{"id":39211,"date":"2022-03-18T15:01:23","date_gmt":"2022-03-18T14:01:23","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=39211"},"modified":"2025-11-18T13:35:24","modified_gmt":"2025-11-18T12:35:24","slug":"csinos-ajanlatok-minicrm-bol-gyorsan","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/csinos-ajanlatok-minicrm-bol-gyorsan\/","title":{"rendered":"Csinos aj\u00e1nlatok MiniCRM-b\u0151l GYORSAN"},"content":{"rendered":"<h2>Tartalom<\/h2>\n<h3>Tudj meg mindent az aj\u00e1nlatok elk\u00e9sz\u00edt\u00e9s\u00e9r\u0151l \u00e9s kik\u00fcld\u00e9s\u00e9r\u0151l ebb\u0151l a 8 r\u00e9szes vide\u00f3s k\u00e9pz\u00e9sb\u0151l:<\/h3>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?si=J51D-MWL4yXMWqMq&amp;list=PL0QMRW7IaEGLw6R96iYjST8Q7pYfcpct_\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42002 aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/MONTHLY-WS-THUMBS-17-300x169.png\" alt=\"Hogy.Adjak.Ajanlatot\" width=\"532\" height=\"300\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/MONTHLY-WS-THUMBS-17-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/MONTHLY-WS-THUMBS-17-1024x576.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/MONTHLY-WS-THUMBS-17-768x432.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/03\/MONTHLY-WS-THUMBS-17.png 1280w\" sizes=\"auto, (max-width: 532px) 100vw, 532px\" \/><\/h2>\n<ol>\n<li><strong>EGYSZER\u0170 AJ\u00c1NLAT<\/strong><br \/>\nKev\u00e9s param\u00e9ter eset\u00e9n adatlapi mez\u0151kb\u0151l gener\u00e1lhat\u00f3 aj\u00e1nlat. Ig\u00e9ny szerint haszn\u00e1lhatsz email sablont, vagy kor\u00e1bban haszn\u00e1lt file MiniCRM FILE sablonk\u00e9nt mentett verzi\u00f3j\u00e1t<br \/>\nEhhez seg\u00edts\u00e9g: <a href=\"https:\/\/www.minicrm.hu\/help\/chamaileon-integracio-egyedi-design-email-sablonok\/\">EMAIL SABLONOK<\/a>, <a href=\"https:\/\/www.minicrm.hu\/help\/fajl-sablonok\/\">FILE SABLONOK<\/a><\/li>\n<li><strong>SZ\u00c1MOL\u00c1ST IG\u00c9NYL\u0150 AJ\u00c1NLAT<br \/>\n<\/strong>Ha \u00f6sszetettebb sz\u00e1mol\u00e1st ig\u00e9nyel, a MiniCRM ki tudja sz\u00e1molni az eddig k\u00e9zzel vagy Excel t\u00e1bl\u00e1ban f\u00fcggv\u00e9nnyel t\u00f6rt\u00e9n\u0151 sz\u00e1mol\u00e1st. Ehhez a megold\u00e1shoz a <a href=\"https:\/\/www.minicrm.hu\/help\/fajl-sablonok\/\">FILE SABLONOK<\/a> hasznosak \u00e9s a <a href=\"https:\/\/www.minicrm.hu\/help\/magic\/\">&#8216;MEZ\u0150M\u00d3DOS\u00cdT\u00d3 AUTOMATIZMUSOK&#8217;<\/a> kieg\u00e9sz\u00edt\u0151<\/li>\n<li><strong>NAGY SZ\u00c1M\u00da ELEM EGY AJ\u00c1NLATBAN<br \/>\n<\/strong>Ha egy aj\u00e1nlatban ak\u00e1r t\u00f6bb tucat v. t\u00f6bbsz\u00e1z elem is lehet, vagy ha az aj\u00e1nlatb\u00f3l szerz\u0151d\u00e9st, teljes\u00edt\u00e9si igazol\u00e1st vagy sz\u00e1ll\u00edt\u00f3levelet is kell gener\u00e1lni, c\u00e9lszer\u0171 a <strong>Sz\u00e1ml\u00e1z\u00e1s, \u00dczleti dokumentumok + K\u00e9szletnyilv\u00e1ntart\u00e1s<\/strong> alatt el\u00e9rhet\u0151 <a href=\"https:\/\/www.minicrm.hu\/help\/bevezetes-a-szamlazoba\/\">MiniCRM sz\u00e1ml\u00e1z\u00f3<\/a> term\u00e9ket haszn\u00e1lni. Itt !tetsz\u0151leges sz\u00e1m\u00fa <a href=\"https:\/\/www.minicrm.hu\/help\/ajanlatok-letrehozasa\/\">egy\u00e9ni kialak\u00edt\u00e1s\u00fa dokumentum gener\u00e1lhat\u00f3 az aj\u00e1nlatb\u00f3l<\/a>.