Calculate offer

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Offers are created under a project and filled with item groups and items.

Item groups can be set up optionally with individual tax rates.

In Poool, you can create and calculate an offer by filling in the required fields such as customer information, offer title and offer date. Optionally, you can also insert services from the rate card or define and insert calculation templates to save time and effort.

Navigate to the offer area under Projects → Offers.

Select the project for which you want to write an offer.

Click on the + Offer button.

Fill in the required fields, such as customer information, offer title and offer date.

Create a group by clicking on the blue +. Give the group a title and save it.

Add services / items from the rate card within the created group by opening the service drop-down. Select the desired services / items and click on them. The stored service is displayed without a number.

Enter the desired number and complete your offer.

Alternatively, you can use preconfigured templates, which already contain a predefined item group with all services. Click on the black arrow pointing downwards and select the desired template.

Check the calculation and adjust it if necessary.

Save the offer by clicking on the Save button.

Optionally, you can export the offer as a PDF, print it or send it to the customer by e-mail by selecting the appropriate options.

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With these steps, you have successfully created and calculated a offer in Poool, taking into account the creation of position groups or the use of pre-configured templates. You can now efficiently manage your offers and send them to customers.