Overview
Create an offer
Start a new offer from scratch or from an existing lead, pick a project type and packages, link a customer, and land on a planned, named, status-tracked record ready for planning and pricing.
Set up the basic information on an offer
Configure the foundation of an offer: project type, customer link, address, bill of materials (Stückliste), pricing and PDF visibility, variants, and the offer-card details that drive your Kanban and CRM sync.
Use consultation checklists on an offer
Capture the project-specific to-dos that need to land between offer and install (site access, electrical-panel photos, ownership documents, permits) so your team has them in one place before installation starts.
Overview of offer characteristics
Understand what an offer is in Reonic: the lifecycle, the states, the metadata, variants, where to find offers, and how they differ across residential, commercial, and country setups.