<\/li>\n<\/ol>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Gyakori k\u00e9rd\u00e9sek<\/a>\n<ul>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">1. Hogy lehet megoldani, hogy a MiniCRM-b\u0151l gener\u00e1lt aj\u00e1nlat kialak\u00edt\u00e1sa megegyezzen az eddig haszn\u00e1lt aj\u00e1nlat\u00e1val?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">2. Kiment az aj\u00e1nlat, \u00fcgyf\u00e9l k\u00e9r 3-szor, k\u00fcl\u00f6n-k\u00fcl\u00f6n m\u00f3dos\u00edt\u00e1sokat, mire elfogadja. Hogy k\u00fcld\u00f6k neki \u00fajat?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">3. Az aj\u00e1nlatunkat Excelben lehet csak megcsin\u00e1lni. Be tudom-e t\u00f6lteni direktben az aj\u00e1nlat k\u00e9sz\u00edt\u00e9sekor az Excelben el\u0151k\u00e9sz\u00edtett list\u00e1t?<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">4. Hogy tudok leggyorsabban az aj\u00e1nlatom t\u00e9teleivel megegyez\u0151 sz\u00e1ml\u00e1t ki\u00e1ll\u00edtani?<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">Fejleszt\u00e9si \u00f6tletek<\/a><\/li>\n<\/ul>\n<h2 id=\"anchor-1\">Gyakori k\u00e9rd\u00e9sek<\/h2>\n<h3 id=\"anchor-2\"><strong>1. Hogy lehet megoldani, hogy a MiniCRM-b\u0151l gener\u00e1lt aj\u00e1nlat kialak\u00edt\u00e1sa megegyezzen az eddig haszn\u00e1lt aj\u00e1nlat\u00e9val?<\/strong><\/h3>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/Ru0RLWraM4Q?si=J3h0w-EB0ZExVZms\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Az eddig haszn\u00e1lt aj\u00e1nlat grafikai r\u00e9sz\u00e9t be lehet m\u00e1solni a MiniCRM FILE sablonokba.<\/p>\n<p><strong>MiniCRM aj\u00e1nlat sablonok:<\/strong><\/p>\n<p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/drive.google.com\/drive\/folders\/10Htn-3O7kBhOkPFun7SG3TCqTxJSUHnK?usp=sharing\">https:\/\/drive.google.com\/drive\/folders\/10Htn-3O7kBhOkPFun7SG3TCqTxJSUHnK?usp=sharing<\/a><\/span><\/p>\n<p>Ezt k\u00f6vet\u0151en a MiniCRM S\u00fag\u00f3 oldalon l\u00e1that\u00f3 le\u00edr\u00e1s alapj\u00e1n \u00e9rdemes megn\u00e9zi, milyen adatokat tud a MiniCRM automatikusan besz\u00farni az aj\u00e1nlatba (pl. F\u0151 kontakt neve, el\u00e9rhet\u0151s\u00e9gei, stb.)<\/p>\n<p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.minicrm.hu\/help\/ajanlatok-letrehozasa\/\">https:\/\/www.minicrm.hu\/help\/ajanlatok-letrehozasa\/<\/a><\/span><\/p>\n<h3 id=\"anchor-3\"><strong>2. Kiment az aj\u00e1nlat, \u00fcgyf\u00e9l k\u00e9r 3-szor, k\u00fcl\u00f6n-k\u00fcl\u00f6n m\u00f3dos\u00edt\u00e1sokat, mire elfogadja. Hogy k\u00fcld\u00f6k neki \u00fajat?<\/strong><\/h3>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/dwGdzSebur4?si=SUBueVSNH_w0uQ-k\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p><strong>K\u00e9t vari\u00e1ci\u00f3 van:<\/strong><\/p>\n<ul>\n<li>A ki\u00e1ll\u00edtott aj\u00e1nlaton k\u00e9zzel lehet m\u00f3dos\u00edtani az elemeket. (kev\u00e9s t\u00e9teln\u00e9l m\u0171k\u00f6dhet \u00e9s egyszer\u0171bb)<\/li>\n<li>A jobb fels\u0151 sarokban l\u00e1that\u00f3 akci\u00f3gombbal kor\u00e1bbi aj\u00e1nlat alapj\u00e1n ki lehet \u00e1ll\u00edtani \u00fajat (a r\u00e9givel megegyez\u0151 tartalommal). Nagy sz\u00e1m\u00fa t\u00e9tel eset\u00e9ben ez a prefer\u00e1lt m\u00f3dszer.