Demand app
The demand App allows you to manage: customers, briefs, proposals, orders, subscriptions, invoices, deals and price lists
Click on "Demand" icon
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
Fill in the required and optional fields, as for example: name, surname, email, mobile number
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.
The customer 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
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
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.
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
Create a brief
Click on “create” button to proceed
Manage your brief section from the tab menu in the left side
Manage your briefs by clicking on the menu next to the name
Create a proposal
Click on proposals and then on “+” button on the bottom right
Fill in the required fields and select the customer you want to connect with your brief
Choose your currency
Click on "create proposal" button to proceed
Manage your Proposal section from the tab menu
in the left side
The proposal has been created successfully
Manage your proposals by clicking on the menu next to the name
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
Fill in the required fields of your Invoice
Attach your document and then click on “create” button
The invoice has been successfully created
Manage your Invoices by clicking on the menu next to the name
Manage your subscription
Manage your subscription by clicking on the options menu
Manage your projects
When a quote is approved it is consequently moved to the orders section and a project card is created automatically
You can also create cards that has not been associated to any of your orders
The card has been created
Visualize your deals
Click on deals and then on the “+” button on the bottom right of your screen
Create your board: - Insert the name of the board - choose public or private - click on “create board” to proceed
Create your card: insert the name of the card and then click on “Ok” to finish
Manage cards’ option, for example: add user, description, priority, budget
The “deals” board has been successfully created
Visualize your price lists
Click on the "price list" button on the left side menu and then on “+” button to create your price list
Click on “end user price list” to add a news price list
Set the price Lists’ options and then on “proceed”
Click on the “+” button to add a service
Click on “add service” button
Set the services’ options
Set the price and then on “save” button to finalize
Your service has been successfully added. Repeat all steps to create more services
Your price list has been successfully added
