Demand app

The demand App allows you to manage: customers, briefs, proposals, orders, subscriptions, invoices, deals and price lists

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Click on "Demand" icon

Demand

Add new customer

Click on "customers" and then on “+” button in the right bottom corner

Click on "add new individual" button to add a contact of an individual person

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Fill in the required and optional fields, as for example: name, surname, email, mobile number

Fill in the optional fields for Invoicing and shipping

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Use marketing settings to:
- Enable a contact to get your Newsletter. By checking this flag the user will be added into your newsletter list.
- Confirm that your contact “add as customer”. By checking this flag the user will be added into your Customer list.

The customer has been added

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In the right menu, you can find a few options: edit customers details, create briefs, proposals, orders for the selected customer, delete customer

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Add new organization

Click on the “+” button in the right bottom corner and then on “add new organization”

Fill in the required and optional fields, as for example: name, surname, email, mobile number

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Fill in the optional fields for Invoicing and shipping

Use Marketing Settings to:
- Enable a contact to get your newsletter. By checking this flag the user will be added into your newsletter list.
- Confirm that your contact “add as customer”. By checking this flag the user will be added into your customer list.

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The organization has been added

In the right menu, you can find a few options: edit customers details, create briefs, proposals, orders for the selected customer, delete customer

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Create a brief

Click on brief and then on the “+” button

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Fill in the required fields and select the customer you want to connect with your brief

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Click on “create” button to proceed

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Manage your brief section from the tab menu in the left side

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Manage your briefs by clicking on the menu next to the name

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Create a proposal

Click on proposals and then on “+” button on the bottom right

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Fill in the required fields and select the customer you want to connect with your brief

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Choose your currency

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Click on "create proposal" button to proceed

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Manage your Proposal section from the tab menu
in the left side

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The proposal has been created successfully

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Manage your proposals by clicking on the menu next to the name

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Manage your orders

When a quote is approved it is consequently moved to the orders section where you can view, edit, or turn it into an invoices

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Fill in the required fields of your Invoice


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Attach your document and then click on “create” button

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The invoice has been successfully created

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Manage your Invoices by clicking on the menu next to the name

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Manage your subscription

Manage your subscription by clicking on the options menu

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Manage your projects

When a quote is approved it is consequently moved to the orders section and a project card is created automatically

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You can also create cards that has not been associated to any of your orders

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The card has been created

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Visualize your deals

Click on deals and then on the “+” button on the bottom right of your screen

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Create your board: - Insert the name of the board - choose public or private - click on “create board” to proceed 

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Create your card: insert the name of the card and then click on “Ok” to finish

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Manage cards’ option, for example: add user, description, priority, budget

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The “deals” board has been successfully created

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Visualize your price lists

Click on the "price list" button on the left side menu and then on “+” button to create your price list

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Click on “end user price list” to add a news price list

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Set the price Lists’ options and then on “proceed”

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Click on the “+” button to add a service

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Click on “add service” button

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Set the services’ options

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Set the price and then on “save” button to finalize

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Your service has been successfully added. Repeat all steps to create more services

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Your price list has been successfully added

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