The following features are included on all plans
E-signatures | Forms | Tables | P&L | Reporting | Multi-currency | Discounts | Contracts | Invoicing | Bespoke Templates | Approval Mode | Online Payment Processing | Integrations
Email Support, Video call support, In-app chat support and Weekly Training Sessions
We believe that adopting a new software solution shouldn’t distract from the regular running of your business, so our setup service offers:
We’ll ask you for your example quote and proposal documents. Don’t worry if you don’t have anything formal – we’ll create a design you’ll be proud of.
Price List Entry
Give us your prices list and we’ll create a database of prices you and your team can quickly access.
If you have a list of contacts you want to send promotional offers, quotes and proposals to, send it to us (in an excel file, preferably!) and we’ll get it formatted and imported for you.
We’ll ensure that your company information is present and correct and that your brand is represented with your logo and brand colours.