Enter Email in the Accounting Services Proposal Template with ease For Free
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2015-01-17
I have difficulties to send to sign to 2 people at the same time. I follow instructions but it does not work. The rest is good, specially on line help is good! Thank you
2016-09-22
The billing is bogus and felt dishonest, but customer service fixed my problems after an email. These save well as pdfs but not as docs. I think the service should be less expensive, given apps with similar functionality.
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2021-04-12
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2020-08-06
organization
I wish the updates had an option to keep the title and not make duplicates. I like to keep "my documents" organized and not all the downloads unless I want to save it as multiple copies. I love that it combines pdfs w other docs. I love the highlight and annotate features.
2024-12-12
Enter Email in the Accounting Services Proposal Template
The Enter Email feature in the Accounting Services Proposal Template simplifies the process of sending proposals directly to clients.
Key Features
Easy input for client email addresses
Seamless integration with existing proposal templates
Automated proposal sending with a single click
Customizable email subject and message options
Confirmation notifications for sent proposals
Potential Use Cases and Benefits
Accountants can quickly send proposals to new clients without tedious manual steps
Businesses can track proposal delivery and follow up as needed
Freelancers can enhance their professionalism by using polished templates for client communications
Agencies can coordinate proposal sending among multiple team members with ease
This feature addresses the common challenge of managing client communications. By allowing you to enter email addresses directly into the proposal template, it saves time, reduces errors, and ensures your proposals reach their destination. In this way, it enhances your efficiency and helps you focus on delivering outstanding accounting services.
#1 usability according to G2
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