A new app to manage subscription and recurring contract

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21. RECURRING REVENUE REPORTING

22. RECURRING REVENUE REPORTING

23. Demo

24. Conclusions

26. Questions

20. Recurring Revenue Reporting

1. A new app to manage subscription and recurring contract Damien Bouvy, R&D Developper

5. Salesman Process Flow Setting things up and contacting customers

13. Customer Process Flow Well , that was easy .

15. CUSTOMER PROCESS FLOW Get Quotation Discuss Accept & Pay Manage

16. CUSTOMER PROCESS FLOW Get Quotation Discuss Accept & Pay Manage

17. CUSTOMER PROCESS FLOW Get Quotation Discuss Accept & Pay Manage

18. CUSTOMER PROCESS FLOW Get Quotation Discuss Accept & Pay Manage

19. CUSTOMER PROCESS FLOW Get Quotation Discuss Accept & Pay Manage

14. CUSTOMER PROCESS FLOW Get Quotation Discuss Accept & Pay Manage Contract

7. SALESMAN PROCESS FLOW Products & Assets Cat. Contract Templates Quotation Templates Send Quotes Manage

12. SALESMAN PROCESS FLOW Products & Assets Cat. Contract Templates Quotation Templates Send Quotes Manage

11. SALESMAN PROCESS FLOW Products & Assets Cat. Contract Templates Quotation Templates Send Quotes Manage Automatic creation

8. SALESMAN PROCESS FLOW Products & Assets Cat. Contract Templates Quotation Templates Send Quotes Manage Set this to your template

2. SUMMARY Features 1 Context 2 Salesman & Customer Process Flow 3 Recurring Revenue Reporting 4 Demo 5 Conclusion 6

6. SALESMAN PROCESS FLOW Contract Templates Products ( Asset Categories ) Quotation Templates Send Quotes Manage Contracts Analyze Perfs Setting things up

27. Odoo sales@odoo.com +32 (0) 2 290 34 90 www.odoo.com R&D and services office Chaussée de Namur 40 B - 1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B - 1160 Brussels Thank You

9. SALESMAN PROCESS FLOW Products & Assets Cat. Contract Templates Quotation Templates Send Quotes Manage Set this to your template ... and these get filled in

4. Context Bean’s: Coffee - as - a - Service Bean’s sells coffee on a classic e - commerce platform as well as coffee subscription service. Let’s have a look at the sales process and from the salesman and the customer point of views .

10. SALESMAN PROCESS FLOW Products & Assets Cat. Contract Templates Quotation Templates Send Quotes Manage Set this to your template No contract yet ... and these get filled in

3. INTRO Contract management made easy !  Subscriptions , Prepaid , Regular  Clean View  Frontend subscription management  Beautiful reporting  KPI  Forecast  Salesman dashboard

25. FEATURES o Contract Templates o Mandatory and optional lines ( with access rights mngmt ) o Control what customers can or can’t do o Automatic contract creation o Contract renewals o Automatic payments (with invoice reconciliation) o Customer access o Add / remove options o Close contract o Change credit card o Recurring Revenue Reporting o Salesman dashboard o KPI o Forecasting o And more...

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