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.

Creating Proposals

Where do I create the proposal? | Building Blocks, Copying, Templates | Attachments | Proposal with Options | Proposal with Price Range/Without Total Sum

Where do I create the proposal?

Independently

Under "Acquisition" > "Proposals" (1) proposals can be created independently (2) – and assigned later to a company, lead, or project if needed.

Angebot erstellen ohne Projekt oder Lead

Angebot erstellen ohne Projekt oder Lead

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Directly Assigned

If the company, lead, or project already exists, it makes sense to create the proposal directly there under "Proposals".

When a lead becomes a project, the lead including proposals is automatically linked (for later invoicing). You can also assign a lead afterwards (In the project under "Proposals" at the top right).

Assign proposal afterwards.

Building Blocks, Copying, Templates

Using the service catalog for building blocks and checklists

Individual items, sections, or entire proposal templates (item part) can also be inserted into a proposal via the service catalog. An entry can be used as a "Checklist".

Copying existing proposals as templates

In the lead or project, under "Proposals", new proposals can be created, existing ones copied (1) and customized.

Direct Copying

Every proposal can also be copied from the list or directly (2). If necessary, it can then be assigned to a (different) customer, lead, or project.
Angebote kopieren

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Creating Templates

Every created proposal can be used as a template. To create and delineate templates specifically, proceed as follows:

1. Create proposal template independently or under "Proposals" in the customer

2. Name it meaningfully (a shorthand is helpful for identification): e.g., "_Template xxxx"

3. The template can then be quickly found using the search (keyboard shortcut Shift + 7 -> enter search word)

4. Create a copy (top right at the proposal)

5. To prevent the templates from cluttering the proposal list, set them to "ignored"

Attachments

Standard Attachments

In the settings under "Leads & Proposals" , you can upload additional pages (PDF) for the PDF – e.g., Terms and Conditions or a price list.

Please note:

If you want to cover the letterhead, you should place a white area in the background of the file before generating the PDF.
Select standard by default
If necessary, explicitly refer to the attachment in the proposal (The attachment is not numbered by MOCO).

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Custom Attachments

To do this, upload the PDF file with the saved proposal:

Individuelle Anhänge für Angebote und Rechnungen hochladen

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Proposal with Options

A proposal with options can be represented as follows:
Angebote mit Optionen

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Whether to include the cheapest option in the total price or leave all options open is at one's discretion. Variables can also be used to display the sum including options
The customer then confirms an option during the proposal confirmation via email or an insertable signature area (see example).

Proposal with Price Range/Without Total Sum

MOCO generally focuses on a clear total amount.
If one wants to create a proposal or a cost estimate with a price range, the following approach could be considered: List a contingency as an optional item:
Angebot mit Preisspanne, Reserve bzw. Puffer