Seamlessly transfer quotations into projects
Create your offers directly in Vertec and benefit from the intelligent link between offer and project planning. If an order is awarded, you can continue to use the project phases created in the offer in project management. This way you save time not only in the quotation process, but also in the further course of the project.
An offer always refers to a project with project phases. Estimate of effort are entered on the phases. The resulting offer can be output in customizable templates.
If the offer is accepted, the project structure with phases can be used directly. In the course of the project and in the performance recording, the working hours performed can be assigned directly to a project phase or service type. In this way, you can compare whether the time estimate offered for your orders actually coincides with the working hours performed for your services or whether there were deviations in the course of the project. Of course, individual data can be adjusted later.
Product line “Standard” or “Expert”
Module “Services & CRM”
Contact Management , Sales Pipeline , Project Calculation
You create a new offer in Vertec on an existing project or a case. Firstly, you select the service types or project phases and assign them to the offer. Budgeting is done in the next step. A clear advantage: Project planning and creating of offers is directly connected, which saves you a lot of time throughout the process. Further information on creating an offer is provided on the relevant page .
Once the order has been placed, any information is directly available on a project and can be amended, if required.
In Vertec, you can create follow-ups for yourself or other employees. All follow-ups are included in the “Sales” folder and are clearly displayed as a list. You can apply different filters there. If necessary, you can automatically set up follow-ups so that they are created directly when an offer is created.
Yes, in Vertec you can use the function Opportunities on Contact/Company or Project/project phase level to save and evaluate sales phases with amount, probability and date.
In Vertec, you first create your project structure. Subsequently, the individual project phases or work packages can be added to an offer per drag & drop. In addition, you can also link externally generated offers to your projects in Vertec with just a few clicks.
You can create several templates for offers and save them in Vertec. This makes sense for different business areas, target industries or languages. When creating a new offer, simply select the appropriate template. Depending on the quotation, different text modules can be saved and used.
You still may edit offers at a later time. To do this, either retrieve the corresponding report again after the correction is made or create a completely new offer.
With Vertec, you can generate standardized as well as custom reports. These can be, for example, offers, invoices, a list of expenses to reimburse or the budget overview of a project. The reports are either in Word, Excel or PDF format. The layout basis is usually created as a template in Word or Excel. The data being individual KPIs from Vertec is stored as Python code. Detailed instructions for creating a report can be found in the Knowledge Base.
