How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom right in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Leads & Proposals

Leads: Acquisition Stages | Proposals and Order Confirmations | Proposal Attachments (e.g., Terms and Conditions)

Leads: Acquisition Stages

Settings > Leads & Proposals

Defining acquisition stages
The sales stages can be customized to suit your own needs and processes.

How it works with leads, acquisition stages, and probabilities

Akquise-Stufen bzw. Sales-Funnel für die Kundenakquise

English image not yet available...

Proposals and Order Confirmations

Settings > Leads & Proposals > Proposals

Here, standards for proposals and order confirmations are predefined.

General

Insert personalized salutation & other variables
Variables are available. These can be called up with "{" (press alt + "("). (Example 2: Variables are highlighted in yellow)
The salutation line relies on fallbacks if it has not been set individually for the contact.

English
The English texts that can be predefined here are used for English proposals (select "Correspondence in English" in the company form in advance).

Individuelle Standardtexte und Einstellungen zu Angebote und Kundenakquise (Leads)

Individuelle Standardtexte und Einstellungen zu Angebote und Kundenakquise (Leads)

English image not yet available...

Introduction and Closing Text (1)

Insert page break
A page break can be inserted in the introduction and closing text with "---" (see also note in the screenshot).
This can create a sort of cover letter or a signature area for an order confirmation in the proposal on its own page.

Email Text Including Signature

Insert logo for email signature
A signature image defined previously under Account > Email can also be inserted via the variables in the email text field (2).

Validity

Standard for the validity of the proposal (3). This can be displayed via the info block or placed via the variables.

Hide VAT and Gross Amount

Choose whether by default only the net final amount is shown (4). In this case, include a note in the closing text "All prices are net plus VAT".

Customize Text for Online Confirmation

Replace the MOCO standard "We look forward to your confirmation", which is displayed to the customer with the online confirmation (5). Can also be overwritten for each proposal individually.

Proposal Attachments (e.g., Terms and Conditions)

Settings > Leads & Proposals > Attachments

Here you can upload standard attachments (PDF pages). Ideal for e.g., Terms and Conditions, team page, or a price list.

Angebote Anhänge AGB

English image not yet available...

Important to know:

The uploaded attachment can be selected with each proposal.
The letterhead background also affects attachments. If you do not want this, place a white area in the background of the attachment file to cover the letterhead.
The pages are not numbered consecutively – it is advisable to refer to the attachments in the proposal document "in the attachment: xxx".

» Custom Attachments

Mehr zu Einstellungen...