How to organize your firm's offers with Firmbee❓ | How to Firmbee
How to organize your firm's offers with Firmbee❓ Watch our How to video.
🐝 Remember to register for a free account and check all the possibilities:
➡️ https://app.firmbee.com/wa/signup
00:06 Add new offers by going into the finance module. Type in the name and description of your offer.
00:13 It’s possible to choose an existing contractor from the list or to submit a new one - by clicking the plus button.
00:20 Select the post and due date. Switch between languages and currencies.
00:25 You can also write down the content of the offer. Thanks to advanced formatting options and a built-in text editor, each offer can have its own individual aesthetics.
00:37 Add all needed items to the offer and specify the quantity, unit, unit price net and tax details. It’s also possible to add descriptions, discounts and change tax values.
00:48 By going to the offer list you can filter the offers by customer, offer name or post date.
Done - now you can gain quick access to relevant deal data with Firmbee.
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