Send offers

Time required: 1-2 minutes

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1. dashboard button

To get to the quotation screen, click on the "Send quotation" button in your dashboard.

-> If you click on "Offers" in the navigation bar, you will be taken to the offers that have already been created. You cannot create any new offers there.

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2. create offer

To create an offer, you only need the following information:

• Product name
• Quantity
• Product price

Done!

Based on these few details, we can then assign the invoice that you send us via the dashboard. To send the offer, you can enter the customer's e-mail address on the right-hand side. e-mail address of the customer on the right-hand side. The offer will then be sent to this address and the customer account created.

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2.1 Add one-off costs

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Now you can also add one-off costs such as shipping, assembly or accessories to the FLEX products. The amount will be debited from the customer's bank account by FLEXVELOP and can then be invoiced by you together with the product price.

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2.2 Optional information

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For your product you can optionally add a note or article number to your product. This will be displayed to the customer in the shopping cart when the offer is accepted.

In addition, when sending the offer, the telephone number of the customer can be stored. This enables our support team to proactively assist your customer with any problems. The quote is only sent to the e-mail address.

If you want to send the offer to an additional e-mail address, you can add it using the CC field.

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3. send offer

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Your customer will receive a FLEX offer from us by e-mail with the following sample structure. If you have uploaded your logo in the "Profile" section, this will also appear in the quotation e-mail.

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4. what happens after sending

Once the contract has been successfully concluded, you and your customer will receive a confirmation email with the fresh FLEX contract. You can then deliver and hand over the goods to the customer.

We collect the first month's rent from the specified account in advance to secure the account link.

Shipping and delivery are your responsibility as the retailer. Therefore, we cannot send the customer a shipping confirmation ourselves.

However, you can specify an optional delivery date via the respective contract. The contract term only begins once the delivery bill has been uploaded and the device has been delivered. The installment paid in advance is of course also included.

You and the customer can use the dashboard to call up all important information such as the long-term rental invoice and access the purchase and return options.

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