Autotask Toolkit

v 2.21.0 PROD

W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Welkin and Meraki SA (L-2330148-150)
Aangemaakt
2022-05-10
Gesloten
2022-05-18

Beschrijving

Akkoord ontvangen voor het activeren van 2 ACR users t.b.v. recording. Inkoop Xima eenmalig: XPS-INS02 Xima Professional Services: Recording Ports Installation USD 250.00 Maandelijks- Opex Chronicall Plus - 2 x $4.15 = $ 8,30 per maand 2 x Chronical Plus Basic license, recording library 20,00 = 40,00 1 x Chronical ACR Instance 65,00 = 65,00 1 x Recording server 65,00 = 65,00 Totaal 170,- per maand Eenmalig professional services €1.125,00 Bestaat uit 8 uur engineering x 100,- = € 800,00 en € 325 voor de inkoop van de Xima Professional Services: Recording Ports Installation USD 250.00 Facturatie We are good to proceed with this project, please find attached following po numbers: • PO2022050077 for the one-off PM fee == 1125 euros • RPO2022050078 for the recurring fee (2 users + ACR instance + recording server) == 170 euros monthly Please also note that the following offer should be invoiced to our Faubourg site, Here are admin details: WELKIN AND MERAKI PARIS ARR. 8TH FAUBOURG EURL 37-39 RUE DE SURÈNE, 75008 PARIS FR37851877159 SIRET : 851 877 159 00018 W&M Faubourg heeft een klant die voor 2 gebruikers recording wil. Dit is noodzakelijk en zal snel geïmplementeerd moeten worden. Afgesproken is dat we maximaal 2 weken de gesprekken bewaren en dat de klant zelf via een portal de gesprekken moet downloaden.

Primary quote

Naam
#970 — W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers
Effectief vanaf
2022-05-17
Vervaldatum
2022-06-18

Maandelijkse items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
Chronical Plus Basic license, recording library 		Product 12 € 40,00 € 480,00
2 Telefonie
Chronical ACR Instance 		Product 12 € 65,00 € 780,00
3 Telefonie
Recording server 		Product 12 € 65,00 € 780,00
Subtotaal € 2.040,00

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 8 € 100,00 € 780,00
2 Telefonie
Inkoop Xima Professional Services: Recording Ports Installation USD 250.00 		Product 1 € 325,00 € 325,00
Subtotaal € 1.105,00
Totaal offerte (excl. BTW) € 3.145,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-23 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=3145 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Closed
2022-05-18 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-05-18 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=3165 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-18 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Jeroen Waldram
2022-05-18 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-05-18 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=3165 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-18 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=0 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-10 Opportunity Update Jeroen Waldram New Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "description": "Akkoord ontvangen voor het activeren van 2 ACR users t.b.v. recording.\nInkoop Xima \neenmalig:\nXPS-INS02 Xima Professional Services: Recording Ports Installation USD 250.00 \n \nMaandelijks- Opex \nChronicall Plus - 2 x $4.15 = $ 8,30 per maand\n\n2 x Chronical Plus Basic license, recording library 20,00 = 40,00\n1 x Chronical ACR Instance 65,00 = 65,00\n1 x Recording server 65,00 = 65,00\nTotaal 170,- per maand\n\nEenmalig professional services  €1.125,00\nBestaat uit 8 uur engineering  x 100,- = € 800,00 en € 325 voor de inkoop van de Xima Professional Services: Recording Ports Installation USD 250.00\n\nFacturatie\nWe are good to proceed with this project, please find attached following po numbers:\n• PO2022050077 for the one-off PM fee == 1125 euros\n• RPO2022050078 for the recurring fee (2 users + ACR instance + recording server) == 170 euros monthly\n\nPlease also note that the following offer should be invoiced to our Faubourg site,\n\nHere are admin details:\nWELKIN AND MERAKI PARIS ARR. 8TH FAUBOURG EURL 37-39 RUE DE SURÈNE, 75008 PARIS FR37851877159 SIRET : 851 877 159 00018\n\n\n\n\n\nW&M Faubourg heeft een klant die voor 2 gebruikers recording wil. Dit is noodzakelijk en zal snel geïmplementeerd moeten worden.\nAfgesproken is dat we maximaal 2 weken de gesprekken bewaren en dat de klant zelf via een portal de gesprekken moet downloaden.",
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