{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"ide-for-att-konfigurera-sandningen-av-dina-offerter","status":"publish","type":"post","link":"https:\/\/masterbase.com\/sv\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"Id\u00e9 f\u00f6r att konfigurera s\u00e4ndningen av dina offerter"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tAtt uppge en produkt eller tj\u00e4nst \u00e4r kanske en av de vanligaste och mest \u00f6vergripande handlingarna, i privatlivet n\u00e4r vi beh\u00f6ver utf\u00f6ra en reparation i hemmet eller av en apparat, eller i yrkeslivet n\u00e4r vi ska upphandla en tj\u00e4nst.\n\nDetta inneb\u00e4r att det alltid kommer att finnas n\u00e5gon som beh\u00f6ver en offert. F\u00f6r att tillgodose detta behov och oavsett f\u00f6retagets storlek m\u00e5ste du ha en snabb och effektiv mekanism f\u00f6r att leverera de offerter som din publik beh\u00f6ver.\n\nI MasterBase\u00ae kan du automatisera s\u00e4ndning och sp\u00e5rning av dina befintliga offerter, som du kan skapa fr\u00e5n en mall. Varje skapare kan anpassa mallen s\u00e5 att den passar deras m\u00e5l. L\u00e5t oss granska ett av de m\u00e5nga alternativen nedan.\n

Ett s\u00e4tt att konfigurera den i MasterBase\u00ae.<\/h3>\nDet f\u00f6rsta man b\u00f6r t\u00e4nka p\u00e5 \u00e4r att MasterBase\u00ae har gr\u00e4nssnitt som kallas Wizards, som underl\u00e4ttar konfigurationen av formul\u00e4rvyer, tabeller och accesspunkter och g\u00f6r det m\u00f6jligt att anv\u00e4nda verktyg i automatiserade processer. P\u00e5 s\u00e5 s\u00e4tt beh\u00f6ver du inte vara en digital expert f\u00f6r att konfigurera dina l\u00f6sningar.\n\nI det h\u00e4r exemplet antar vi att vi redan har v\u00e5r offert i PDF-format och att det enda vi beh\u00f6ver g\u00f6ra \u00e4r att skicka den till kunderna och f\u00f6lja upp den.\n\nS\u00e5 vad vi beh\u00f6ver \u00e4r:\n
    \n \t
  1. Anv\u00e4nd guiden FormBuilder f\u00f6r att skapa ett inmatningsformul\u00e4r d\u00e4r vi kan ladda upp offerten och uppgifterna om de mottagande kunderna. Formul\u00e4ret kan t.ex. inneh\u00e5lla f\u00e4lt som offertnummer, detalj, leveransdatum, namn, mottagarens e-postadress osv.<\/li>\n \t
  2. Koppla formul\u00e4ret till en databas f\u00f6r att lagra varje transaktion. Anslutningen g\u00f6rs med hj\u00e4lp av databasens apikey eller l\u00f6senord.<\/li>\n \t
  3. I GridForm-guiden konfigurerar du en tabell som visar alla transaktioner, dvs. offerter med de f\u00e4lt som vi har definierat i formul\u00e4ret. Med hj\u00e4lp av guiden kan du best\u00e4mma vilka f\u00e4lt du vill se och i vilken ordning. F\u00f6r att h\u00e5lla ihop allt anv\u00e4nder tabellen ocks\u00e5 apikey f\u00f6r samma databas som angavs i formul\u00e4ret.<\/li>\n \t
  4. Skapa \u00e5tkomstpunkter f\u00f6r att visualisera inloggningsformul\u00e4ret och tabellen med alla transaktioner, vilket vi g\u00f6r i ikonguiden, d\u00e4r vi kan v\u00e4lja f\u00e4rger, bild och fastst\u00e4lla f\u00f6rh\u00e5llandet mellan formul\u00e4rvyn i punkt 1 och tabellen i punkt 3. Sedan kan vi ge \u00e5tkomst till de personer som vi vill ska anv\u00e4nda den h\u00e4r l\u00f6sningen f\u00f6r att skicka offerter. Till exempel till hela s\u00e4ljteamet p\u00e5 ett f\u00f6retag.\n

