Create offers

A good offer is created in writing. It should be clear and easy to understand. In addition to the usual formalities, the offer should include all information and costs that are relevant to selling the product or providing the service. This includes, for example, time limits, payment terms and other fees.

An offer is binding: if the customer accepts the offer, whether in writing or verbally, a binding contract is concluded. The Swiss Code of Obligations states that "the mandatee undertakes to conduct certain business or provide certain services in accordance with the terms of the contract" (Code of Obligations, Article 394).

In bexio, you set the conditions directly and send them directly by email from bexio. Recipients can comment on your offer online and accept or reject it directly. An enormous simplification. Alternatively, you can of course also conveniently print out the documents and send them by post.

You can try out bexio with the full range of features for 30 days free of charge, without any obligation and without needing a credit card. No downloading or installation are required. Ready to start in just a few steps. Once the 30 days are up, your trial account will automatically be deactivated, without you needing to cancel.

You can get the Starter package for founders starting from just CHF 42.00 per month. This includes the most important administrative features, such as contact management, accounting, or quotation management and invoice processing. However, the most popular package is the Optima package for CHF 69.00 per month, which is slightly more extensive and therefore ideally suited for the administration of SMEs. There is also the Ultimate package. This complete package costs CHF 119.00 per month. Find out more about all packages and prices here.

Whether you are using business software for the first time or switching from another software – we will take you by the hand and will be happy to help you at any time, free of charge. In the support area, you will find helpful tips and tricks. Whenever you are lost, please contact us. We can offer various setup services should you need setup assistance.