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.

Categories

Home Screen

Home Screen

Basic Offer Processes & B1 Functionalities

Basic Offer Processes & B1 Functionalities

Offer

Offer

Customer

Customer

Contacts

Contacts

Products

Products

Articles

Articles

Text

Text

Text Modules

Text Modules

Calendar

Calendar

Forecast

Forecast

File Import

File Import

Templates

Templates

Settings

Settings

User Documentation

Offer User Documentation

Public View

2 views

Public View

All Data

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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