Once you have your system configured, creating a proposal and letter of engagement should be really easy for any member of your team.

These documents can then be e-mailed to prospects to read through and sign electronically.

Those that see the most success with the software will use it live in the proposal meeting, to collaborate on services and fees with their clients in real time.

Here is a guided tour of how you can do this.

What's next?

To start this process you'll want to make sure you're happy with the pricing in your system and that you have your main Engagement Letter in there.

Take a look at our getting started guide here if you want a step by step guide to getting your first proposal out, or book a Kickstart Webinar.

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