{"id":27183,"date":"2020-03-26T14:41:46","date_gmt":"2020-03-26T13:41:46","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=27183"},"modified":"2025-11-18T11:02:12","modified_gmt":"2025-11-18T10:02:12","slug":"oferte","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/oferte\/","title":{"rendered":"Oferte"},"content":{"rendered":"<div class=\"alert alert-info\" style=\"text-align: justify;\"><strong>Not\u0103 important\u0103<\/strong>: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, proformelor, ofertelor \u0219i avizelor iar acestea nu pot fi modificate.<\/div>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/zrLndU-cVRw?si=IKGfq_eVn3BMn0T_\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3 style=\"text-align: justify;\">Emiterea unei oferte<\/h3>\n<p style=\"text-align: justify;\">Pentru a emite o ofert\u0103 apas\u0103 pe butonul <em>Card nou\u00a0<\/em>\u0219i alege op\u021biunea\u00a0<em>Ofert\u0103 nou\u0103<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45125 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12.png\" alt=\"\" width=\"2396\" height=\"1326\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12-300x166.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12-1024x567.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12-768x425.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12-1536x850.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.12.12-2048x1133.png 2048w\" sizes=\"auto, (max-width: 2396px) 100vw, 2396px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Modific\u0103 detaliile ofertei (moneda sau limba de afi\u0219are) \u0219i d\u0103 click pe butonul <em>Adaug\u0103<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45128 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00.png\" alt=\"\" width=\"2424\" height=\"1318\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00-1024x557.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00-1536x835.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.00-2048x1114.png 2048w\" sizes=\"auto, (max-width: 2424px) 100vw, 2424px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Adaug\u0103 apoi elementele pe care vrei s\u0103 le con\u021bin\u0103 oferta (articole sau servicii).<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45131 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20.png\" alt=\"\" width=\"2402\" height=\"1324\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20-1024x564.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20-768x423.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20-1536x847.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.20-2048x1129.png 2048w\" sizes=\"auto, (max-width: 2402px) 100vw, 2402px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Po\u021bi alege s\u0103 adaugi elementele pe r\u00e2nd sau, dac\u0103 ai un fi\u0219ier cu toate articolele, le po\u021bi importa \u00een mas\u0103.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45134 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55.png\" alt=\"\" width=\"2386\" height=\"1320\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55-300x166.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55-1024x567.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55-768x425.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55-1536x850.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.13.55-2048x1133.png 2048w\" sizes=\"auto, (max-width: 2386px) 100vw, 2386px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Po\u021bi g\u0103si mai multe detalii despre aceast\u0103 opera\u021biune consult\u00e2nd <a href=\"..\/import-de-articole-in-masa-pe-factura\">pagina dedicat\u0103<\/a>.<\/p>\n<p style=\"text-align: justify;\">Dup\u0103 ad\u0103ugarea elementelor, po\u021bi genera oferta ap\u0103s\u00e2nd butonul <em>Emitere<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45137 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41.png\" alt=\"\" width=\"2400\" height=\"1322\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41-1024x564.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41-768x423.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41-1536x846.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.14.41-2048x1128.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/a><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Dup\u0103 emitere, po\u021bi modifica oferta \u00eens\u0103 va fi nevoie s\u0103 ape\u0219i din nou butonul\u00a0<em>Emitere<\/em> pentru a genera documentul cu ultimele modific\u0103ri f\u0103cute.<\/div>\n<div style=\"text-align: justify;\">Se va genera documentul \u0219i este posibil s\u0103 emi\u021bi sau s\u0103 emi\u021bi \u0219i s\u0103 \u0219i trimi\u021bi oferta (dac\u0103 contactul are o adres\u0103 de email setat\u0103).<\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45140 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21.png\" alt=\"\" width=\"2424\" height=\"1312\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21-300x162.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21-1024x554.