Sales Offer

A sales offer is the proposal stage between an opportunity and a formal sale agreement. It usually sets out the buyer, unit, price, payment terms, validity period, and any conditions that need to be accepted before the deal moves forward.

In a controlled sales process, offers should come from a real opportunity so the customer, unit, agent, and deal history stay connected. Once accepted, the offer can become a draft MOU or sale agreement for approval and activation.

IRM365 manages sales offers and converts accepted offers into MOUs inside Sales Offers & MOUs.