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Summary |
Get a perfect view of all your business activities on one single screen with Practice Ignition. Its Business Intelligence dashboards provides you with every information possible at just one single click. Get an oversight of where your business was in the past, where it is currently and also where it is heading. View your forecast growth with well defined charts and tables and make decisions accordingly. Track the performance of your sales team with the sales pipeline overview. Stay updated with all your unbilled projects and unpaid invoices and make timely reviews and follow up calls to all your clients. ..show more |
GoProposal is a pricing and proposal software designed for accountants. It helps its users to speed up the proposal and fee review process. The software enables its users to generate professional proposals and fee reviews instantly while also making letters of engagement and service schedules. The consistent and transparent platform that can be used with ease for every client as it helps its users to get paid for all the work they put in. Users can communicate with their clients regarding the product and cost because the needs and requirements of users may change. One can agree on their fees after collaborating with the clients, and hence produce instant, professional proposals and letters of engagement. GoProposal preloads the app of users with various pricing methodologies, services, and descriptions for users to add prices, edit and amend. The software enables its users to get consistent pricing that is based on service levels, relevant factors, and complex calculations. ..show more |
Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role |
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Alert Notifications Alerts the user when predefined criteria is met |
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Approval Workflow Allows to route the documents to one or multiple people for seeking their approval |
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CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management |
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Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time |
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Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. |
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Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel |
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Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences. |
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Document Analytics Helps to know the complete insights of a document like who, when and how it is used. |
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Document Audit Trail Tracks the document signature history and timestamp for legal attestation |
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Document Library Central repository to manage your assets like Images, PDF files, etc., |
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PDF Export Enables to export the document to PDF file for easy sharing |
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e-Signature Electronic Signatures help users to sign their digital documents remotely |
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Top alternatives to Practice Ignition
GoProposal
PandaDoc
Proposify
Ideagen Huddle
Qwilr
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Top alternatives to GoProposal
Practice Ignition
PandaDoc
Proposify
Ideagen Huddle
Qwilr
|