Amazing Proposals
Pros
- Automatic Payments: You set up a proposal to collect payments once and you don't have to worry about bugging the client for payment every month.
- Amazing support: I have always received answers from the support team within the same day. They are very patient and understanding.
- Integrates with Xero: It integrates with our accounting software, making reporting faster.
Cons
- I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
- I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
- I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.
Return on Investment
- It has made our workflow 100% faster. We can send out a proposal within hours of receiving the lead. This is all because of the saved service libraries.
- We don't really have to worry about collections from clients. We can set proposals for auto payment and require payment on signature.








