Streamline client onboarding and billing operations with modern proposals. With proposals, you can:
Send professional proposals and engagement letters
Outline and scope your services
Collect payment information upfront from the client
Have clients electronically sign and agree to your terms
Auto-generate and activate invoicing once signed
⚠️Please note. To send proposals, you must bill out of Financial Cents.
The Components of a Proposal
Introduction
This is where you can create a personalized introduction for your client. In this section, you can:
Select the signatory
Choose a proposal start date
Add an intro video for your client
Add an intro message for your client
Services
This is where you can add and scope services you will be billing your clients for. You can add:
One-time and/or recurring services
Define the scope of work
Add the pricing, discounts, or tax associated with the service items
Add add-on services to upsell prospects and increase revenue
Payments
This is where you can choose how your client can pay for the services. You have:
Credit/debit card
Typically pays out in 1 business day
ACH wire transfer
Typically pays out in 4 business days
More importantly, you can require the client to upload their payment information before they can sign the proposal to automate future payments.
Terms
In this section, you can include your engagement letter to keep your firm safe from a legal standpoint.
Preview Proposal
Once you finish creating the proposal, you can preview it and see what it will look like before sending it to the client.
Set a default price display
If your firm quotes work on a pre-tax basis, you can choose to show pre-tax prices on all proposals by default. Navigate to Settings > Billing and select the Payments tab. Under the Proposal Preferences section, check Show pre-tax prices to clients, then click Update Preferences.
ℹ️Heads up! This sets the default for all new proposals. You can always override the setting on a per-proposal basis inside the proposal editor. When pre-tax mode is on, clients see a note that tax is not included. Tax is still calculated and shown on the generated invoice as usual.
Client Experience
With a simple and modern design, your client will be able to easily review and sign the engagement letter. Experience it yourself by clicking the button below: