Uniform cross-project offers
Offers
Save valuable time when preparing offers with practical templates and dispense with manual processes. Involve the experts from your team specifically in the preparation of the offer via a workflow.
30 days non-binding
Quotation preparation
The basis for future projects
Ensure a uniform quotation process and automatically create projects with transactions in ZEP when commissioning:
- Create uniform quotations for customers or projects
- Offer templates for the quick creation of standardised offers
- Preparation of offers with individual offer items
- Four-eyes principle for checking and approving offers by the project management
- Direct sending of offers by e-mail with further attachments
- Transfer of the offer into a project or an activity upon commissioning
- Text modules for the simple and quick creation of offers and offer templates
More functions
Offer management
Put an end to the tedious search for documents and unclear responsibilities in the team:
- Find offers quickly and easily in a central database
- Assignment of categories and keywords to find offers more quickly
- Overview of the offers to be processed by an employee
Offer templates
Quick and easy creation of standardised offers for specific types of projects:
- Creation of offer templates, also with attachments such as your GTCs
- Saving existing offers as templates
- Creation of offer templates with automated text modules
Instructions for use
- Replace offers in ZEP not Comprehensive and visualised offers customary in the industry
- Offers from ZEP ensure uniform project management incl. invoicing
- Visualised offers can be attached during dispatch
Offer positions
For the individuality of your offers
Different types for building detailed offers and offer templates:
- Expense items for work performance in hours or days
- Flat-rate items for services at a fixed price
- Article positions with articles from the article management
- Grouping positions for structuring offers
- Show or hide the calculation for each offer item
Invoicing
Popular add-on module
- Automatic creation of invoice items when transferring an offer into a project
- Multiple configurations for invoice content and formats
Travel expense report
Popular add-on module
- Digital and mobile recording of travel expenses
- Digital receipt viewing and further use for settlements and reimbursements