Delight your customers. Digitise and automate your sales process now
Stop using physical paper or disorganized word/excel documents for your sales process with auto-generated PDF agreements, quotations, or even invoices
No more fussing over how to sign the document or where to meet up. Simply guide your customers to sign over digitally, and on any device
Do not wait for your admin team to process any sales agreement or contracts. Speed up your sales cycle and close the customer asap!
Design all your Sales Agreements
Let your customers easily fill up their particulars and sign off on any web browser or mobile device
The Sales Agreement or Contract will be auto generated in PDF format
The agreement can be automatically shared with your customer or any of your colleagues
Stop onboarding your customers with messy Word docs, Emails or WhatsApp.
Collect signatures digitally with ease
Create custom forms to collect particulars effectively
Auto send email notifications to your customers or your colleagues to make sure everyone is on track
Once done, automatically generate the right documents in PDF format and send it to anyone
Instead of browsing messy folders or files to find the right quotation forms and fill in the blanks, simply use Forma to automate the process
Create simple forms for your sales team to fill up
Auto generate Quotations Forms
Send to Sales Manager/Director for review/approval
Once approved, the Quotation Form can be auto generated in PDF format and sent to your customers
Do not have customers call in or WhatsApp to place orders. It’s messy, disorganised, and more importantly, you can’t accept any orders when your team is sleeping.
Create custom sales order forms for your customer
Show/Hide applicable products or services
Collect relevant customer details for order processing
Send automated confirmation emails back to your customers