Deals & Quotations
41 articles
- How do I add a deal?
- How can I create a quotation in Teamleader Focus?
- Deal overview per customer and deal page
- Which deals do I see on my contact page?
- The deal forecast in Teamleader Focus
- Adding a close date to your deals
- Adding probability to your deals
- Multiple Sales Pipelines in Teamleader Focus
- Margin and markup on quotations
- Multiple quotations in Teamleader Focus
- Mark a quotation as refused
- Renaming a quotation in Teamleader Focus
- Can I copy a deal/quotation in Teamleader Focus?
- Saving a quotation as a template
- Can I change my quotation templates in Teamleader Focus?
- Can I delete a quotation?
- Expiry dates on quotations in Teamleader Focus
- Adding pictures to quotations
- Giving discounts in Teamleader Focus
- Adding additional VAT rates
- Where can I see the different versions of a quotation/an invoice in Teamleader Focus?
- Digital signing of your quotations with CloudSign
- Can I make a quotation (un)available on CloudSign?
- Can I see a preview of my quotation in CloudSign?
- CloudSign activity
- Is a quotation electronically signed via Cloudsign legally binding?
- Where is the feedback of the cloud platforms sent to?
- Sending out an automatic thank you message for CloudSign
- How can I send my quotation via email attached as PDF?
- Can I receive a copy when sending a quotation?
- How can I modify the numbering of my deals?
- Managing deal phases
- Can I change the date of a deal phase?
- What is the difference between a lost deal and a deleted deal?
- Follow-up actions on deals (deal automation)
- Which actions change the latest activity of my deal?
- What do the labels under deal activity stand for?
- Can I create orders, order confirmations and delivery notes out of a quotation?
- What is the workflow of order confirmations, orders and delivery notes?
- Use unit cost on orders
- How are the prices calculated/rounded in Teamleader Focus?