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.