PROPOSALS & QUOTES
Sometimes it is a full proposal. Sometimes it is one line and a number. Either way it goes out as a link they can read on their phone and accept without printing anything.
Keep your prices and terms in one place so nobody retypes them, and nobody mistypes them either.
You can see it was opened, and how often, instead of wondering whether the PDF arrived.
Acceptance is recorded against the deal, so the paperwork and the conversation stay together.
The gap between interest and a signature is where most work is lost.
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