Overview
Offers in Surface Solutions form the central link between calculations and orders. They allow you to generate a professional offer for your customers based on a completed calculation—comprehensive, transparent, and in your corporate design.
An offer summarizes the results of a calculation and adds customer-relevant information such as payment and delivery terms, tax rates, and legal notices.
All content is automatically compiled from three sources: customer data, calculation, and document definition. This creates a complete, correctly formatted offer with minimal effort.
With offers, you can:
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Create offers directly from existing calculations
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Automatically adopt customer and standard information
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Adjust positions individually and apply discounts
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Export offers as PDF or send them via email
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Create follow-up offers or generate orders directly from won offers
The offer management in Surface Solutions is divided into several areas:
- Create Offers
Describes the process of generating an offer from a calculation.
All relevant data is automatically adopted, standard positions are added, and the offer can be reviewed using the preview function before being finalized. - Offer Overview
Displays all created offers in a table format.
Here, you can filter, search, export, or send offers via email.
If the status of an offer is set to "Won", an order can be generated directly from it. - Create Follow-Up Offers
Allows you to create a new follow-up offer from an existing offer—ideal for minor adjustments or price changes.
The new offer receives a version number (e.g., V2, V3, V4) to keep the development traceable.