Mercas, screen by screen
Mercas brings the client account, the opportunity, the quote and its tracking together in one place. Each piece links to the next, from first contact to signature.
The client at the center
Each client is a record: legal name, full address, contacts. It's the base the opportunities and quotes attach to.
- Accounts with billing address
- Several contacts per account
- Opportunities and quotes linked to the account
The pipeline at a glance
The pipeline shows where each deal stands, from prospecting to negotiation. Amount, probability, planned follow-up date: it all reads at a glance.
- Stages from prospecting to won or lost
- Amount weighted by probability
- A follow-up date on every opportunity
Every quote, its status
The list of quotes, with their status and due date. You see what to price, to send, to follow up.
- Status of each quote, from draft to accepted
- Validity date and follow-up date
- Filters by status and by account
The quote and its workflow
The quote is built line by line: description, quantity, price, discount, VAT. It follows a visible workflow, from go/no-go to sending, and locks at every step cleared.
- Lines, discounts and VAT
- Workflow: go/no-go, approval, sending
- Content locked once started
The history of exchanges
Every call, email or meeting is logged on the account. The history of exchanges stays in view, and follow-up tasks surface.
- A log of exchanges per account
- Calls, emails, meetings, tasks
- Follow-up tasks to handle
Meetings and due dates
Meetings and due dates in a calendar. Quote and opportunity follow-ups surface here.
- Meetings and due dates
- Quote and opportunity follow-ups
- A view of the whole week
The quote, as a PDF
The quote exports to PDF: your letterhead, the client address, the line detail, the payment terms and the legal notices. A clean document, ready to send.
- Letterhead and client address
- Line detail, net total, VAT, gross total
- Payment terms and legal notices
