{"id":39064,"date":"2022-03-17T08:23:37","date_gmt":"2022-03-17T07:23:37","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=39064"},"modified":"2025-11-27T13:23:35","modified_gmt":"2025-11-27T12:23:35","slug":"oferte-aratoase-cu-minicrm-repede","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/oferte-aratoase-cu-minicrm-repede\/","title":{"rendered":"Oferte ar\u0103toase cu MiniCRM REPEDE"},"content":{"rendered":"<h4>Rezumat<\/h4>\n<ul>\n<li>TOP \u00eentreb\u0103ri frecvente<\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">1. Cum pot face ca oferta generat\u0103 din MiniCRM s\u0103 arate la fel ca ofertele mele trimise p\u00e2n\u0103 acum?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">2. Oferta a fost trimis\u0103, dar clientul cere de 3 ori, separat, modific\u0103ri, \u00eenainte de a accepta. Cum ii trimit oferta modificat\u0103?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">3. Oferta noastr\u0103 se poate face doar \u00een Excel. Pot \u00eenc\u0103rca lista preg\u0103tit\u0103 \u00een Excel direct c\u00e2nd fac oferta?<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">4. Pot emite o nou\u0103 comand\u0103\/proform\u0103\/factur\u0103\/aviz\/fi\u0219\u0103 de servicii\/proces verbal c\u0103tre clientul care este gestionat pe baza unei oferte anterioare (chiar trimis\u0103 unui alt client)?<\/a><\/li>\n<li><a href=\"#anchor-7\">5. Pot s\u0103 aleg din mai multe \u0219abloane de ofert\u0103 \u00eenainte de emitere?<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">Idei propuse spre dezvoltare<\/a><\/li>\n<\/ul>\n<h6><\/h6>\n<h3 id=\"anchor-1\"><b>TOP \u00eentreb\u0103ri frecvente<\/b><\/h3>\n<h4 id=\"anchor-2\"><b>1. Cum pot face ca oferta generat\u0103 din MiniCRM s\u0103 arate la fel ca ofertele mele trimise p\u00e2n\u0103 acum?<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Partea grafic\u0103 a ofertei tale poate fi copiat\u0103 \u00eentr-un \u0219ablon de ofert\u0103 MiniCRM din extensii (sau invers, por\u021biunea de tabel cu produse \u0219i servicii a \u0219ablonului de ofert\u0103 MiniCRM poate fi copiat\u0103 \u00een oferta ta utilizat\u0103 p\u00e2n\u0103 acum).<\/span><\/p>\n<p><b>G\u0103se\u0219ti exemple de \u0219abloane de ofert\u0103 MiniCRM <a href=\"https:\/\/drive.google.com\/drive\/folders\/1YrBpTYGZl0h-UiXssA-C7gr3sFCuphoD?usp=sharing\" target=\"_blank\" rel=\"noopener\">aici<\/a> sau la<\/b><b>\u00a0extensiile din produsul Ofertare!<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Apoi, consult\u0103 descrierea de pe pagina de <a href=\"https:\/\/www.minicrm.ro\/help\/sablon-de-oferta-personalizat\/\" target=\"_blank\" rel=\"noopener\">ajutor MiniCRM<\/a> pentru a vedea ce informa\u021bii pot fii introduse\u00a0 din MiniCRM automat \u00een oferta ta (de exemplu, numele de contact principal, informa\u021biile de contact etc.).<\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"Cum trimiti oferte personalizate din MiniCRM  | Noile \u0219abloane de tip fi\u0219ier\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/wkYevSchPGQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h4><\/h4>\n<h4 id=\"anchor-3\"><b>2. Oferta a fost trimis\u0103, dar clientul cere de 3 ori, separat, modific\u0103ri, \u00eenainte de a accepta. Cum ii trimit oferta modificat\u0103?<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Ai 2 op\u021biuni:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Articolele pot fi modificate manual \u00een oferta emis\u0103 (poate func\u021biona pentru c\u00e2teva articole \u0219i este mai simplu). <a href=\"https:\/\/youtu.be\/K3jJG5u9Sjo\" target=\"_blank\" rel=\"noopener\">Cum adaug un discount la o ofert\u0103 dup\u0103 ce a fost emis\u0103?<\/a>\u00a0<\/span><iframe loading=\"lazy\" title=\"Cum adaug un discount la o ofert\u0103 dup\u0103 ce a fost emis\u0103?