Autotask Toolkit

v 2.21.0 PROD

Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
FD Mediagroep (1097BL173)
Aangemaakt
2021-11-17
Gesloten
2022-03-15

Beschrijving

In de Scantalk oplossing zitten te weinig licentie ten opzichte van het aantal database records in de IP Office. Hierdoor is er een uitbreiding van de Scantalk licenties nodig en daar hebben wij het akkoord voor ontvangen. Getekende opdracht staat in de map Getekende documenten. Inkoop bij Scantalk, offerte staat in de map Inkoop. Facturatie: 100% bij oplevering werkzaamheden (zie akkoord van Richard in de opportunity map). Service: Jessica informeren over het service supplement, zoals beschreven in de offerte.

Primary quote

Naam
#839 — Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte)
Effectief vanaf
2021-11-16
Vervaldatum
2021-11-30

Maandelijkse items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Supplement Scantalk software support per maand 63,35 		Product 60 € 63,35 € 3.801,00
Subtotaal € 3.801,00

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 2 € 115,00 € 230,00
2 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 3.800,00 € 2.270,00
Subtotaal € 2.500,00
Totaal offerte (excl. BTW) € 6.301,00
  • 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
2022-03-15 General Frank Lunstroo 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 Frank Lunstroo
2022-03-15 General Frank Lunstroo 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 Frank Lunstroo
2022-03-15 General Frank Lunstroo 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 Frank Lunstroo
2022-03-15 Opportunity Update Frank Lunstroo Opportunity: None, Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Total Revenue=6301 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=15-03-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-03-15 Opportunity Update Frank Lunstroo Opportunity: None, Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Total Revenue=6301 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 30-11-2021 to 15-03-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-03-15 Opportunity Update Frank Lunstroo Opportunity: None, Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Total Revenue=6301 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=30-11-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2022-03-15 Opportunity Update Frank Lunstroo Opportunity: None, Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Total Revenue=6130 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=30-11-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2022-03-15 Opportunity Update Frank Lunstroo Opportunity: None, Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Total Revenue=6130 Changed Probability from 95% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=30-11-2021 Changed Opportunity Owner from Boer, Thijs de to Lunstroo, Frank Status=Active
2021-11-17 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte) Total Revenue=0 Probability=95% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 6301.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-03-15T00:00:00.000Z",
  "companyID": 265,
  "contactID": 30683141,
  "cost": 0.0,
  "createDate": "2021-11-17T08:23:48.670Z",
  "creatorResourceID": 29682909,
  "description": "In de Scantalk oplossing zitten te weinig licentie ten opzichte van het aantal database records in de IP Office.\n\nHierdoor is er een uitbreiding van de Scantalk licenties nodig en daar hebben wij het akkoord voor ontvangen.\n\nGetekende opdracht staat in de map Getekende documenten.\n\nInkoop bij Scantalk, offerte staat in de map Inkoop.\n\nFacturatie: 100% bij oplevering werkzaamheden (zie akkoord van Richard in de opportunity map).\n\nService: Jessica informeren over het service supplement, zoals beschreven in de offerte.",
  "helpNeeded": "",
  "id": 918,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-03-15T13:27:58.620Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 3801.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2500.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-03-15T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2021-11-17T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Aanvullende Scantalk licenties + Vervangende SLA prijs (t.o.v. project offerte)",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}