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About Outbooks Proposal Tool

The Outbooks Proposal Tool transforms the way accountants/bookkeepers create and manage proposals. With a user-friendly design and robust feature set, our digital proposal tool makes proposal creation seamless, saving time and enhancing professionalism.

Instantly craft proposals with customised pre-designed templates in clicks. With Outbooks Proposal Tool, create stunning proposals effortlessly that always seal the business.

The Outbooks Proposal Tool makes generating engagement letters easy. Simplify the client onboarding process with automated engagement letters customised to each proposal. This ensures compliance and reduces the administrative burden, making clear expectations and responsibilities easier.

Implementing value-based pricing is no longer a burden. With the Outbooks Proposal Tool, you can set the price for your services based on the value you deliver. You can enhance client satisfaction and profitability by clearly showcasing the benefits you offer.

Integrating secure payment options into your proposals will simplify the payment process. Clients can accept and pay for services in one seamless transaction, improving cash flow and reducing the time spent on follow-ups or collections.

Outbooks Proposal Tool- Your partner in delivering professional, compelling proposals that drive business growth and client satisfaction!

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Summary

  • Customisable Templates

  • Automated Engagement Letter Generation

  • E-Signatures

  • Integrated Payments

  • Consistent Value-Based Pricing

Pricing

Free

Free
Included in plan:
  • 2 Proposal
  • Automated Engagement Letters
  • Customisable Templates
  • Integrated Payments
  • E-Signatures
  • Content Library
  • Dashboard

Standard

$38.05
unlimited user(s) / month
Included in plan:
  • 10 Proposals
  • Automated Engagement Letters
  • Customisable Templates
  • Integrated Payments
  • E-Signatures
  • Content Library
  • Dashboard

Premium

$63.42
unlimited user(s) / month
Included in plan:
  • Unlimited Proposals
  • Automated Engagement Letters
  • Customisable Templates
  • Integrated Payments
  • E-Signatures
  • Content Library
  • Dashboard

FAQs

    Does this service offer an API?
  • No

  • Does this service integrate with any other apps?
  • Payment gateways like Stripe and GoCardless.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • What platforms does this service support?
  • Supports multiple platforms like desktop, mobile, etc.

  • Who are the main user groups of this service?
  • Accountants and Bookkeepers

  • What is this service generally used for?
  • For creating and managing professional proposals.

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Other

Who uses Outbooks Proposal Tool
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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