Proposals and engagement letters are included in all plans at no extra cost
Streamline client onboarding & billing operations with modern proposals. With proposals, you can:
Send professional proposals & 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
The Components of a Proposal
Introduction
This is where you 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 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 cost, discounts, or tax associated with the service items
Payments
This is where you 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.
Client Experience
With a simple and modern design, your client will be able to easily review and sign the engagement letter. Experience it yourself.