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Offers and orders

OFFERS AND ORDERS

Turn leads into actual sales with Firmao.

Create professional sales quotes and send them to customers with a single click. Track their status and easily convert offers into orders all without leaving the system.

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Easy management of offers and orders

Create professional sales quotes and easily convert them into orders. Navigate the sales process with Firmao’s support.

Professional-looking documentsClear, professional proposals build customer trust and streamline the decision-making process.
A seamless transition from offer to saleConvert a quote into an order or invoice with a single click and speed up the sales process.
Full integration with CRMEvery quote and order is based on a genuine history of interaction with the customer, which builds trust and speeds up the purchasing decision.
Faster response to customer inquiriesPrepare a quote right after contacting the customer and increase your chances of closing the sale.
Better business decisionsAnalyze the effectiveness of your offers and sales calls to adjust your strategy more quickly and boost sales.
Making full use of the product databaseProducts with descriptions, photos and variations automatically enhance your product lineup and increase your chances of approval.
A better overview of salesNo quote or order goes unanswered. You always know when you need to reach out to a customer.
Data securityYou have full control over all your sales documents, without having to store files on personal computers or in email inboxes.

Enable offers and orders in Firmao

Quotes and orders are key stages in the sales process - from the initial contact to the final confirmation of the partnership. Don’t waste time searching for files and emails; focus on your data in one system.

Firmao streamlines the entire offer creation process and sales process in a one system. Maintain full control over status, sales history and customer data.

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A program that turns proposals and orders into tangible benefits

13
professional proposal templates.
15s
to create and send a quote to the customer.
1,3mln
total number of offers posted by Firmao customers.
100%
automatic data transfer between documents.

Who is FIRMAO suitable for?

Firmao is ideal for any company looking to streamline its sales process and improve offer preparation and order fulfillment. It’s the perfect solution for businesses that engage in active sales, serve many customers and need full control over every stage of the process.

With a centralized quote database, easy conversion to sales and full CRM integration, Firmao supports companies that want to sell faster and more effectively.

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Efficient management of quotes and orders right on your phone

The Firmao CRM mobile app, available for Android and iOS, lets you conveniently manage quotes and orders right from your phone. Create new quotes, check order details and view your customer history – all in one place.

With access to your CRM data, you can quickly respond to customer inquiries and prepare an offer exactly when it’s needed.

Why choose FIRMAO?

01.
Streamlining the sales process
Quickly turn a quote into an order and an invoice, saving time and eliminating errors.
02.
Standardization of quotes and orders
A consistent product and pricing database makes it easier to create quotes and orders with a uniform structure.
03.
Analysis of salespeople results
Track sales representatives' performance by analyzing the quotes they create, orders, discounts granted and conversions.
04.
One integrated system
Manage all your documents in one place, track statuses and analyze sales results.
05.
Constant access from anywhere
Create quotes and orders from the office, home, or on your phone, without any hardware restrictions.
Briefly speaking::
If your company interacts with customers, prepares quotes and wants to sell more effectively - Firmao will help you manage it all in one place.
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Expand your company's potential and optimize your team's performance!

Over 1,000 integrations with a wide range of platforms and tools.
To streamline as many business processes as possible!
Learn more
Allegro
PrestaShop
Shoper
SALESManago
Idosell
Saly
Base.com
WooCommerce
Google Calendar
Outlook Calendar
Zoom
Google Meet
Facebook Messenger
WhatsApp
iFON
Ringostat
LiveWebinar
SMSAPI
SerwerSMS
Microsoft Teams
Slack
Outlook E-mail
Kontomatik
Zapier
User.com
Woodpecker
Bonjoro
Getresponse
Xero
Merit Aktiva
Base.com (orders)
Missive
RingCentral
Hive
PandaDoc
Landingi

Try out Firmao for free and
with no obligations

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Answers to frequently asked questions.

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Yes. Starting with the Professional plan, you can add new document templates in .jrxml format to Firmao. Our developers can also create a custom sales proposal template tailored to your needs for a fee.

Yes. Firmao acts as an email client, which means you can connect your email account to the system and send documents directly from Firmao to your clients.

Yes, you can enable an option in your account so that every time you create an order, the products added to the document are reserved for you. Once the order expires, the reservation will be canceled and the products will return to inventory.

You can generate purchase orders for suppliers in various ways: manually, automatically from a quote, or automatically from product ingredients, depending on your needs.

Yes. Using the automation module, you can set up automatic invoicing, for example, when the order status changes to “Delivered” or any other status. Manage your automations to minimize manual work as much as possible.

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