C2c Support page for the new version 2019

Click the „Create new offer“ offer tab on the „Offers“ -screen and select the customer or write the details in.

Then name the offer and select a Template to be used.  Then edit the content of the offer. Here you can modify the offer and pricing before sending it.

Send the offer by clicking To sending or Preview at the bottom of the page. You can modify the text that appears in the e-mail that the customer receives in this view. Here you also see how the offer looks at the customers end and you can make sure every information is correct on the offer. 

Then click on Send offer and confirm the sending. 

Go to „Templates“ then click on „Create new template“ or click Edit on an existing Template. Then create Blocks and select the fonts you want to use, the logo and pictures, the color of the background and the color for the texts. Then drag the Blocks to your Template. 

Add users by selecting the settings for your account under your username in the top right corner when logged in, then select users and click on Add new user.

Note that you can only add users if you are an admin or entrepreneur.

You can select the user to be an Entrepreneur (the Entrepreneur can manage everything on the account and see all the offers made from the companies account), an Admin (an Admin can manage everything on the account but see only the offers the admin has made) or a Sales person (the Sales person only see the offers the sales person has made and can not modify the Templates or Blocks).

You can have several of all the user levels in your company. 

Open the Templates -section and click „Manage Blocks“. Then click „New dynamic block“ or edit the existing blocks. 

First name your new Block. Then add content to the block by clicking Add new content type. You can select from a large variety of content for your block. When adding pictures to your block you have to type in how wide and high the picture appears on the offer. For example the Max width could be 600 pixels and the Max height can be 300 as a starting point. You can test it and modify the blocks later to make the offers look the way you would like them to.