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‘Seal the deal’ with a beautiful proposal
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FOR MANY BUSINESSES sending quotes and estimates to prospects doesn’t accurately describe the work you’ll be providing them.
Sometimes it’s because you’ll be providing an ongoing service or solution to a business problem — property management, content marketing, bookkeeping — and other times it’s because your business will be competing with others in a public tender.
In these instances, you’ll need to send a proposal to potential clients to explain your value proposition and how you’ll solve their business problem. Rather than sending a proposal in a Word document that you can’t track, use a cloud-based document management platform.
Here are some popular Xero CRM Integrations.
Continue reading The Best Xero-Integrated Document Management Platforms