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 left 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 Quotes

Where Do I Create the Quote?

Independently

Under "Acquisition" > "Quotes" (1), you can create quotes 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 quote directly there under "Quotes".
Creating quotes in MOCO

If a project is created from a lead, the lead (including its quotes) is automatically linked (for later Billing). You can also assign a lead later on (in the project under "Quotes" at the top right).

Assign a quote later.

Building Blocks, Copying, Templates

Use the Service Catalogue for Building Blocks and Checklists

Individual line items, sections, or entire quote templates (line items section) can also be inserted into a quote via the Service Catalogue. You can use an entry as a “checklist”.

Use Quotes or Invoices as Templates

Use a quote copy
In Client, Lead, or Project, you can create new quotes under “Quotes”, copy existing quotes (1), and adjust them. If you want to use an invoice you have created for a new quote, go to the invoice and, under Actions in the top right, select “Create Quote”.

Save a quote as a catalogue entry
Via the Catalogue, you can add a quote (as well as an invoice) as a catalogue entry.

Copy and Assign Directly

Any quote can also be copied from the list view or directly (2). If needed, you can then or later assign it to a (different) client, lead, or project.
Angebote kopieren

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Create Templates

Any quote you create can be used as a template. To create and clearly separate templates, proceed as follows:

1. Create the quote template independently, or under “Quotes” within the client

2.Give it a clear name (a prefix is helpful for identification), e.g. “_Template xxxx”

3. You can then quickly find the template via search (keyboard shortcut Shift + 7 → enter search term)

4. Create a copy (top right in the quote)

5.To keep templates from cluttering the quotes list, set them to “ignored”

Images, Cover Page, Seamless

Images

The “Image” element is also available as a line item. The maximum width shown in the PDF is defined in the settings (Layout > General). If you add a smaller image, it will be left-aligned.

Hide the Table Header for Flexibility or a Cover Page

You can currently create a kind of cover page by hiding the table header, which is usually too rigidly tabular for quotes with images. This lets you use the elements seamlessly. See the example in 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, we recommend an image width of 160 mm at 150 dpi & RGB, so the quote can still be printed in the best quality and the file size remains reasonable. Ideally, create a template (e.g. in Photoshop) so you can optimise images quickly.

Attachments

Standard Attachments

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

Please note:

If you want to cover the letterhead, add a white area to the background of the file before generating the PDF.
Preselect as standard
If needed, explicitly refer to the attachment in the quote (the attachment is not numbered by MOCO).

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Individual Attachments

To do this, upload the PDF file to the saved quote:

Individuelle Anhänge für Angebote und Rechnungen hochladen

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Quote with Options

Optional Line Items

In quotes, you can set certain line items to "Optional". The amount is then not included in the total straight away. When inserting an interim total or subtotal, you can total up optional line items.

Use Variables to Show the Total Including Options

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

Angebote mit Optionen

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Quote with a Price Range/Without a Final Total

MOCO generally focuses on a clear overall total. If you do want to create a quote or cost estimate with a price range, the following approach could work, for example:

List a contingency as an optional line item:

Angebot mit Preisspanne, Reserve bzw. Puffer

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Hide the final total section

This can also be useful for a quote for a monthly retainer/maintenance contract. If a quote contains only optional line items, images, or text-only items, no final total is shown automatically.

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