iliAI — Quote Builder

Offer header

Sales rep Role: Offer sequence Nr. Revision Offer number (auto) Date Customer company Contact person (In atention) Position in company Customer e-mail Telephone Quote language (PDF)

Product category (sheet from the Excel price list) Subject (auto from category — editable)

Products

Subtotal0.00 €

Discount % 0.00 €

Net (fara TVA)0.00 €

Show VAT 19%—

TOTAL fara TVA0.00 €

Commercial terms

Extra notes (optional)

Product presentation — pages after the commercial part

Page 1 of the PDF is the commercial offer. Everything you add here prints from page 2 onward.

↑ Load quote file PDF: the print window opens — choose "Save as PDF" as destination.

Offer header

Products

Commercial terms

Product presentation — pages after the commercial part

Sales meeting

Commit board — drag deals as each rep speaks

Pipeline

Value by status

Quotes issued by month

Closing 30 days — follow up now

Customers gone quiet — open value at stake

Per salesperson

Team

CONTACT PERSONS

ACTIVITY LOG

LABOR

EXPENSES (per technician)

Offer header

Products

Commercial terms

Product presentation — pages after the commercial part

Master catalog — products

Sales meeting

Commit board — drag deals as each rep speaks

Pipeline

Value by status

Quotes issued by month

Closing 30 days — follow up now

Customers gone quiet — open value at stake

Per salesperson

Quote register —

Team planner

Team

Customers —