Commercial Proposals:

Easily create quotes online for SMEs

Simplified quote management

Commercial Proposals:

Simplify the Creation of Your Commercial Proposals with Our Intuitive Interface.

Our revolutionary user interface provides all the features you need to efficiently and professionally create and send commercial proposals. Designed to maximize your productivity, our platform offers the flexibility and tools to customize each proposal according to your specific needs.


Select the Client: Use our search engine to quickly select an existing client or add a new one by creating their detailed profile in just a few clicks.

Add Products: Use the search engine or scan the barcode to add products.

Send by Email: Save your commercial proposal and send it directly via email through the client portal or SMS. This ensures quick and effective communication with your clients.
Attachments can be added automatically if stored in product files.

Advanced Additional Functions

Our platform goes beyond just creating commercial proposals. It includes advanced and comprehensive features:

  • Customization and Notes: Add personalized notes to each proposal to provide additional details or specific internal instructions.
  • Status Management: Easily change the status of your proposals by converting them into purchase orders or pro forma invoices.
  • Payment and Deposit Tracking: Record received payments and manage deposits directly from the interface.
  • Integration and Stock Management: Add new items to your catalog with one click. Automatic stock deductions for accurate inventory tracking.
  • Supplier Order Creation: Optimize your supply chain by directly creating supplier orders from commercial proposals, ensuring efficient stock management.
  • Delivery Note Management: Easily create and manage delivery notes to track and document the shipment and receipt of goods. Track order delivery status, record shipping and receipt dates, and provide detailed information on delivered items.
  • Customization: Add subtotals, titles, colors...
  • Attachments: Add and share your documentation. Automatically if the document is in the product file.
  • Scheduling: Schedule appointments from your commercial proposal.
  • Color: Add color to enhance your visual presentation.
  • Pin: Pinning your documents will always display them at the top of the table.
  • Groups: Save your commercial proposal in a group for easier searchability.
  • Quantities: Record sold quantities directly in the product file, allowing for batch sales or managing hourly packages.

Our platform offers several practical methods for adding products to your commercial proposals, allowing you to choose the one that best fits your needs:

  • Via the Product File: Add products by accessing their detailed file, where you can manage all associated information, including quantities, prices, and descriptions.
  • Via a Scanner: For time-saving and optimal accuracy, scan product barcodes with a scanner, allowing instant and error-free addition to your quote or catalog.
  • Quick Mode: While creating a quote, quickly add products without leaving the interface.

Our platform makes searching easy with a powerful and flexible search engine:

Find a product by searching through its multiple references or using its label. If no matching product is found, our search engine automatically extends the search to the various catalogs of your suppliers. This ensures you can always find the item you’re looking for, even if it hasn’t been registered in your system yet.

With our dedicated interface, everything you need is literally at your fingertips. By combining intuitive use with advanced features, we offer you a comprehensive solution that simplifies the creation of commercial proposals and enriches the entire commercial management process.

Discover how our platform can transform your way of doing business and allow you to focus on what truly matters: growing your business.

Everything is within reach.

API Request:

The API allows you to create your commercial proposal from e-commerce platforms like "PRESTASHOP" or "WORDPRESS".


Convert Your Quote into an Invoice: Quick Guide

In the business world, efficiency in invoice management is essential. Our system simplifies this process by allowing quick conversion of your commercial proposals into invoices. Here's how our platform makes invoice creation easy, fast, and error-free.

Step by Step: From Quote to Invoice

  • Analysis: As soon as you're ready to convert your quote into an invoice, the system analyzes the document. It identifies and displays any potential issues.
  • Confirmation: Once the analysis is complete, a confirmation window appears. It summarizes crucial invoice information, such as the date, client name, and invoice type. This final check before issuance ensures that all data is accurately reflected and meets your expectations.

Quick, isn't it?

Why Choose Our System for Invoicing?

  • Speed: Our process is designed to be fast. With just two clicks, you have an invoice ready to send. This speed means less time spent on paperwork and more time to focus on important aspects of your business.
  • Accuracy: Automated analysis significantly reduces the risk of errors, ensuring that each invoice is accurate and complete. This improves the reliability of your invoicing process and reinforces client trust in your professionalism.
  • Efficiency: By eliminating manual and repetitive steps, our system optimizes your invoicing workflow. This allows you to manage your financial transactions and cash flow more effectively.

Creating invoices shouldn't be complicated or time-consuming. With our system, you benefit from a solution that combines speed, accuracy, and efficiency. Discover how our platform can simplify your management.


Add / Edit Your Quote Content Without Limits

Our system is designed to make managing items as easy as possible. Whether you want to add a new item or edit an existing one, our intuitive interface and integrated tools make these tasks incredibly simple. Here’s how our platform optimizes these essential processes for any business activity.

Storing items in a catalog centralizes all product information, making data access quick and easy. This is particularly useful in environments where product volumes can be large and varied. Catalogs help structure data coherently.

Adding and Updating Items: Speed & Efficiency.

You can manage items through the "Products" module or directly from a commercial proposal.

In a commercial proposal, our system allows you to add products in several ways. You can use the barcode or the advanced search engine by typing a few letters. If no match is found, the system will search supplier catalogs.

Once the product is found, the search engine automatically fills in necessary fields such as the label, reference, price, etc.

If the product does not exist, the system will prompt you to save the entered data in your catalog, ensuring your database remains complete and up-to-date.

Simplified Integration: The item addition form is designed to be both comprehensive and easy to use, integrating all the tools necessary for precise and efficient inventory management.

  • Automatic Amount Calculation: Our system automatically calculates amounts in real-time when editing an item, whether adjusting the price, quantity, or discounts. This feature ensures that displayed amounts are always accurate and up-to-date.
  • Automatic Margin and Discount Calculation: The form allows margins and discounts to be calculated as a percentage or monetary value, facilitating financial adjustments directly during data entry.
  • Flexible Line Types: You can also incorporate line breaks, subtotals, and manage non-billed products, offering total flexibility in presentation.

Why Choose Our System for Catalog Management?

  • Time-Saving: Automated calculations and extended product searches save you valuable time.
  • Increased Accuracy: Errors are minimized through automatic calculations and effective integration of discounts, ensuring the accuracy of your business documents.
  • Flexibility and Customization: Our system offers unparalleled customization of your commercial proposals, meeting the specific expectations of your clients while professionally reflecting your brand’s image.

In summary, our platform optimizes product management with a suite of powerful tools tailored to your business needs, making the process fast, efficient, and compliant with your specific requirements.


Stock Management

With a well-maintained catalog, inventory management becomes more accurate and less prone to errors. Items can be tracked with details such as the number of units in stock, expiration dates, associated costs, and much more. This enables better purchase planning and reduces surpluses or stockouts.

Effective stock management is crucial for the success of any business, ensuring that you always have the right products at the right time. Our system offers an integrated solution to efficiently manage your stock. Here’s how our platform simplifies stock management:

  • Detailed Item Tracking: Number of units in stock, expiration dates, associated costs, etc.
  • Purchase Planning: Reduce surpluses and avoid stockouts.
  • Integrated Management: An all-in-one solution for optimized inventory management.

Real-Time Stock Visualization

Whether browsing the item search engine or reviewing invoice lines, stock levels are always visible. This transparency allows you to make informed decisions about order management, ensuring a quick response to customer demands.

Manual and/or Automatic Stock Deduction: Our system offers the flexibility to manually manage stock deductions, providing precise control over when and how products are deducted from your inventory. Alternatively, you can let the system automatically manage stock deductions when orders are converted into invoices, optimizing workflows and minimizing human errors.

Advanced Stock Management Options

Our platform goes beyond basic stock management. Several advanced methods are available to meet specific needs.

Diverse Methods: Explore various stock management strategies directly from our platform, ranging from FIFO (First In, First Out) to more complex approaches tailored to specific industries. These options are explained on the page Product Management.

  • Transparency and Accuracy: Keep a constant eye on your stock levels to avoid shortages or surpluses, thanks to real-time visualization.
  • Automation and Control: Benefit from automation for effortless management or take control with manual management options, depending on your preferences.
  • Flexibility and Customization: Our platform adapts to your specific needs with various stock management methods, offering you the freedom to customize your approach.

Stock management doesn’t have to be a complex and time-consuming task. With our integrated solution, you benefit from a system that simplifies and optimizes this management for your success. Discover how our platform can revolutionize how you manage your inventory, allowing you to focus on growing your business.

If stock management is not necessary for your business, you can disable this feature, optimizing the interface by removing unnecessary functionalities.


