The preparation of well-structured, legally compliant offers with correct content makes a good impression on your customers right from the start of a business relationship. It is therefore important to us to provide you with the best possible support in creating, managing and sending offers and orders. In addition to the many existing functions for creating offers and orders, we have added three more features that we would like to introduce in this blog article.

With the release 2.10.5 of foreknown, some enhancements have been created for offers and orders. Documents can now be uploaded to offers and orders and sent via email. Furthermore, all relationships between offers, orders, invoices and budgets are displayed in the form of links on offers/orders. In addition, it is now possible to create price lists for customers in order to realize individual conditions for offers and orders.

When preparing offers or orders on a fixed-price basis, a payment plan is usually also agreed, which specifies the steps in which the offer or order amount is due. Typically, every company already has predefined payment plans that are offered. With foreknown, we now offer a simple way of storing these predefined payment plans once in the system and reusing them for new offers or orders.

With the release 2.10.2 of foreknown, we are providing a further simplification. Based on payment plan templates, payment plans for offers and orders can now be easily generated with all the necessary data at the push of a button.