Financial Proposals
The proposal is signed; the order is created.
Versioned financial proposals with a multi-step approval workflow, signature, a public link for the customer, warehouse reservation and automatic conversion to an order.
In all plansWeb, Android and iOSConnected to 2 other applications
What changes
From the first call to the invoice, all on the customer file.
TodayWith Financial Proposals
Salespeople quote prices and discounts from memory.Price terms and discount ceilings live in the system; anything above the ceiling goes for approval.
Quotation in Word, order in Excel, invoice in accounting.A quotation becomes an order and an invoice in one click; stock is reserved instantly.
Customer follow-up lives in the salesperson's memory.Every call, proposal and invoice on the customer file; with follow-up reminders.
Capabilities
What it makes simple
Every capability works on the same shared data; anything recorded here appears instantly in reports, the inbox and Liana.
Video tutorial in the Academy- 1
Versioning
Every version of the proposal is preserved. - 2
Multi-step approval
Discounts and special terms with manager approval. - 3
Public link and signature
The customer views and signs the proposal online. - 4
Automatic conversion
To a sales order with warehouse reservation.
In the organization's workflow
One set of data; no number is ever entered twice.
Financial Proposals exchanges data with its neighboring applications, and every event reaches the inbox, reports, Liana and mobile.
Takes and gives dataCustomers & CRMLeads, opportunities and the customer fileSalesQuotation to invoice
Financial ProposalsVersions, approval, signature and conversionOne set of data · One sign-in
And always inInboxEvery approval and referral, in one placeReports and dashboardsInstantly, with no exporting
Mobile appTake an order at the customerQuotation and signatureCustomer file
Liana AI
Ask Financial Proposals in your own language.
Liana answers from this same data, with the same access you have, and links every number to its source document. On web and mobile.
More about LianaWhich customers owe more than 90 days?3 customers, 412 million; Pars Trade accounts for 78%.
Conversion rate of this quarter's proposals?34%; 3 points better than last quarter. The biggest drop-off is at discount approval.
More Sales & Customers applications
All applications ←Try Financial Proposals with your own data.
14 days free, with all other applications and Liana AI. Bring your data in with Excel or start with sample data.
No upfront paymentAn onboarding specialist alongside youFull data export at any time
Your first day with Financial Proposals
1
Customers and productsWith an Excel template
2
First quotationWith price terms and discount ceilings
3
Invoice and automatic entryWarehouse reserved, accounting posts the entry