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21-768x416.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21-1536x831.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.21-2048x1108.png 2048w\" sizes=\"auto, (max-width: 2424px) 100vw, 2424px\" \/><\/a><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Dup\u0103 ce ai confirmat emiterea, se va genera forma final\u0103 a documentului.<\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45149 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1.png\" alt=\"\" width=\"2416\" height=\"1316\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1-1536x837.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.15.51-1-2048x1116.png 2048w\" sizes=\"auto, (max-width: 2416px) 100vw, 2416px\" \/><\/a><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Dup\u0103 generarea documentului po\u021bi modifca statusul ofertei \u00een func\u021bie de situa\u021bie.<\/div>\n<div style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45152 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1.png\" alt=\"\" width=\"2400\" height=\"1322\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1-1024x564.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1-768x423.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1-1536x846.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.19-1-2048x1128.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/a><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Dac\u0103 ai nevoie, po\u021bi modifica statusurile acestui produs conform instruc\u021biunilor de pe <a href=\"..\/configurarea-pipeline-ului\">pagina dedicat\u0103<\/a>.<\/div>\n<div><\/div>\n<div>\n<h3 style=\"text-align: justify;\">Emiterea unei oferte pe baza unui \u0219ablon<\/h3>\n<\/div>\n<p>Dac\u0103 ai nevoie s\u0103 emi\u021bi mai multe tipuri de oferte (difer\u0103 formatul, datele emitentului, etc.), po\u021bi utiliza func\u021bia de emitere a ofertei pe baza unui \u0219ablon din sistem.<\/p>\n<p>Func\u021bia este disponibil\u0103 acces\u00e2nd s\u0103geata de l\u00e2ng\u0103 butonul \u201eEmitere\u201d, apoi op\u021biunea \u201eIssue via template\u201d. Dupa accesare se vor afi\u0219a toate \u0219abloanele de document \u00eenc\u0103rcate \u00een sistem \u0219i vei putea alege cel potrivit pentru tine.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45155 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58.png\" alt=\"\" width=\"2388\" height=\"1322\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58-300x166.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58-1024x567.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58-768x425.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58-1536x850.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.16.58-2048x1134.png 2048w\" sizes=\"auto, (max-width: 2388px) 100vw, 2388px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45158 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38.png\" alt=\"\" width=\"2420\" height=\"1316\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38-1024x557.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38-1536x835.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.38-2048x1114.png 2048w\" sizes=\"auto, (max-width: 2420px) 100vw, 2420px\" \/><\/a><\/p>\n<p>\u00cen continuare procesul este acela\u0219i cu cel descris mai sus.<\/p>\n<p>Trebuie re\u021binut faptul c\u0103 selec\u021bia de aici este valabil\u0103 DOAR pentru oferta actual\u0103. Dac\u0103 dore\u0219ti s\u0103 setezi un \u0219ablon permanent, va trebui s\u0103 o faci din <a href=\"https:\/\/www.minicrm.ro\/help\/setarile-sistemului\/#anchor-3\" target=\"_blank\" rel=\"noopener\">set\u0103rile produsului<\/a>.<\/p>\n<div><\/div>\n<div style=\"text-align: justify;\">\n<h3 style=\"text-align: justify;\">Modificarea numelui cardului de ofert\u0103<\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 ai nevoie s\u0103 modifici numele cardului facturii \u00eentr-un anumit format, po\u021bi face acest lucru duc\u00e2nd cursorul mouse-ului desupra numelui deja generat \u0219i d\u00e2nd un click. Vei putea edita \u0219i salva apoi numele \u00een formatul dorit. Aceast\u0103 op\u021biune este valabil\u0103 pentru toate produsele de tip facturare (comenzi, oferte, avize, procese verbale, etc.).<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45161 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54.png\" alt=\"\" width=\"2392\" height=\"1326\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54-300x166.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54-1024x568.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54-768x426.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54-1536x851.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.19.54-2048x1135.png 2048w\" sizes=\"auto, (max-width: 2392px) 100vw, 2392px\" \/><\/a><\/p>\n<h3 style=\"text-align: justify;\"><\/h3>\n<\/div>\n<h3 style=\"text-align: justify;\">\u0218tergerea unei oferte<\/h3>\n<div class=\"alert alert-info\" style=\"text-align: justify;\"><strong>Aten\u021bie!