Offers — Complete Guide
Last updated: 2026-03-09
When to Use an Offer
You create a regular order when the price and contents are clear and agreed upon. Use an offer when that's not the case:
- A customer asks "how much would it cost to order 200 units with our logo?"
- You're working on a project where components and prices aren't fixed yet
- You sell B2B and every client gets their own price
- You have a request that came through the bundle configurator and needs to be worked out
An offer is designed for negotiation. You can save it as a draft, send it to the customer, wait for a response, modify it several times, and finally convert it into an order with one click.
Creating an Offer
Go to Offers and click New Offer. You open on the new offer page — it's not a wizard, everything is on one page.
Customer
The first thing is to determine who the customer is.
Guest Customer — doesn't need to exist in the system. Enter a name, email (required), and phone. Quick and simple for one-time contacts.
Existing Customer — search by name or email and select from the list. If the customer doesn't exist, there's a Create New Customer button that opens a creation form on the spot.
Items
Click Add Item. A card appears for a new item with four fields:
- Product — search. Type the name or SKU, select from the list. The price auto-fills from the catalog.
- Quantity — minimum 1
- Price — you can overwrite it immediately. No change here affects catalog pricing.
- Subtotal — calculated automatically
If the selected product has variants, attributes, or custom fields, a Show Options button appears. Click it to see:
- Variants — multiple selection with checkboxes. Each variant can have its own price adjustment.
- Attributes — by groups, dropdown for each group. For example, "Material: Aluminum (+15%)", "Finish: Matte".
- Custom fields — various input types defined on the product.
- Description — free text specific to this item in this offer.
Add as many items as needed. The total is shown at the bottom of the items section.
Right Column
Status — defaults to Draft. Don't change it until you're ready to send.
Valid until — enter a date and time until when the offer is valid. Useful psychologically (creates pressure) and legally (documents when the offer expired).
Internal notes — six lines of text the customer never sees. Write anything: "discount approved by director", "coordinate with logistics before sending", "client has history of late payments".
Sending an Offer
When you're satisfied, two paths:
- Save (gray button) — saves as draft. The offer gets an ID, appears on the list.
- Send Offer (primary button) — sends to the customer and changes status to Sent. The button becomes inactive after sending to prevent accidental duplicates.
After Sending
The offer page gets a third column on the right — customer communication.
- Messages — direct messages to the customer within the system. All conversations are saved in one place, tied to this specific offer.
- Activity — log of every change: who changed what and when.
- Attachments — technical drawings, specifications, certificates, contracts.
Bundle-Linked Offers
When a customer sends a request through the bundle configurator on your website, the system automatically creates an offer with status Requested. Open it and you see a special Bundle Request Details tab:
- All bundle components with quantities
- Exactly what the customer selected in the configuration
- Which pricing rules were applied and how they affected the total
- A button for manually applying pricing rules if you want to recalculate
From there, the flow is the same — refine if needed, send the final price, wait for a response.
Quick Reference
| Action | Where |
|--------|-------|
| Add/edit items | Middle column |
| Override item price | Directly in Price field |
| Add internal note | Right, Internal Notes |
| Send to customer | Send Offer button |
| Communicate with customer | Messages tab (right) |
| Track changes | Activity tab (right) |
| Add files | Attachments tab (right) |
| Convert to order | Quick Actions → Convert |
| Reject with reason | Quick Actions → Reject |
| Link to budget | Budget field (if B2B) |