Autotask Toolkit

v 2.21.0 PROD

Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Van de Velde Packaging – Wormer (1566JN11)
Aangemaakt
2023-09-29
Gesloten
2023-10-09

Beschrijving

De klant heeft in overleg met Rene Koopman telefonisch akkoord gegeven voor de levering van 2 extra Connect Essentilas licenties en een 10-nummerblok. Zie mail van de bevestiging in de map getekende documenten Tijdens oplevering zijn er te weinig licenties opgegeven door de klant. 2 CONNECT Essentials licentie 15,00 = 30,00 2 Gebruikersondersteuning & support per gebruiker 1,80 = 3,60 10 Telefoonnummers (opeenvolgende nummers) 0,50 = 5,00 ---------------------------------------------------------------------------------------------------------------- Tijdens oplevering UB geconstateerd dat er te weinig licenties zijn voor de gebruikers Rene komt 2 licenties met 2 nummers te kort.

Primary quote

Naam
#1373 — Veerkarton - Aanvraag 2 extra Essentials en 2 nummers
Effectief vanaf
2023-09-28
Vervaldatum
2023-10-29

Maandelijkse items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service - Support per gebruiker
2x 1,80 per gebruiker 60 maanden Comfort SLA 		Product 60 € 3,60 € 216,00
2 Telefonie - Connect Essentials
2 x Connect Essentials 15,- per stuk per maand 60 maanden 		Product 60 € 30,00 € 1.800,00
3 Telefonie - Telefoonnummers
1x 10 nummerblok 0,50 per nummer 60 maanden. 		Product 60 € 5,00 € 300,00
Subtotaal € 2.316,00
Totaal offerte (excl. BTW) € 2.316,00
  • 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 (9)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-09 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
2023-10-09 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
2023-10-09 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
2023-10-09 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Total Revenue=2316 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=02-10-2023 Opportunity Owner=Waldram, Jeroen Status=Closed
2023-10-09 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Total Revenue=2316 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=02-10-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-10-09 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Total Revenue=2316 Changed Probability from 50% to 100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=02-10-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-29 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Total Revenue=2316 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-09-2023 to 02-10-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-29 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=29-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-29 Opportunity Update Jeroen Waldram New Opportunity: None, Veerkarton - Aanvraag 2 extra Essentials en 2 nummers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=29-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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