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".