# 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](https://academy.surface-solutions.com/books/user-manual-en/chapter/customer "customer") data, [calculation](https://academy.surface-solutions.com/books/user-manual-en/chapter/calculations "calculation"), and [document definition](https://academy.surface-solutions.com/books/user-manual-en/chapter/document-definition "document definition"). This creates a complete, correctly formatted offer with minimal effort.

With offers, you can:

- Create offers directly from existing calculations
- Automatically adopt customer and standard information
- Adjust positions individually and apply discounts
- Export offers as PDF or send them via email
- Create follow-up offers or generate [orders](https://academy.surface-solutions.com/books/user-manual-en/chapter/order "orders") directly from won offers

The offer management in Surface Solutions is divided into several areas:

1. [Create Offers](https://academy.surface-solutions.com/books/user-manual-en/page/creating-offers "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.
2. [Offer Overview](https://academy.surface-solutions.com/books/user-manual-en/page/offer-overview "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.
3. [Create Follow-Up Offers](https://academy.surface-solutions.com/books/user-manual-en/page/create-follow-up-offers "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.