Create proposals and documents in a few minutes
The Ploomes Proposal and Document Automation module optimizes your business operation with a proposal generator in the CRM. Have greater version control and approvals, in addition to an embedded digital signature.
+3000 companies use Ploomes to optimize their commercial management
Why Ploomes?
More speed, less errors
And more sales
More agility when closing deals
Proposals, contracts, and documents are automatically generated from CRM data, reducing creation time and avoiding rework. The seller focuses on selling, not on taking care of the red tape.
Standardization and error reduction
With the automation of proposals and documents, intelligent models ensure that all proposals follow the same visual, legal and commercial standard, with information that is always updated (values, deadlines, conditions), minimizing manual errors.
Greater control and visibility of the business process
Each document is linked to the negotiation, allowing you to track status, versions, and shipping history. This brings more predictability to management and more professionalism in the customer experience.
Key resources
Features and benefits of Proposal and Document Automation
Transform hours of operational work into minutes of active sales with features designed for complex sales:
Visual Standardization and Custom Layouts
Increase your conversion rate by submitting professional proposals. Define templates that respect your brand's visual identity, ensuring that fonts, colors, and logos are always correct, regardless of who generated the file.
View Notification
Know the exact time to call the customer. Ploomes notifies the seller as soon as the customer opens the email or views the sent document, allowing for follow-up at the right time.
Approval Flows (Approval Fees)
Ensure the governance of your operation. Set up rules so that proposals with aggressive discounts or special conditions are automatically approved by a manager before being sent to the customer.
Contract Generation and Digital Signature
Go beyond the proposal. Generate contract drafts automatically filled with CRM data and integrate with digital signature platforms (such as Clicksign, D4sign, and DocuSign) to legally close the deal in moments.
additional modules
Boost your Ploomes: extra modules for tailor-made growth
Add advanced functionality as your operation evolves, without complication or rework.
Real results
Those who use, approve
“Ploomes is a complete system, easy to configure and now includes several Vydence operations, from sales to technical assistance.”
to the customer.”
Distributors and Intelligence
from Mercado, Truckvan
"With Ploomes, we manage our funnel, opportunities, proposals, documents, and clients all in one place. It’s become the complete solution for our sales."
Business, Paromed
Real impact
Who is this module for?
Industries and Distributors who need to generate proposals and contracts quickly, without losing standardization and control.
Service Companies that need to generate contracts with detailed scopes and customized man/hour variables.
Consultative Sales Teams who waste hours putting together technical presentations and budgets in PowerPoint or Excel.
INTEGRATIONS
Integrate with your ERP and Digital Signature
Ploomes' proposal and document automation doesn't work alone. It seeks information wherever it is:
Connection with ERPs:
Search for products, inventories, and payment terms in real time from your ERP (Sankhya, Omie, Protheus, and others) to compose the proposal.
Electronic Signature:
Send the generated document directly for signature via DocuSign, Clicksign, ZapSign, and others (link to the integrations page).
services
Implementation and support of
Ploomes and their modules
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.
Frequently Asked Questions
The Ploomes Proposal and Document Automation module allows you to create commercial proposals, contracts, and documents automatically from CRM data. You use templates, maintain standardization, control versions, and send for digital signature.
Yes. It is possible to register technical and commercial images for each product. When generating the document, the system “pulls” the photos corresponding to the budgeted items, creating a visually rich and attractive presentation.
No. The document can be sent as a web link (for opening tracking) or generated in traditional PDF. The customer accesses from any device without having to log in.
Yes. You can create multiple document templates: one for a quick quote, another for a detailed technical proposal, and the other for a legal contract, for example, selecting the ideal one for each moment of the negotiation.
You define rules for proposals with discounts or special conditions to undergo approval before submission, ensuring governance.
The Proposals and Documents module automates the creation, submission, and signing of documents. CPQ (Configure, Price, Quote), on the other hand, is aimed at more complex commercial proposals, which require advanced price calculations, configuration rules, and specific conditions.
Do you have other questions? Get in touch
Turn proposals into sales
Gain agility, standardization, and visibility
at every opportunity.