25 hours a month on quotes
Proposal and quote generator
Proposals built from your templates and the client's details in minutes instead of hours.
Run · The short end of 3 to 11 weeks.
A proposal for Nguyen Holdings built from the T2 and monthly bookkeeping templates, with the fee lines filled in from the firm's pricing rules, ready for signature.
How it works
Step by step.
01
Pick the template
T1, T2, monthly bookkeeping, or a mix.
02
Add the client's details
Entity, volume, add-ons. Your pricing rules apply themselves.
03
Send it
A branded proposal, ready for signature, in minutes.
What you get
Included in the build.
- Your templates and your pricing rules
- Branded PDF or web proposal
- E-signature built in
- Status tracking: sent, viewed, signed
Works with
- Microsoft 365
- Google Workspace
- Karbon
Your data on this system
It holds the client details you enter and the proposal itself. No client documents.
Typical timeline
The short end of 3 to 11 weeks.
FAQ
Proposal and quote generator questions
Within rules you set. A person still reviews before it goes out.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.