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/K3jJG5u9Sjo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"2\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Butonul de ac\u021biune din col\u021bul din dreapta sus v\u0103 permite s\u0103 crea\u021bi o ofert\u0103 nou\u0103 pe baza ofertei ini\u021bial emise (cu acela\u0219i con\u021binut ca cel vechi). \u00cen cazul \u00een care trebuie modificate multe articole, aceasta este metoda recomandat\u0103. <a href=\"https:\/\/youtu.be\/M8ibJAJGzVc\" target=\"_blank\" rel=\"noopener\">Ce faci c\u00e2nd vrei s\u0103 trimi\u021bi o ofert\u0103 similar\u0103 la un alt client? | Ofert\u0103 pe baza uneia existent\u0103<\/a><\/span><\/span><iframe loading=\"lazy\" title=\"Ce faci c\u00e2nd vrei s\u0103 trimi\u021bi o ofert\u0103 similar\u0103 la un alt client? | Ofert\u0103 pe baza uneia existent\u0103\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/M8ibJAJGzVc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4 id=\"anchor-4\"><b>3. Oferta noastr\u0103 se poate face doar \u00een Excel. Pot \u00eenc\u0103rca lista preg\u0103tit\u0103 \u00een Excel direct c\u00e2nd fac oferta?<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Da, articolele din oferta creat\u0103 \u00een tabelul excel pot fi copiate (CTRL + C \/ CTRL + V) de la s\u0103geata butonului verde Element nou, adic\u0103 nu trebuie introduse manual unul c\u00e2te unul. <\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"Ofertarea cu produse multe \u0219i personalizate | Ad\u0103ugarea produselor \u00een ofert\u0103 prin copy-paste\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/cwU-kkAOp-c?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<h4 id=\"anchor-5\"><b>4. Pot emite o nou\u0103 comand\u0103\/proform\u0103\/factur\u0103\/aviz\/fi\u0219\u0103 de servicii\/proces verbal c\u0103tre clientul care este gestionat pe baza unei oferte anterioare (chiar trimis\u0103 unui alt client)?<\/b><\/h4>\n<p>Exist\u0103 o mul\u021bime de articole pe o ofert\u0103. Introducerea manual\u0103 a acestor articole din nou pentru facturare sau alte documente consum\u0103 mult timp \u0219i intervine posibilitatea de a le gre\u0219i.<\/p>\n<p><iframe loading=\"lazy\" title=\"Ce faci c\u00e2nd vrei s\u0103 trimi\u021bi o ofert\u0103 similar\u0103 la un alt client? | Ofert\u0103 pe baza uneia existent\u0103\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/M8ibJAJGzVc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h4 id=\"anchor-7\"><b>5. Pot s\u0103 aleg din mai multe \u0219abloane de ofert\u0103 \u00eenainte de emitere?\u00a0<\/b><\/h4>\n<p>Bine \u00een\u021beles! Tot ce trebuie s\u0103 faci este s\u0103 \u00eencarci mai multe \u0219abloane de tip fi\u0219ier cu variabilele corecte, s\u0103 le dai un nume intuitiv \u0219ablaonelor \u0219i \u00eenainte d\u0103 dai clcik pe butonul de Emitere, d\u0103 click pe s\u0103geata \u00een jos, alege op\u021biune Emitere cu \u0219ablon \u0219i alege \u0219ablonul dorit!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-42791\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/Captura\u0306-de-ecran-din-2022-10-13-la-17.06.18-300x107.png\" alt=\"\" width=\"300\" height=\"107\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/Captura\u0306-de-ecran-din-2022-10-13-la-17.06.18-300x107.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/Captura\u0306-de-ecran-din-2022-10-13-la-17.06.18.png 660w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><iframe loading=\"lazy\" title=\"Emitere documente cu multiple \u0219abloane | Unboxing\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/YYjbTr6u-3E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h3 id=\"anchor-6\"><strong>Idei propuse spre dezvoltare<\/strong><\/h3>\n<p><b>Vreau s\u0103 emit un contract pe baza unei oferte emise. Cum pot face acest lucru?<\/b><\/p>\n<p style=\"text-align: left;\">\u00a0 \u00a0 \u00a0 \u00a0Dac\u0103 \u00ee\u021bi dore\u0219ti aceast\u0103 func\u021bionalitate voteaz\u0103 \u00eempreun\u0103 cu to\u021bi utilizatorii t\u0103i <strong><a style=\"background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\" href=\"https:\/\/minicrm-romania.nolt.io\/157\" target=\"_blank\" rel=\"noopener\">aici.