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Solutions - Request an offer, Sale

We can use the form option on the website to place a request for proposal form or request other information in the same way.

01

Create a form

Once all the fields in your form have been filled in and the first fills have been received, you can click on the name of the form to see the responses received. If the required fields are included in the form, you can generate a lead or ticket from it. In order to generate a ticket and/or a lead from a fill in a form, the form must have 2 mandatory fields with a fixed name: "E-mail address" and "Comment". In addition, the form can have "Phone number" and "Full name" fields, which will help you to automatically add the details of the new contact created based on the email received from the form. If you do not already have such a contact in your system, you can assign the appropriate contact person after automatic upload.
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02

Customization

You can organise the form according to the information that is important to you, or you can offer options next to the fields to fill in (for example, whether you want a 1 or 2-hour consultation). You can also specify fillable text boxes to request longer content. If you need a CV or some other material to upload, you can also request it by inserting a file attachment field.
03

Additional informations

In addition to the ticket and lead, you can also create a task from the offer, which can be issued to the employee immediately. You can also create an offer. The products and services included in the offer can all be managed in the product manager, which is part of the project management system and can be linked to the webshop. The product manager has all the capability needed to manage products, such as: stock, receiving. The pdf that goes out as an offer fits the company's image and once created, you can see immediately the format it goes out in. Once accepted, it will be placed in the orders section, from where it can be used to issue a project and a worksheet. Several individual forms can be created independently of each other.
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About Us

Since its establishment in 2008, Fehér Rendszerház Informatikai Kft. has been confidently developing and representing expertise and reliability in IT.

We are always flexible regarding our partners' needs and consult them throughout the entire work process. So if you're in the early stages of planning, we can offer you the solutions you need, based on our experience and tailored to your needs.

We are currently using the Project Management System, the benefits of which are detailed in the menu items on this page. That's why we have a lot of experience to share with you about actual practical use.

In many situations, we need to be able to work well together even when we are not doing our work from the same place. If you want to bring this stability and flexibility to your business, contact us!

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Opening hours

You can find our contact details below

Telephone: +36 70 360 2777

Email: info@projectsystem.eu

Opening hours: 

Monday - Thursday: 09:30-17:30

Friday: 09:30-16:30

 

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