Vorschläge
Send Engagement Letters to set terms, simplify client onboarding and be paid faster.
Vorschläge: Übersicht
Learn how proposals help pitch services, define terms, automate payments, and simplify client onboarding.
Vorschläge senden
Send proposals and engagement letters based on predefined templates.
Angebotsvorlagen erstellen und anwenden
Erstellen Sie Angebotsvorlagen und passen Sie sie an, um die Auftragsbedingungen zu definieren.
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.
Verwaltung von Unterzeichnern und Signatur für Vorschläge
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.
Arbeit mit Vorschlagsliste
View, search, filter, sort, and customize proposals list across all clients or by account.
Historie/Prüfpfad für Vorschläge anzeigen
Track all actions taken on a proposal.