<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><b>Vreau ca ordinea produselor\/serviciilor de pe ofert\u0103 s\u0103 fie structurat\u0103 \u00een mod automat dup\u0103 categorii de servicii\/produse <\/b>(ex Produs principal\/ Produs adi\u021bional, Materiale\/Manoper\u0103, Serviciu de baz\u0103\/Servicii auxiliare etc.)<\/p>\n<p><span style=\"font-weight: 400;\">\u00a0 \u00a0 \u00a0 \u00a0Dac\u0103 \u00ee\u021bi dore\u0219ti aceast\u0103 func\u021bionalitate voteaz\u0103 \u00eempreun\u0103 cu to\u021bi utilizatorii t\u0103i <strong><a href=\"https:\/\/minicrm-romania.nolt.io\/157\" target=\"_blank\" rel=\"noopener\">aici.<\/a><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Recomandare list\u0103 de produse care respect\u0103 parametrii selecta\u021bi de mine. <\/b>Atunci c\u00e2nd adaug produse \u00een ofert\u0103 s\u0103 pot selecta anumi\u021bi parametrii al produsului \u0219i sistemul s\u0103 \u00eemi ofere posibilitatea s\u0103 aleg din lista de produse care respect\u0103 parametrii<\/p>\n<p><span style=\"font-weight: 400;\">\u00a0 \u00a0 \u00a0 \u00a0Dac\u0103 \u00ee\u021bi dore\u0219ti aceast\u0103 func\u021bionalitate voteaz\u0103 \u00eempreun\u0103 cu to\u021bi utilizatorii t\u0103i <\/span><strong><a href=\"https:\/\/minicrm-romania.nolt.io\/127\" target=\"_blank\" rel=\"noopener\">aici.<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><b>Imagine de produse utilizate \u00een \u0219abloane de fi\u0219ier. <\/b>A\u0219 dori c\u0103 imaginile articolelor s\u0103 poate fi afi\u0219ate \u0219i pe ofert\u0103, comand\u0103 etc. generat\u0103 printr-un \u0219ablon personalizat de tip fi\u0219ier.<\/p>\n<p><span style=\"font-weight: 400;\">\u00a0 \u00a0 \u00a0 \u00a0Dac\u0103 \u00ee\u021bi dore\u0219ti aceast\u0103 func\u021bionalitate voteaz\u0103 \u00eempreun\u0103 cu to\u021bi utilizatorii t\u0103i <\/span><strong><a href=\"https:\/\/minicrm-romania.nolt.io\/134\" target=\"_blank\" rel=\"noopener\">aici.<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><b>Compania noastra are mai multe entit\u0103\u021bi juridice. Vreau s\u0103 pot alege compania emintent\u0103 pentru ofert\u0103\/factur\u0103\/alte documente.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0 \u00a0 \u00a0 \u00a0Dac\u0103 \u00ee\u021bi dore\u0219ti aceast\u0103 func\u021bionalitate voteaz\u0103 \u00eempreun\u0103 cu to\u021bi utilizatorii t\u0103i <strong><a href=\"https:\/\/minicrm-romania.nolt.io\/123\" target=\"_blank\" rel=\"noopener\">aici.<\/a><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Vreau o secven\u021b\u0103 de numere automat\u0103 care s\u0103 ofere un num\u0103r unic\/card \u0219i care s\u0103 se incrementeze automat la deschiderea unui card nou cu 1 unitate (de exemplu, cardul 1 &#8211; s\u0103 am un c\u00e2mp care con\u021bine 1, cardul 2 &#8211; 2, 3 &#8211; 3, \u0219.a.m.d.)<\/b><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0 \u00a0 \u00a0 \u00a0Dezvolatre planificat\u0103! Dac\u0103 \u00ee\u021bi dore\u0219ti s\u0103 adaugi sugestii, o po\u021bi face <strong><a href=\"https:\/\/minicrm-romania.nolt.io\/140\" target=\"_blank\" rel=\"noopener\">aici.<\/a><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat TOP \u00eentreb\u0103ri frecvente 1. Cum pot face ca oferta generat\u0103 din MiniCRM s\u0103 arate la fel ca ofertele mele trimise p\u00e2n\u0103 acum? 2. Oferta a fost trimis\u0103, dar clientul cere de 3 ori, separat, modific\u0103ri, \u00eenainte de a accepta. Cum ii trimit oferta modificat\u0103? 3. Oferta noastr\u0103 se poate face doar \u00een Excel. Pot [&hellip;]<\/p>\n","protected":false},"author":81,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2551,1908],"tags":[],"class_list":["post-39064","post","type-post","status-publish","format-standard","hentry","category-crearea-documentelor-in-produsele-cu-stoc","category-generare-documente"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Oferte ar\u0103toase cu MiniCRM REPEDE - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat TOP \u00eentreb\u0103ri frecvente 1. Cum pot face ca oferta generat\u0103 din MiniCRM s\u0103 arate la fel ca ofertele mele trimise p\u00e2n\u0103 acum? 2. 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