How do I create and price an offer?

Create an offer for a customer's agreed purchase. You need offer permissions and the feature enabled.

1. Open offers and create an offer.
2. Select the customer, contact and author. Enter a title and any description.
3. Check the date, validity, delivery details and payment terms.
4. Add product rows and check quantities, units, prices and discounts.
5. Review the pricing summary and adjust prices as needed.
6. Select Save offer and check the saved details.

Keep the customer-facing description separate from internal comments. Internal comments are not printed in the offer PDF.

If winning the offer should create a task, check Create task when offer is won and its task settings before changing status. Saving alone does not replace checking task settings.

Before delivering the offer, also check its PDF and contract terms. Prices and information shown in the PDF should match the agreed offer.