<\/strong> Pentru ofertele emise deja, recomand\u0103m evitarea \u0219tergerii \u0219i folosirea statusului\u00a0<em>Arhivat<\/em>.<\/div>\n<p style=\"text-align: justify;\">Po\u021bi \u0219terge ofertele de care nu mai ai nevoie sau cele gre\u0219ite folosind op\u021biunea <em>Mut\u0103 \u00een co\u0219ul de gunoi<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45164 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26.png\" alt=\"\" width=\"2396\" height=\"1318\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26-1024x563.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26-768x422.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26-1536x845.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.20.26-2048x1127.png 2048w\" sizes=\"auto, (max-width: 2396px) 100vw, 2396px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Pentru ofertele emise \u0219i pe care, din diverse motive, dore\u0219ti s\u0103 le \u0219tergi, recomand\u0103m folosirea statusului\u00a0<em>Arhivat<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45167 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08.png\" alt=\"\" width=\"2390\" height=\"1316\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08-1024x564.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08-768x423.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08-1536x846.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/03\/Screenshot-2022-12-16-at-14.21.08-2048x1128.png 2048w\" sizes=\"auto, (max-width: 2390px) 100vw, 2390px\" \/><\/a><\/p>\n<h3><\/h3>\n<h3 style=\"text-align: justify;\">Modificarea c\u00e2mpurilor folosind un formular de tip link<\/h3>\n<p style=\"text-align: justify;\">\u00cen acest produs po\u021bi profita de avantajele formularelor link, astfel \u00eenc\u00e2t \u0219i \u00een acest produs ai posibilitate s\u0103 modifici c\u00e2mpuri de pe cardul facturii\/ofertei\/avizului etc. \u00een func\u021bie de ac\u021biunea clientului din emailul trimis de tine.<\/p>\n<p style=\"text-align: justify;\">\u00cen \u0219ablonul de email folosit pentru trimiterea ofertelor ai posibilitatea de a insera un astfel de link, prin care se va putea modifica automat statusul cardului \u00een func\u021bie de alegerea clientului, de exemplu.<\/p>\n<p style=\"text-align: justify;\"><strong>Pentru a crea formular link trebuie sa ai rol de Administrator sau addon-ul Drepturile Utilizatorilor+.<\/strong><\/p>\n<p style=\"text-align: justify;\">Pentru detalii privind construc\u021bia formularului de tip link consult\u0103 <a href=\"..\/formulare\">pagina dedicat\u0103<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<h3>Alte informa\u021bii care s-ar putea s\u0103-\u021bi fie utile<\/h3>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/gestionare-produselor-si-serviciilor\/\">Gestionarea articolelor \u0219i serviciilor<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/integrare-smart-bill\/\">Sincronizarea stocului cu SmartBill<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/wp\/wp-admin\/post.php?post=35988&amp;action=edit\">Cum s\u0103-\u021bi folose\u0219ti propriul \u0219ablon pentru emiterea ofertelor?<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/generarea-de-documente\/\">Cum s\u0103 adaugi imagini \u00een cadrul ofertelor?<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/generarea-de-documente\/\">Cum s\u0103 afi\u0219ezi pre\u021burile pe servicii, separat de cele pe produse?<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/exportul-documentelor-din-modulele-de-ofertare-facturare-comenzi-aviz-de-insotire-a-marfii-fisa-de-servicii-proces-verbal-de-primire-a-marfii\/\">Cum s\u0103 expor\u021bi mai multe oferte simultan, din produsul de Ofertare?<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/minicrm-api-pentru-oferte\/\">MiniCRM API pentru oferte<\/a><\/p>\n<p><a href=\"https:\/\/www.minicrm.ro\/help\/oferte-aratoase-cu-minicrm-repede\/\">\u00centreb\u0103ri frecvente<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Not\u0103 important\u0103: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, proformelor, ofertelor \u0219i avizelor iar acestea nu pot fi modificate. Emiterea unei oferte Pentru a emite o ofert\u0103 apas\u0103 pe butonul Card nou\u00a0\u0219i alege op\u021biunea\u00a0Ofert\u0103 nou\u0103. Modific\u0103 detaliile ofertei (moneda sau limba de afi\u0219are) \u0219i d\u0103 click pe butonul Adaug\u0103. Adaug\u0103 apoi elementele pe [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2517,2515],"tags":[1383],"class_list":["post-27183","post","type-post","status-publish","format-standard","hentry","category-produse","category-produse-si-accesorii","tag-invoice-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Oferte - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Not\u0103 important\u0103: MiniCRM aloc\u0103 \u00een mod automat serii \u0219i numere facturilor, proformelor, ofertelor \u0219i avizelor iar acestea nu pot fi modificate. 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