O que é um gerador de propostas?

É uma ferramenta que permite criar propostas comerciais profissionais de forma ágil, padronizada e integrada ao CRM, com design, cálculos e dados automáticos, eliminando retrabalho.

O Ploomes tem módulo de geração de propostas?

O Gerador de Propostas do Ploomes é uma solução que automatiza todo o processo de criação, precificação e envio de propostas comerciais, contratos e documentos de venda. Ela é composta por dois módulos que podem ser comercializados integrados ou separadamente, de acordo com a necessidade do cliente: Automação de Propostas e Documentos : responsável por gerar automaticamente documentos padronizados, como propostas, orçamentos e contratos, preenchendo dados direto do CRM e permitindo o envio para assinatura eletrônica. CPQ (Configure, Price, Quote) : responsável por configurar produtos e serviços, calcular preços e gerar orçamentos mais complexos e personalizados.

Quais funcionalidades compõem o Gerador de Propostas Comerciais?

O Gerador de Propostas reúne o melhor dos dois módulos, CPQ e automação de documentos, e oferece recursos como: Templates personalizáveis de propostas, contratos e orçamentos; Precificação avançada com fórmulas, regras comerciais ou integrações externas; Campos dinâmicos e condicionais, que aparecem ou se ocultam conforme o tipo de negócio; Configuração de produtos/serviços opcionais ou obrigatórios; Notificações automáticas de abertura da proposta; Assinatura eletrônica integrada; Preenchimento automático de dados do cliente, negócio e produtos diretamente do CRM.

Business Proposal Generator

Reduce time, eliminate errors, and standardize your business proposals

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+2000 companies trust
Ploomes CRM

Automate commercial proposals complex

Higher conversion

Sell more with aesthetically attractive proposals generated in minutes. Find out every time your client accesses your proposal.

Product configuration

Customize complex products and services with variables, optionals, required items, descriptions, and images.

Complex pricing

Create formulas and external queries to the ERP or spreadsheets to calculate taxes, rules, margins, commissions, and others.

Benefits

See the key benefits of the Ploomes business proposal generator

Standardization of commercial proposals

Proposals, when generated manually or with the Office suite, present unwanted variations, diminishing the credibility of the offer. Ploomes' proposal automation guarantees this standardization.

Elimination of errors in commercial proposals

Errors, such as typing or calculation errors, are inevitable in the manual generation of commercial proposals. Automating your templates eliminates them.

Notification to the seller when the customer opens the commercial proposal

Follow-ups out of time, in addition to inconveniences, harm the conversion rate. Knowing the exact moment when a client opens a business proposal is the perfect clue to approach or to reopen previously lost deals.

More attractive commercial proposals

Well-structured and visually appealing offers stand out from the rest. Increase your conversion rate with an improvement in the aesthetics of your proposals.

Version history of commercial proposals

For good trading performance, access to the offer history is essential. Give your seller a complete overview of the proposals and their versions.

Business operation in CRM, ensuring engagement

The best way to guarantee the use of CRM by the seller is to insert the generation of commercial proposals in the tool. Thus, its use becomes inevitable.

Product

Check out some of the features that make up the commercial proposal generator.

Professional and functional design

Business proposals say a lot about your products, services, and company. Get commercial proposals with high-quality design, from the cover to the images, tables, and links.

Advanced Pricing

Automatically calculate the price using advanced formulas and external ERP queries, including taxes, price lists, currency conversion, and margins.

Smart Fields

Create intelligent fields with more than 20 types of masks, with pricing formulas, with the appearance or hiding of conditionals and queries to external APIs (such as Receita Federal or Serasa), and finally, control who can see or change each one.

Opening Notification

Send the proposals to your clients and know exactly when they were opened by receiving notification in the system (desktop and app). With this, gain greater power and control over your negotiations.

services

Our services are made available to provide you with better user experience possible with Ploomes

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

What is a proposal generator?

It is a tool that allows you to create professional commercial proposals in an agile, standardized way and integrated with the CRM, with automatic design, calculations and data, eliminating rework.

Does Ploomes have a proposal generation module?

The Ploomes Proposal Generator is a solution that automates the entire process of creating, pricing, and sending commercial proposals, contracts, and sales documents. It consists of two modules that can be sold integrated or separately, according to the customer's needs:

- Automation of Proposals and Documents: responsible for automatically generating standardized documents, such as proposals, quotes and contracts, filling in data directly from the CRM and allowing them to be sent for electronic signature.
- CPQ (Configure, Price, Quote): responsible for configuring products and services, calculating prices and generating more complex and personalized quotes.

What features make up the Business Proposal Generator?

The Proposal Generator brings together the best of the two modules, CPQ and document automation, and offers features such as:
- Customizable templates of proposals, contracts and budgets;
- Advanced pricing with formulas, business rules, or external integrations;
- Dynamic and conditional fields, which appear or are hidden depending on the type of business;
- Configuring optional or mandatory products/services;
- Automatic notifications opening of the proposal;
- Integrated electronic signature;
- Automatic data filling of the customer, business, and products directly from the CRM.

Do you have other questions? Get in touch

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