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.
Watch our help video on how to create a proposal:
How to create a proposal?
First, you have the option to search a contact that you have imported into the Contact Hub that will pre-fill the Company and Primary Contact details for the client/prospect automatically.
You can also select a package template to use that will preload services for you.
Within the Basic Information section you want to be capturing a few details such as the proposal template you will be using alongside the letter of engagement. You then need to select the annual revenue range for the client, as well as inputting a start date and financial year end date which will determine the use of the Alignment Fee.
Select the services you will be providing by working through each section that can be used live and collaboratively with a client/prospect.
The system will then prompt further questions about services which will determine the scope.
You can also add services on to the roadmap which will be pulled through to the proposal PDF for you to upsell and refer back to for the client to consider in the future.
You can choose to show a full breakdown of the services and all costs associated to each.
You also have the option to change the billing cycle from the default option of 'Monthly' to 'Annualised.'
The alignment fee will be pulled through for proposals dated less than 12 months for services such as Annual Accounts & Corporation Tax which are calculated over 12 months.
Within this final section you need to input the client company details, alongside the primary contact details.
The additional signatories box can be used for instances where you have multiple people that need to sign the proposal and letter of engagement.
Follow-up dates can be inputted to arrange that next call or meeting with the client if they are not looking to make a decision then and there.
The key dates table is a really useful feature which can be utilised to set start dates for when you will be commencing work on a service so you are not assuming liability. Alternatively, you can set deadlines for information along with filing deadlines that you can hold clients to account for.
Finally, you can save the proposal as a draft to make further amendments to which can be found in your proposal dashboard or hit send!!
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.
If you have any questions, please reach out to us! 😃