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.

Create Proposals

Where do I create the Proposal?

Independent

Under "Acquisition" > "Proposals" (1), you can create proposals independently (2) – and assign them to a company, lead, or project later 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".
Creating Proposals with MOCO

If a project is created from a lead, the lead including proposals is automatically linked (for future invoicing). You can also assign a lead later (in the project under "Proposals" at the top right).

Assign proposal later.

Building Blocks, Copying, Templates

Utilising Service Catalogue for Building Blocks and Checklists

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

Using Proposals or Invoices as Templates

Using Proposal Copy
In Client, Lead, or Project, new proposals can be created, existing proposals copied (1), and adjusted under "Proposals". If you want to use an existing invoice for a new proposal, go to the invoice and select "Create Proposal" from the actions in the top right.

Save Proposal as Catalogue Entry
You can adopt a proposal (as well as an invoice) as a catalogue entry through the catalogue.

Direct Copying and Assignment

Each proposal can also be copied directly from the list (2). If needed, it can then or later be assigned to a (different) client, lead, or project.
Angebote kopieren

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Creating Templates

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

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

2. Give it a meaningful name (a short code is helpful for identification): e.g., "_Template xxxx"

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

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

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

Images, Cover Page, Seamless Integration

Images

The "Image" element is also available as a position. The maximum width displayed in the PDF is defined via the settings (Layout > General). If you insert a smaller image, it will be aligned to the left.

Hide Table Header for Flexibility or Cover Page

A type of cover page can currently be created by hiding the table header, which is usually too rigidly tabular for illustrated proposals. This allows elements to be used seamlessly. See example edit mode vs. PDF preview:
Bilder in Angeboten verwenden

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In the example, the width for description & images is set to 100%. With page margins of 25 mm, an image size of 160 mm width at 150 dpi & RGB is recommended. This ensures the proposal can still be printed in the best quality while keeping the data reasonably small. Ideally, create a template (e.g., in Photoshop) to quickly optimize the images.

Attachments

Standard Attachments

In the settings under "Leads & Proposals" you can upload additional pages (PDF) for the PDF – such as terms and conditions or a price list.

Consider the following:

If you want to cover the letterhead, place a white area in the background of the file before generating the PDF.
Select default in advance
If necessary, explicitly mention 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 to the saved proposal:

Individuelle Anhänge für Angebote und Rechnungen hochladen

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Proposal with Options

Optional Items

In proposals, you can mark certain items as "Optional." The amount for these items does not directly contribute to the final total. When inserting an interim or partial total, you can sum up optional items.

Representing the Total Including Options with Variables

The client then confirms an option as part of the proposal confirmation via email or an insertable signature area (see example).

Angebote mit Optionen

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Proposal with Price Range/Without Total Sum

MOCO primarily focuses on a clear total amount. However, if you wish to create a proposal or cost estimate with a price range, the following approach could be considered:

List a reserve as an optional item:

Angebot mit Preisspanne, Reserve bzw. Puffer

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Hide the total sum range

This can also be useful for a proposal related to a monthly flat rate/maintenance contract. If a proposal only contains optional items, images, or text positions, no total sum will be displayed automatically.

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