    L\u00e5t oss automatisera processen<\/h3>\nVi har redan de n\u00f6dv\u00e4ndiga elementen f\u00f6r att i detalj s\u00e4tta upp processen s\u00e5 att automaterna kan g\u00f6ra jobbet \u00e5t oss.<\/li>\n \t
  5. Processen m\u00e5ste inledas med identifiering av anv\u00e4ndarkontot, dess dom\u00e4n och apikey f\u00f6r den databas d\u00e4r alla transaktioner kommer att lagras. Detta g\u00f6rs med hj\u00e4lp av verktyget SmartData.<\/li>\n \t
  6. Sedan m\u00e5ste vi konfigurera mottagandet av en ny post, dvs. en offert som laddas upp till v\u00e5rt formul\u00e4r. F\u00f6r detta anv\u00e4nder vi RDS-verktyget, som \u00e4r speciellt utformat f\u00f6r MasterBase\u00ae-databaser.<\/li>\n \t
  7. Nu n\u00e4r vi har registreringen m\u00e5ste vi skicka den med en anpassad e-posttext och offerten som en bifogad fil. F\u00f6r att g\u00f6ra detta m\u00e5ste vi anv\u00e4nda tv\u00e5 verktyg. F\u00f6rst, med Download, letar vi efter den HTML som vi ska anv\u00e4nda som e-posttexten, och med UniqueMail anpassar vi den och skickar den med offerten bifogad i PDF-format.\n

    Hur kan denna l\u00f6sning v\u00e4xa?<\/h3>\nTack vare flexibiliteten hos MasterBase\u00ae och Configware kan processer och l\u00f6sningar v\u00e4xa, f\u00f6rb\u00e4ttras eller modifieras utan att man beh\u00f6ver b\u00f6rja om fr\u00e5n b\u00f6rjan. Med hj\u00e4lp av allt ovan kan vi skicka en befintlig offert till en kund. Men vi skulle kunna g\u00e5 \u00e4nnu djupare och automatisera \u00e4nnu mer genom att skapa offerten i samma process och utl\u00f6sa ett nytt utskick om vi uppt\u00e4cker att v\u00e5rt e-postmeddelande inte har \u00f6ppnats.\n

    F\u00f6rberedelse och uppf\u00f6ljning av offerter<\/h3>\n<\/li>\n \t
  8. Vi kan be en webbdesigner att skapa en HTML-mall med utformningen av v\u00e5r offert. Med det \u00e4r det enda som \u00e5terst\u00e5r att g\u00f6ra att ange s\u00f6kv\u00e4garna med formul\u00e4rf\u00e4lten i mallen s\u00e5 att automaterna kan g\u00f6ra arbetet med att slutf\u00f6ra offerten. Samma f\u00e4lt som i formul\u00e4ret: offertnummer, detalj, avs\u00e4ndningsdatum, namn, mottagarens e-post osv.<\/li>\n \t
  9. Vi kan konfigurera en specifik process s\u00e5 att automaterna tilldelar varje ny offert ett korrelerande nummer.<\/li>\n \t
  10. F\u00f6r att s\u00e4kerst\u00e4lla en adekvat uppf\u00f6ljning kan vi st\u00e4lla in en process s\u00e5 att automaterna skickar offerten p\u00e5 nytt den tredje dagen, f\u00f6rutsatt att den inte har \u00f6ppnats av mottagaren. \u00c5terutskicket kan konfigureras s\u00e5 m\u00e5nga g\u00e5nger som vi anser vara n\u00f6dv\u00e4ndigt, \u00e4ven med en annan HTML \u00e4n vid det f\u00f6rsta utskicket, s\u00e5 att vi kan uppn\u00e5 ett b\u00e4ttre resultat.<\/li>\n<\/ol>\nDet h\u00e4r \u00e4r bara ytterligare en id\u00e9 och ett exempel p\u00e5 allt du kan skapa med hj\u00e4lp av MasterBase\u00ae, dess verktyg och de automater som fungerar f\u00f6r dig. Vi inbjuder dig att ge dina id\u00e9er en digital form.\n\n \n\n\"\"<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
    \n\t\t\t\t
    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"videoskapare\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Att best\u00e4lla en produkt eller tj\u00e4nst \u00e4r kanske en av de vanligaste och mest \u00f6vergripande \u00e5tg\u00e4rderna, i privatlivet n\u00e4r vi beh\u00f6ver utf\u00f6ra en reparation i hemmet eller av en apparat, eller i yrkeslivet f\u00f6r att best\u00e4lla en tj\u00e4nst.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1],"tags":[],"class_list":["post-6869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nIdea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/masterbase.com\/sv\/ide-for-att-konfigurera-sandningen-av-dina-offerter\/masterbas\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Idea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae\" \/>\n<meta property=\"og:description\" content=\"Cotizar un producto o servicio es quiz\u00e1 una de las acciones m\u00e1s frecuentes y transversales, en la vida personal cuando necesitamos realizar alg\u00fan arreglo en la casa o en alg\u00fan artefacto, o profesionalmente para contratar alg\u00fan servicio.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/masterbase.com\/sv\/ide-for-att-konfigurera-sandningen-av-dina-offerter\/masterbas\/\" 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