Get started with Offorte

The following video shows an overview of different functionalities of Offorte and is perfect for getting acquainted with the power of the software.

The video gives a brief introduction to the operation of Offorte, from the proposal presentation to the settings and sending. Of course more is possible. To get the most out of Offorte, you want to automate the proposal process as much as possible. These are the main parts:

Proposal template

A proposal template contains reusable proposal content. It gives you a starting point for a new proposal. You then adjust only the content for the client. Personalization fields add customer data automatically.

Design theme

A design theme controls the logo, colors, fonts, stationery, and visual style of your proposal. You create and manage design themes in Settings.

Contacts

Here you will find all your customers, from company details to the contact persons and proposals sent. All contact fields can be used for personalization so that you can automatically send a proposal and you do not have to worry that the wrong company name is in your proposal.

Library

The Library gives you access to proposal templates, saved pages, saved blocks, products, emails, and the Media Browser. You can reuse this existing content while creating a proposal.

Users

Invite your colleagues so that you can collaborate on proposals. You can determine what they can see and do via the rights settings.

Settings

You can further adjust Offorte to your liking via the settings. For example, set up a subdomain and prepare the sending emails. Making the proposal display multilingual is also an option.