Les propositions
Send Engagement Letters to set terms, simplify client onboarding and be paid faster.
Propositions : aperçu
Learn how proposals help pitch services, define terms, automate payments, and simplify client onboarding.
Envoyer des propositions
Send proposals and engagement letters based on predefined templates.
Créer et appliquer des modèles de propositions
Créez et personnalisez des modèles de propositions pour définir les conditions d'engagement.
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.
Gérer les signataires et l'autorité de signature pour les propositions
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.
Envoyer des propositions automatiquement et créer un lien vers projets
Trigger automatic job movement upon client signature and invoice payment.
Travailler avec la liste des propositions
View, search, filter, sort, and customize proposals list across all clients or by account.
Afficher l'historique/la piste d'audit des propositions
Track all actions taken on a proposal.