Create and send, with no delay, pretty proposals to your prospects or old customers...

 

 

1 - Create your Proposal

 

Create your proposal from your prospect/customer sheet, or in one click by reusing a previous proposal.

 

Include predefined products to save you time, or enter full content manually.

 

 

 

2 - Process your commercial proposal

 

The PDF of your proposal in automatically generated and updated.

 

Send it by Email directly from the application. Use your predefined email templates so you even don't have to type any text.

 

Depending on the modules/features you enabled, you can also convert your proposal into an order (module order), a contract (module contract), intervention (module intervention), invoice (module invoice) or any combination of this. If module margin is enabled, you can also have a look immediately of the margin of your proposal.

 

Change status of your proposals into "Refused" or "Signed". Your prospects are converted into customers automatically, as soon as a proposal is signed. 

 

 

 

3 -  Follow status of your open commercial proposals

 

List and display all your orders, filter and sort them on any criteria.

 

 

 

4 - Analyse your performance

 

Use predefined statistics pages to get useful information of your sales representative performance.

 

Export your Proposals with Export module to reuse them with external tools, or connect directly your existing BI suite to the open database.