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Documentation E-Invoice.ma

Quotation Settings

Customize your quotes: document title and automatic expiration periods.

Quick Setup

Section titled “Quick Setup”

Document Title

Section titled “Document Title”
  • Quotation: Standard for commercial activities
  • Fee Proposal: Liberal and intellectual professions

Expiration Periods

Section titled “Expiration Periods”
  • 7 days: Urgent services, volatile markets
  • 14 days: Commercial standard, optimal balance
  • 30 days: Complex projects, collective decisions

Setup

Section titled “Setup”
  1. Access: Company menu > Settings > Quotations
  2. Title: Choose according to your industry
  3. Expiration: Set according to your sales cycle

Recommendations by Industry

Section titled “Recommendations by Industry”

Liberal professions:

  • Title: “Fee Proposal”
  • Expiration: 30 days
  • Consistency: Match with “Fee Note” for invoices

B2B commerce:

  • Title: “Quotation”
  • Expiration: 14 days
  • Consistency: Match with “Invoice”

Emergency services:

  • Title: “Quotation”
  • Expiration: 7 days
  • Commercial urgency for reactive markets

Large projects:

  • Title: According to sector
  • Expiration: 30 days
  • Complex decision processes

Best Practices

Section titled “Best Practices”

Commercial Strategy

Section titled “Commercial Strategy”
  • Short periods: Increase urgency and conversion
  • Long periods: Improve client relations
  • Consistency: Same terminology for quotes/invoices

Optimal Workflow

Section titled “Optimal Workflow”
  1. Creation with automatic parameters
  2. Sending with clear expiration date
  3. Reminders before expiration
  4. Conversion to invoice if accepted
  5. Complete archiving

Troubleshooting

Section titled “Troubleshooting”

Title: Save and create a new quote Expiration: Settings apply to new quotes only Consistency: Check harmonization with invoice settings

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