Propuneri
Send Engagement Letters to set terms, simplify client onboarding and be paid faster.
Propuneri: Prezentare generală
Learn how proposals help pitch services, define terms, automate payments, and simplify client onboarding.
Trimiteți propuneri
Send proposals and engagement letters based on predefined templates.
Create & apply proposal templates
Create and customize proposal templates to define engagement terms.
Set up packages, payments and services in proposals
Set up services, tiered packages, and payment options in proposal including one-time invoices, recurring invoices, and price-list only proposals.
Gestionarea semnatarilor și a autorității de semnătură pentru propuneri
Control who can sign proposals in TaxDome.
Assign tags based on the proposal package
Assign, remove, or clear account tags automatically based on the proposal package chosen by the client
Actions with proposals
View, edit, print, download, or delete proposals.
Send proposals automatically & link to jobs
Trigger automatic job movement upon client signature and invoice payment.
Lucrați cu lista de propuneri
View, search, filter, sort, and customize proposals list across all clients or by account.
View history/Audit trail for proposals
Track all actions taken on a proposal.