<\/li>\n<\/ul>\n<h3 id=\"anchor-4\"><strong>3. Az aj\u00e1nlatunkat Excelben lehet csak megcsin\u00e1lni. Be tudom-e t\u00f6lteni direktben az aj\u00e1nlat k\u00e9sz\u00edt\u00e9sekor az Excelben el\u0151k\u00e9sz\u00edtett list\u00e1t?<\/strong><\/h3>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/Mq4mWOjRaFY?si=iy31qvo6hsPZVxGm&amp;start=237\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Igen, a t\u00e1bl\u00e1zatban \u00f6sszerakott aj\u00e1nlat t\u00e9telei ki\u00e1ll\u00edt\u00e1skor bem\u00e1solhat\u00f3ak (CTRL+C\/CTRL+V) a t\u00e9telekbe, azaz nem kell k\u00e9zzel be\u00edrni azokat.<\/p>\n<h3><\/h3>\n<p>&nbsp;<\/p>\n<h3 id=\"anchor-5\"><strong>4.\u00a0Hogy tudok leggyorsabban az aj\u00e1nlatom t\u00e9teleivel megegyez\u0151 sz\u00e1ml\u00e1t ki\u00e1ll\u00edtani?<\/strong><\/h3>\n<p>K\u00f6vesd a vide\u00f3 l\u00e9p\u00e9seit:<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/dwGdzSebur4?si=LA7cK-FOmU1yb-yK&amp;start=107\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Az aj\u00e1nlatban szerepl\u0151 term\u00e9kek megjelen\u00edt\u00e9s\u00e9t a rendszer automatikusan strukt\u00far\u00e1lja (pl. F\u0151 term\u00e9k\/kieg\u00e9sz\u00edt\u0151 term\u00e9k\/Kieg\u00e9sz\u00edt\u0151 szolg\u00e1ltat\u00e1s, F\u0151 szolg\u00e1ltat\u00e1s, Kieg\u00e9sz\u00edt\u0151 szolg\u00e1ltat\u00e1s, Anyagk\u00f6lts\u00e9g, stb.)<\/strong><\/p>\n<p>Ha szeretn\u00e9l ilyet, szavazz r\u00e1 minden felhaszn\u00e1l\u00f3ddal:<br \/>\n<span style=\"text-decoration: underline;\"><a href=\"https:\/\/minicrm.nolt.io\/416\">https:\/\/minicrm.nolt.io\/416<\/a><\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tartalom Tudj meg mindent az aj\u00e1nlatok elk\u00e9sz\u00edt\u00e9s\u00e9r\u0151l \u00e9s kik\u00fcld\u00e9s\u00e9r\u0151l ebb\u0151l a 8 r\u00e9szes vide\u00f3s k\u00e9pz\u00e9sb\u0151l: \ufeff &nbsp; EGYSZER\u0170 AJ\u00c1NLAT Kev\u00e9s param\u00e9ter eset\u00e9n adatlapi mez\u0151kb\u0151l gener\u00e1lhat\u00f3 aj\u00e1nlat. Ig\u00e9ny szerint haszn\u00e1lhatsz email sablont, vagy kor\u00e1bban haszn\u00e1lt file MiniCRM FILE sablonk\u00e9nt mentett verzi\u00f3j\u00e1t Ehhez seg\u00edts\u00e9g: EMAIL SABLONOK, FILE SABLONOK SZ\u00c1MOL\u00c1ST IG\u00c9NYL\u0150 AJ\u00c1NLAT Ha \u00f6sszetettebb sz\u00e1mol\u00e1st ig\u00e9nyel, a MiniCRM [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2481,2477,2479],"tags":[2408,2396],"class_list":["post-39211","post","type-post","status-publish","format-standard","hentry","category-dokumentum-letrehozas-teteles-termekekben","category-dokumentumgeneralas","category-sablonok","tag-ajanlat","tag-keszletkezeles"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Csinos aj\u00e1nlatok MiniCRM-b\u0151l GYORSAN - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Tartalom Tudj meg mindent az aj\u00e1nlatok elk\u00e9sz\u00edt\u00e9s\u00e9r\u0151l \u00e9s kik\u00fcld\u00e9s\u00e9r\u0151l ebb\u0151l a 8 r\u00e9szes vide\u00f3s k\u00e9pz\u00e9sb\u0151l: \ufeff &nbsp; 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