Helping accountancy firms to grow more profitably with the leading pricing & proposal software.

WHAT YOU'LL BE ABLE TO DO
Sign new clients up faster and give more value to existing clients

1. Configure Complex Pricing
Configure the exact pricing you want to charge for your services. Add layers of variations, charge based on their revenue and build in whatever level of complexity you need.

2. Easily Agree Fees
Easily agree fees whilst you’re sat with your prospects and clients. This speeds up the sales process & allows them to comfortably choose to buy more from you.

3. Produce Instant Proposals
Produce instant proposals that look fantastic, contain all the information your clients need to make a decision and has been psychologically designed to improve conversion rates.

4. Auto-Generate Letters of Engagement
Dynamically generate Letters of Engagement with one click, which automagically pulls through your Scope, Terms & Conditions and all the Service Schedules for the specific services chosen in the proposal.

5. Digital Signatures
Get your new client to sign-off your Letter of Engagement digitally and legally with a real signature. They also require a check box to be selected, being time-stamped, date-stamped and IP Address-Stamped.

6. Trigger Your Onboarding
Redirect your new client straight into your onboarding process and notifying your team via email. You can also trigger off automation in CRMs such as Infusionsoft, Trello, Capsule and Slack.