Delivery Notes

A delivery note is a document that certifies the delivery of goods or services, pending the issuance of an invoice that will make payment due.

Sometimes referred to as a delivery slip, it serves as proof that the goods have been delivered and received by the client.

On Administralis, you can easily generate delivery notes.


Payment Registration

Accurate and efficient payment registration is essential for the financial management of your business. Our platform offers a comprehensive solution for managing payments intuitively, allowing for multiple payments and ensuring compliance with legal requirements. Here’s how our system simplifies payment registration while guaranteeing compliance with current standards:

  • Multiple Payments: Easily manage partial or multiple payments for a single invoice.
  • Legal Compliance: Ensure that all payment records meet current legal requirements.
  • Intuitive Interface: Quickly and error-free record payments with a simple and efficient user interface.

Recording Payments

Simply click "PAYMENT". The form allows you to enter the amount, date, payment method, reference number, and additional details. The system analyzes the data and displays alerts if incorrect values are detected. The number of payments recorded per invoice is unlimited.

Payment methods are customizable; for example, you can manage multiple cash registers.

Active credits are displayed and can be used for payment.

By default, the available methods are:

  • Payment to Define: This method allows displaying the amount on the invoice without having received the payment.
  • Check
  • Cash
  • Bank Transfer
  • Direct Debit
  • Credit Card
  • Invoice Credit: Payments registered on a credit will be labeled as such.
  • Miscellaneous Charges: "Miscellaneous Operating Charges" and "Miscellaneous Operating Revenues" allow marking the invoice as settled even if the exact amount has not been paid.

The form also allows registering advance payments by specifying percentages.

Payment amounts are visible on the dashboard, enabling you to track outstanding invoices and perform necessary follow-ups.

Payments can be exported to the accounting module via the "Treasury" module. The payment log includes the account numbers from the chart of accounts.

Automatic Compliance: According to the legislation, all payment receipts must be accompanied by an invoice or advance invoice. Our system automates this process, generating the necessary documents for each payment.

This feature ensures you remain compliant with legal obligations effortlessly.

Generating Advance Invoices

Although our system supports the automatic issuance of invoices upon payment, we also offer the option to manually generate advance invoices. This provides total flexibility in managing your cash flow, allowing you to customize invoices according to the specific needs of your business and clients.

By default, upon issuing the final invoice, the system automatically handles credits on advance invoices, simplifying accounting.

If a commercial proposal is fully settled through advances, it will be closed with a "Progress Invoice." In this case, the accounts will not be canceled by credits, and the Progress Invoice will not be exported to accounting.

Bank Synchronization

Financial data retrieved from the bank account (OFX) allows for automatic payment registration and simplifies bank reconciliation.

Why Use Our Platform for Payment Registration?

Payment registration is a key component of financial management for any business. Our system is designed to make this process as simple and compliant as possible. It also simplifies your accountant’s work, as each payment is matched to an invoice, not just an account.


Recurring Invoices and Subscriptions: A Guide to Simplify Your Subscriptions

Billing for subscriptions or recurring services is essential as it ensures revenue regularity and predictability. Our system provides a robust solution for managing recurring invoices. Here’s how our platform simplifies the setup of recurring invoices, ensuring seamless regularity and reducing administrative errors.

Generate a quote for the relevant service or product.

Then, simply specify the start date of your subscription and select the desired recurrence frequency: weekly, monthly, quarterly, or annually.

At the specified date at 5 a.m., our system will automatically generate the invoice, send it via email, and create the next document dated according to your interval.

The invoice line descriptions can include formulas such as [month/year] or [month-1/year], allowing subscription dates to be included in the descriptions.

Recurring Billing with Timestamping

You can add an item to your invoice associated with the timestamp. The system dynamically adjusts the billed amount based on the time elapsed since the last billing. This ensures accurate and fair billing aligned with your customers’ actual service usage.

The timestamp can be configured to calculate the amount based on several criteria:

  • Total hours worked.
  • Number of interventions.
  • External counter via API.

Why Choose Our System for Recurring Invoices?

Setting up recurring invoices with our platform transforms how you manage the billing of your subscriptions or recurring services. By opting for automation and customization, you optimize not only your financial management but also the overall customer experience.


