Sales and quotes

The CRM (activities, My sales day, your own mailbox, lead scoring, sequences, marketing and account management), opportunities and pipelines, the catalogue, quotes and block-built proposals, approval, online signing and deposits, follow-up, what acceptance sets up, commission, leads, business reviews, customer sign-offs and supplier contracts.

1. 1 Sales overview How selling works in Tenvara from opportunity to signed proposal, quotes and proposals, the quote list and its statuses, approvals, follow-up, commission, business reviews, and who can do what.
2. 2 The catalogue Keep the products, services, licences and labour you sell, with cost, price, margin and billing, group them into bundles, and import or export them as CSV.
3. 3 Building a quote Start a quote, add sections and lines from the catalogue or by hand, set optional items and discounts, and read the totals and margin as you go.
4. 4 Proposal wording and templates Write the introduction, scope and terms for a plain quote, preview exactly what the customer will see, and set up its branded templates and quote settings. Block-built proposals have their own builder.
5. 5 Sending a quote and versions Send a quote or proposal by email or through the customer portal, manage its links, follow up with reminders and questions, revise it as a new version and compare versions in the history.
6. 6 Acceptance and what happens next How the customer accepts or declines a quote or proposal with an e-signature, a purchase order number and a deposit, and how acceptance sets up the contract, the project or ticket, purchase orders, contacts, the invoice and the welcome email.
7. 7 Leads Track prospects before they are customers, with the fuller lead record, the list and the board, the timeline, importing a spreadsheet, quoting them, and converting them into customers by hand or when they accept.
8. 8 Quote approval Make quotes over a value, under a margin or with a big discount wait for an approver before they reach the customer, and approve or reject them in the app or from an email link.
9. 9 Opportunities and pipelines Track deals from first conversation to won or lost on a pipeline board, add a deal for a new company in one step, log activities and tasks, change deals in bulk, quote from an opportunity, and set up pipelines, renewals and targets.
10. 10 Business reviews Run quarterly business reviews with a recommendations register, a technology roadmap and budget, standards alignment, a booked meeting and a branded pack shared in the customer portal.
11. 11 Building a proposal Build a branded proposal the customer reads as a web page, from templates, blocks and your content library, with locked wording, merge fields filled from live customer data, AI help with the words and your brand's look.
12. 12 Proposal pricing, signing and tracking Packages and quantity choices the customer changes on the page, the customer's web page with comments and forwarding, signing with emailed codes and advanced electronic signatures anyone can verify, and engagement signals, reminders and the Proposals list.
13. 13 Quote follow-up, alternatives and prices Remind customers about quotes automatically, answer their questions, record acceptances, losses and withdrawals, start quotes from templates, offer alternatives, attach datasheets to the PDF, keep internal notes, and manage customer-specific prices and price changes.
14. 14 Commission Set up commission plans for salespeople and account managers, let Tenvara work out each person's monthly statement from what they sold, approve statements through approvals and pay them with the payroll export.
15. 15 Customer sign-offs Ask a customer's director, owner or data protection officer to read and sign a decision in the portal, such as a declined recommendation, a new AI tool or an accepted risk, then track it, renew it and keep the signed certificate.
16. 16 Supplier contracts Record what you resell from suppliers, such as phone systems, broadband, leased lines and hosting, with notice deadlines and renewals worked out for you, a renewals calendar, a CSV or Excel import, billing on the customer's invoices and alerts.
17. 17 Supplier price changes and passing them on Record a supplier's price change from its date, set yearly price rules such as CPI plus 3.9% every April with a floor and a cap, see what each rise does to your margin, and pass it on to the customer by email or with a quote.
18. 18 My sales day and activities Log calls, meetings, emails, notes and tasks on leads, contacts, customers and deals, read one timeline per record, and work through every sales task due on My sales day.
19. 19 My mailbox and sales email Connect your own Microsoft 365 mailbox so emails and meetings with contacts and leads land on their timelines, send sales email from your own mailbox with templates, tracking and a booking link, and keep it all out of the service desk.
20. 20 Lead scoring, assignment and the board Score every lead on how well it fits and how engaged it is, share new leads and enquiries out by rules, and move leads through your statuses on the leads board.
21. 21 Marketing: consent, lists and attribution Keep a consent record for every contact and lead, a suppression list nobody is ever marketed to, marketing lists that leave out people without consent, and campaigns with attribution from source to won monthly recurring revenue.
22. 22 Newsletters Design a branded email in blocks, send it to a marketing list now or at a time, reach only the people who may be sent marketing, and see opens, clicks and unsubscribes.
23. 23 Sequences Follow up with emails, calls and tasks a few working days apart, sent from your own mailbox, that stop by themselves when the person replies, books a meeting or unsubscribes.
24. 24 Account management Get opportunities suggested from what Tenvara already knows about each customer, see which of your services each customer does not take, keep account plans for key accounts, and turn recommendations into deals in one click.
25. 25 Forecast and sales reports Read the forecast with commit, best case and pipeline, make the manager's call on each deal against company, team and personal targets, see where deals stall, and run the Monday sales meeting from one dashboard and the report builder.
26. 26 The Outlook add-in Deploy the Tenvara add-in to your salespeople's Outlook, so from the email they are reading they see the sender's contact, lead, company and deals, log the email, and add a lead or a task.
27. 27 Is it legally binding? What the law says about signing proposals, service agreements and sign-offs electronically, the levels of electronic signature, and what Tenvara records so each signature is an advanced electronic signature.