Creating a quote
Customer, title, validity — that's all it takes to start. And something happens in the background you should know about: the eventual order is created right away too.
An offer needs three entries, then it exists.
How to create an offer
- Open Offers in the sidebar.
- Click "New Offer". The page with the "Angebotsdetails" (offer details) card opens.
- Pick the customer under "Select customer" — the field searches as you type. An offer always belongs to a customer.
- Enter the "Title", up to 500 characters; the field suggests "z.B. Angebot Küchenumbau" (e.g. quote for kitchen refit).
- Check "Valid Until". The date is preset to today plus 30 days and must be set.
- Click "New Offer" at the bottom. Gantway reports "Angebot erstellt" (offer created) with the note "Sie können jetzt Positionen hinzufügen." (you can now add positions).
Next come the offer positions. Gantway assigns the offer number automatically from the number range you set under Settings → "Dokumente" (the page is titled "Dokument-Einstellungen").
Who may do what
By default admin, planner and team lead may create offers. Only admin and planner may edit and send them: the team lead can prepare an offer but not send it out. The full overview is in Roles and permissions.
Auch bekannt als: Create quote, Write quote, Offer, Quote number, Validity.