Simplified Integration of E-Signatures

The ability to finalize agreements quickly and securely is crucial. Our system integrates an electronic signature solution that simplifies and secures the validation process, eliminating the need for expensive external services. Here’s how to easily integrate electronic signatures into your processes.

Easy Activation of E-Signatures

Simply select the "e-signature" option in the commercial proposal.

Once activated, the document becomes immediately accessible online through the client portal. The portal link is automatically included in emails or SMS messages.

After signing, the signed document is marked as validated and automatically saved in your Electronic Document Management (EDM) system. This integration ensures that all your signed documents are organized and securely stored in a centralized location.

  • No Hidden Fees: Our e-signature solution is designed to be cost-effective. It does not require account creation on third-party platforms and does not incur additional fees, except for SMS sending costs.
    The e-signature is accessible via the client portal.
  • Ease of Use: With a one-click activation process and access via the client portal, our e-signature solution is simple and intuitive for both you and your clients.
  • Security and Compliance: Our e-signature solution secures your business agreements and ensures their legal validity in accordance with current standards.

Key Features for Optimal Management.

Having the right tools can significantly enhance efficiency. Our system offers a range of essential tools designed to simplify and speed up the creation and modification process. Here’s a detailed look at these indispensable features:

Copy Lines: This function allows you to copy an entire section of lines to another quote. If no target quote is specified, a new quote will be created using the original header information.

Archiving: Archiving helps you keep track of commercial proposals that were not finalized. To archive a commercial proposal, simply click "Archive." The proposal will no longer appear on the dashboard but will remain visible in the client’s history. To reactivate it, click "Save." This function is automatically disabled once transactions are recorded, preventing many potential errors.

Document Management (EDM) for Each Commercial Proposal: Our system integrates an EDM for each proposal, providing storage space to attach supplementary documents such as photos or PDFs. This approach allows for more precise document management and quick retrieval when needed.
This approach allows for more precise document management and quick retrieval when needed.

Tracking and Notifications: Stay informed about all changes to your commercial proposals through real-time notifications, ensuring effective tracking of all your processes.

The combination of these tools creates a comprehensive and efficient management ecosystem capable of meeting the needs of businesses of all sizes. By adopting these features, you will optimize your document processes, improving overall efficiency and client satisfaction. Discover how our platform can transform your management.


Creating Gift Vouchers: Transforming Your Commercial Proposals into Store Credit

Gift vouchers are an effective commercial strategy to retain customers and attract new prospects. Unlike traditional credits, which are generally issued to cancel an existing invoice, gift vouchers, or store credits, offer greater flexibility. Here’s a simplified guide for creating gift vouchers using our system by transforming your commercial proposals into store credits:

Create the commercial proposal: Ensure the document does not include items managed in stock.

Click "Store Credit": The system converts the quantities and generates the credit.

Once created, the gift voucher will be displayed and can be used by the recipient as a payment method for purchasing products or services offered by your company.

If the voucher is not used within the given timeframe, our system provides a flexible solution for canceling the credits through an invoice.


Creating Gift Vouchers: Transforming Your Commercial Proposals into Store Credit

Gift vouchers are an effective commercial strategy to retain customers and attract new prospects. Unlike traditional credits, which are generally issued to cancel an existing invoice, gift vouchers, or store credits, offer greater flexibility. Here’s a simplified guide to creating gift vouchers via our system by transforming your commercial proposals into store credits:

Create the commercial proposal: Ensure the document does not include items managed in stock.

Click "Store Credit": The system converts the quantities and generates the credit.

Once created, the gift voucher will be displayed and can be used by the recipient as a payment method for purchasing products or services offered by your company.

If the voucher is not used within the given timeframe, our system provides a flexible solution for canceling the credits through an invoice.


Invoicing

Invoice with ease: deposits, progress, credits. Always compliant with legal standards for worry-free management.

Customers

Search, filter, and manage your clients in compliance with CNIL and GDPR standards.

Prospection

Track leads and pipelines. Launch personalized email campaigns and synchronize appointments.

Product Management

Filter and manage your items effectively. Handle barcodes, packaging, pricing, and stock effortlessly.

Supplier Orders

Prepare and track your orders easily with our dedicated module.

Stock Management

Optimize traceability: expiration dates, serial numbers, and batches. Receive stock alerts and simplify inventories.

Dictionary

Definitions of key terms for understanding our modules easily.