10:00am
You have a meeting with a prospective client
Location: Croydon, London
Meet Tracy
Tracy has heard good things about your business from a friend and needs your services. She's excited and ready to get started!
11:02am
You drafted a proposal in ZmartManager
Proposal module
11:04am
You sent the proposal to Tracy
Sent to tracy@professionals.com
11:05am
Tracy opened and viewed the proposal
via mobile
1
Personalized Branding
Personalize proposals with your business's branding and messaging.
2
Flexible Billing
Bill clients for one-time services, on a recurring basis or both!
3
Payment
Collect payments right on your proposals via credit card/Debit Card ( Depending on your credit policy)
4
Engagement Generator
Automatically generate your terms of service ( engagement letter). The internal email facility allows you to send the email to Tracy quickly.
5
Digital Signature
One signature for your proposal, contract and payment terms. Tracy loves this as she does not want to print any papers
11:10am
Tracy has digitally signed the proposal
(Engagement Letters)
(Engagement Letters)