Create and send professional-looking proposals to your prospects and customers instantly…
Create your Quote or Commercial Proposal
Create your quote from your prospect/customer sheet, or just in one click by reusing a previous proposal.
Include predefined products to save time, or enter the full list of products and services manually.
If predefined fields do not match your needs, then add your own custom fields of any type (string, amount, date, checkbox, combo list, …) to the form.
Process your commercial proposal
The PDF for your business proposal is automatically generated and updated.
Share your quote, or a set of quotes, via email directly from the application. Use your pre-configured email templates to streamline communication without needing to type out messages.
Depending on the enabled features, you can also transform your business proposal into an order, a contract, a service task, an invoice, or a mix of these. With the margin feature, you can also review the profitability of your proposals.
Adjust the proposal status to “Declined” or “Accepted.” Once a proposal is accepted, prospects automatically become customers.
Follow the status of your commercial proposals
View and manage all your quotes in a single list. Customize the information displayed to suit your needs. Filter and sort quotes using any criteria.
Analyze your performance
Access pre-built, dynamic statistics pages to gain valuable insights into your company’s performance or that of your sales team.
Use the Export module to transfer your proposals for use in external tools, or link your current BI suite directly to the open database for advanced data analysis.
More information on how to manage your quotes or commercial proposals is available in this video…