Simplify proposal management with Outbooks proposal today. Accountants can now streamline proposal creation, engagement letters, and client payments with our digital proposal
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!
Customisable Templates
Automated Engagement Letter Generation
E-Signatures
Integrated Payments
Consistent Value-Based Pricing
Product recommendations, vendor rankings, market overview and tips on how to select Proposal Management software for business. Published in September 2024.
These products help create, store and manage proposals quickly and in an organized way. Businesses that need to draft and design proposals on an ongoing basis can save time and effort by using proposal management software. Most products come with a drag-and...
FREE DOWNLOAD Proposal-Management-Software-Buyer-Guide-2018.pdfNo
Payment gateways like Stripe and GoCardless.
Yes
Yes
Supports multiple platforms like desktop, mobile, etc.
Accountants and Bookkeepers
For creating and managing professional proposals.