT number and current revision status.
- Offer typesOpen an offer as standard, technical or variant, with customer and VAT number.
- Numbered offer revisionsEvery version is kept as a numbered revision (01, 02, 03…) with its own title, notes and chronological dates.
- Offer issuing workflowOne click issues the revision with today's date; a new one opens only after the previous is issued.
- Revision traceabilityFrom the second revision the reason for change is mandatory and visible; the source locks once issued.
- Offers linked to the CRM · with the CRM moduleAn offer born from a deal keeps the link and returns to it in one click.
- PDF from Office sourcesWord and Excel converted to the PDF that circulates, previewed before confirming.
Questions we actually get asked.
- How is this different from the offers in the CRM?
- The CRM holds the negotiation: the pipeline, the proposal, won or lost. This module holds the offer as a formal document — code, revisions, attachments, the link to the commessa. Use one, or both: they do not overlap.
- Does it send the offer to the customer?
- No. It produces and keeps the document; sending stays in your mailbox, and the revision records what was sent. Tracking opens and clicks is not what a register is for.
- Does it price the offer?
- No — rates live in the listini of the commesse module, where pricing belongs. The offer records what you offered; the pricing engine is where a figure is computed.
Works with
- CRM and offersCustomers, commercial offers and their revisions, linked to the jobs they become.
- AttendanceClock-ins that become a daily timesheet, reconciled against the hours logged on job orders.
- Shift planningPlan people by period against the jobs they work on, and see the load before it becomes overtime.
Tell us how you work today.
There is nothing to prepare. Half an hour on how your company runs — who tracks the hours, how an invoice comes together, when you find out whether a commessa made money — and we tell you which modules would fix it and what a quote looks like.