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internal.backup:crm:calculator

Calculation Application

Application used by sales teams to calculate and manage the selling prices for software license.

Application Price Manager

  • Objective: Input and manage base prices for software
  • Features:
    • Define a global price for the software
    • Create / Update new components in eatch software

Price Calculation

  • Objective: Calculate prices for individual clients
  • Features:
    • Selector to choose company
    • Select Application with amount of it
    • Select Application composant with amount of it
    • Apply mathematical formulas to determine the total price based on selected components
    • Offer flexibility to adjust prices to suit client-specific deals or discounts
    • Select a TAG (“Draft”/“Waiting”/“Denied”/“Accepted”)
    • Button “Save”
    • Button “Save & Download PDF”
    • Button “Save & Send to Bid office”

Price History

  • Objective: Record of all calculated price saved
  • Features:
    • List all price document saved for each client
      • Change Tag (“Draft”/“Waiting”/“Denied”/“Accepted”/“BAD”)
      • Edit Copy
      • Download PDF

PDF Generation and Email Integration

  • Objective: Internal Process of sending calculated prices to the bid office
  • Features:
    • Generate a PDF document
      • All prices detailled
      • Company information
      • Who created it
    • Integrate an email functionality to send the PDF directly to the bid office
/home/clients/8c48b436badcd3a0bdaaba8c59a54bf1/wiki-web/data/pages/internal.backup/crm/calculator.txt · Last modified: 2024/05/17 15:35 (external edit)