In this tab, all business documents are created.

Overview of issued offers, with follow‑up steps for processing business workflows.

Overview of recieved orders, with follow‑up steps for processing business workflows.

Overview of issued invoices with the option to download, edit, or email them directly to the customer.

Action list

Reporty

Viewing or editing the price list tree and price list items.

Overview of price lists together with the total inventory value, with reports available for download.

Contract overview

Overview of customers and contacts from the address book, with the option to edit.

Send e-mails to customers

Overview users of external applications

Roles overview

Help, explanations, and tutorials for the Flexi CRM software