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FAQ: 1.4 Offer preparation
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Are business processes, data model, and technical functions complete and integrated?
Yes, process, data and functions must be complete and integrated otherwise the system cannot work.
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It is possible to archive the offers? If yes, in which way?
Yes, the system automatically archives the generated offers but when the generated offers are older than 3 months they are automatically deleted. It is possible to modify this delay. An offer can be deleted anytime.
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Is there an automatic transfer of offers into an application?
Yes, the services provides a mechanism to forward offers to application management by verifying that all the introduced data is correct.
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Is it possible to send offers or documents via e-mail or fax without having to print the documents on paper?
Yes. The system can automatically generate a predefined content to be sent by e-mail, fax or print shops depending on the process’s task.
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Is it possible to equip the offer module with additional features that make a complete service at the point of sale?
Yes, it is possible to make documentation or additional features or external links available where and when necessary.
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