Quotes / Proposals
Create and send, with no delay, pretty proposals to your prospects or old customers…
Create your Quote or Commercial Proposal
Create your quote 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.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.
Process your commercial proposal
The PDF of your proposal is automatically generated and updated.
Send your quote of a selection of quotes 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 the module margin is enabled, you can also have a look immediately of the margin of your proposals.
Change status of your proposals into “Refused” or “Signed”. Your prospects are converted into customers automatically, as soon as a proposal is signed.
Follow status of your open commercial proposals
List and display all your quotes. Choose which information you want to see on your lists. Filter and sort them on any criteria.
Analyse your performance
Use predefined statistics pages to get useful information of your company or your sales representative performance.
Export your Proposals with the Export module to reuse them with external tools, or connect directly your existing BI suite to the open database for Big Data analysis