Designed to make life easier for small and medium-sized businesses and service companies, this module optimises the entire sales process within your company, from the offer to the order, right up to the preparation of your invoices and contracts.
Offers – Orders – Invoices – Contracts
Description
In order to efficiently manage the sales cycle of all their products and services, SMEs need flexible and efficient tools, perfectly adapted to their field of activity.
Our dedicated module allows you to quickly establish your offers, orders, invoices and contracts thanks to the creation of Word templates that can be fully customised and configured according to your services, in the language of your choice. Generate offers in accordance with your corporate identity by selecting the appropriate template and then adding products and services from a pre-defined list.
Managing and tracking your orders is significantly simplified. Upon order validation, the corresponding invoices can be generated automatically from the offers that have been submitted. Post your invoices in one click for instant updating of the accounts.
Easily prepare your contracts detailing the products offered and describing the services provided, then track their expiry and renewal dates at any time.
As for the process of sending all these documents, choose the electronic or postal way according to the preferences of your clients.
To discover the key features of this module, please download the PDF.