digitalPROPOSALS provide you with a better quote to cash solution. The digitalPROPOSAL is sent via email to the prospect where they can click on it and view it in your clientGATEWAYS portal. They can accept the proposal. A digitalINVOICE is automatically created and they can then provide payment.
Choose from one of 24 title pages or create your own. Sections include: Title Page, Scope of Work, Body, Summary Page, and Terms and Conditions.
The PDF version is the traditional delivery method for a proposal. Choose from one of 24 title pages or create your own.
Sections include: Title Page, Scope of Work, Body, Summary Page, and Terms and Conditions.
The PDF may be sent as a file in smartOFFICE or you may print the proposal in order to present it to your prospect.
