Endless billing combinations with flexible Billing Rules
Take greater control and enjoy more flexible billing options, including annual, quarterly, monthly, weekly, hourly, even variable unit-based billing for volume-based services.
Give clients more choice with Proposal Options
Streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options. Clients select their preferred pricing option, enter their payment details, and sign – all in one place!
Simplify your proposals with Projects
Easily group your services as projects, such as advisory, compliance or bookkeeping making it easy to understand your proposal.
Peace of mind with Auto-Save
Automatically save proposal changes so you never lose your hard work.
Greater confidence with live Proposal Preview
Preview your proposal in real-time before you send it to the client to make sure it always hits the mark and is on-brand.