Offer

This page explains what is the Offer application in Build.One and what features are available

Features Documentation

Getting Started

Introduction

Offer is a comprehensive solution for offer management in the B2B sector. This web-based platform seamlessly integrates into your existing CRM and ERP systems, streamlining your business operations. With just a click, it generates impeccably formatted offers in a variety of data formats, ensuring flexibility and convenience.

Offer goes beyond basic offer creation, offering robust CRM and PIM functionalities to enhance your customer relationship management and product information management. Additionally, it provides role-based access control, allowing you to manage permissions and access levels effectively. Experience efficiency and precision in your offer management process with Build.One Offer.

Home Screen

Basic Offer Processes & B1 Functionalities

Offer

User Documentation

Documentation	Area	Type
Home Screen Offer	Home	Application User
‣ Offer Management	Offer	Application User
‣ Customer Management	Customer	Application User
‣ Contacts Management	Contacts	Application User
‣ Products Management	Products	Application User
‣ Article Management	Articles	Application User
‣ Text Management	Text	Application User
‣ Text Modules	Text Module	Application User
‣ File import	File Import	Application User
‣ Template Management	Templates	Application User
‣ Settings	Settings	Configuration
‣ Config	Settings	Configuration

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Offer

Features Documentation

Calculation

Clipboard

Printing and Templates

Modules

Getting Started

Introduction

Categories

User Documentation

Offer User Documentation