Provide a complete snapshot of the deal and customer details.
Deal Status Timeline: Visual progress indicator showing each stage from your pipeline
Customer Basic Info: Contact details, language, and communication options.
Deal Value Overview: Total value of the deal and assigned salesperson.
Address Management: Main and billing addresses displayed with the ability to edit.
Integrated Map View: Visual map pin of the main address.
Notes Section: Add and view notes related to the deal.
Navigation Menu: Quick access to Overview, Offer, Documents, Planning, and Workorders.
Manage the offer items, pricing, and additional form data.
Key Features:
Item List: Add/remove products, adjust quantities, edit prices, and see tax/total calculations.
Auto-calculated Summary: Subtotal, discounts, tax, and final total.
Form Panel: Let you see the lead form answers in a single page to make you able to prepare offers easier.
Linked to Deal Status: Marks the deal as in “Concept” stage.
The Documents section provides a centralized space for managing all files related to the specific deal.
Access Automatically Generated Documents: System-created files—such as offers, invoices, or summaries—are listed here and available for quick review or download.
Upload Any File Type: Users can add their own documents (PDFs, images, spreadsheets, etc.) to keep all deal-related materials in one place.
Get a Clear Overview: All documents associated with the deal are displayed at a glance, making it easy to track, organize, and retrieve information.
Maintain Deal Consistency: Ensures that every relevant file—whether generated by the system or uploaded manually—is stored in a single, accessible location.
he Planning section allows users to efficiently organize and schedule all tasks related to the specific deal.
Create and Manage Tasks Easily: Add new tasks, set deadlines, assign responsibilities, and track progress for any deal-related activity.
Maintain Clear Structure: All tasks are listed in a structured view, helping users stay on top of upcoming actions and priorities.
View the Calendar at a Glance: A calendar overview displayed on the right panel provides a quick snapshot of deadlines, scheduled events, and workload distribution.
Stay Organized and On Schedule: By combining task lists with a visual calendar, users can manage their responsibilities more effectively and keep the deal moving smoothly.
The Workorders section provides a streamlined, centralized space for managing all operational tasks tied to the deal. It turns planned actions into clear, trackable work items and ensures consistent execution across teams.
Create and Assign Workorders: Quickly generate new workorders, define required actions, set deadlines, and assign them to internal or external stakeholders.
Generate Dynamic PDF Workorders: Instantly create professionally formatted PDF workorders based on selected fields and deal data.
Send Workorders Directly: Distribute generated PDFs to relevant people—vendors, partners, or team members—without leaving the platform.