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From Proposal to Payment: How Automation Simplifies the Conversion Process
09/30/2023: Convert Proposals & Estimates to Invoices Automatically!
If you’re in the business of providing services or products, you understand the importance of creating professional proposals and estimates for your clients. These documents serve as the foundation for securing new business and setting clear expectations with your customers.
But what if there was a way to take this process to the next level? Imagine seamlessly converting your proposals and estimates into invoices with just a signature. Well, the wait is over – we are thrilled to announce the launch of our latest feature: automatic conversion to invoice on signature!
Simplified Payment Collection and Proposal/Estimate Tracking
With this groundbreaking upgrade, we have made it easier than ever for you to collect payments and keep track of who has accepted your proposals and estimates. No more manual conversion of documents or worrying about missed payments. Our system does it all for you, saving you time and effort.
How It Works
When a client reviews and approves your proposal or estimate, they simply need to provide their signature, either digitally or physically. Once the document is signed, our intelligent system instantly converts it into a professional invoice. This seamless transition ensures a smooth experience for both you and your clients.
Benefits for Your Business
By automating the conversion process, you can enjoy several key benefits:
- Time Savings: Eliminate the need for manual document conversion, allowing you to focus on more important tasks.
- Faster Payments: With invoices generated automatically, you can collect payments promptly and improve your cash flow.
- Enhanced Client Experience: Clients will appreciate the streamlined process and promptness of receiving invoices after approving proposals or estimates.
- Improved Tracking: Easily keep track of which clients have accepted your proposals or estimates, ensuring efficient follow-ups and reducing administrative headaches.
Get Started Today!
Ready to experience the convenience and efficiency of automatic proposal and estimate conversion? Say goodbye to manual document conversion and hello to seamless payment collection and proposal/estimate tracking!
To learn more about this exciting feature or to get started, visit our website or contact our support team. We’re here to help you streamline your business processes and take your productivity to new heights.
Other Recent Estimate & Proposal Updates:
09/22/2023: Custom notifications for proposals and estimates!
We are thrilled to announce the launch of our latest feature: custom notifications for proposals and estimates!
Now, you have the power to create and customize email notifications that perfectly align with your brand and business. With this exciting addition, you can ensure that every communication sent to your clients reflects the utmost professionalism.
Say goodbye to generic notifications and hello to a personalized touch that will impress your clients from the very first interaction. Get ready to elevate your proposal and estimate game with our new custom email notifications!
09/08/2023: Background Images Live for Proposals and Estimates!
We are thrilled to announce the latest update to our proposal and estimate feature - the addition of background images!
Now, you can take your proposals and estimates to a whole new level of visual appeal. With the ability to incorporate stunning background images, your documents will truly stand out and captivate your clients. Our team has worked tirelessly to bring you this exciting enhancement, and we couldn’t be happier with the results.
Prepare to impress your clients with visually stunning and professional-looking proposals and estimates. Let your creativity shine and leave a lasting impression with our new background image feature.
08/29/2023: Custom Fields Added to the Proposals and Estimates Builder!
Introducing an exciting enhancement to our Proposals and Estimates Builder: Custom Fields Integration!
Now, you have the power to effortlessly incorporate contact custom fields into your estimates and proposals. This groundbreaking feature allows you to seamlessly leverage the information stored in these fields, automating the process and saving you valuable time. With this game-changing addition, crafting personalized and professional estimates and proposals has never been easier.
Experience the convenience and efficiency of our Custom Fields Integration today!
08/25/2023: Mobile Signing + Hyperlink Support Live for Estimates/Proposals!
We are thrilled to announce that our platform now offers mobile signing and hyperlink support for estimates and proposals! With this exciting update, customers can easily accept and sign proposals directly from their mobile browsers.
Additionally, they can mark documents as finished and conveniently download a PDF of the signed document. Furthermore, we have fixed the ability to insert hyperlinks in the created documents, empowering businesses to include important links when sending documents to potential leads and clients.
These enhancements provide a seamless and professional experience for both businesses and customers.
8/17/2023: Introducing Estimates & Proposals!
Introducing the New Feature from Web Wisconsin: Estimates & Proposals
We are thrilled to announce the latest addition to our Connect Marketing Solution: Detailed Estimates & Proposals! This new feature is designed to streamline your business operations and make your interaction with potential leads more engaging and effective.
Create Formatted Documents
Now, you can create a detailed proposal or an estimate right within our platform. With our new feature, you can use custom fonts and styles, add headings and paragraphs, and even insert links and bulleted lists. This will allow you to create documents that reflect your brand and effectively communicate your message to potential clients.
Insert Multimedia
Our new Estimates & Proposals feature allows you to insert images, videos, and table elements into your documents. This can make your proposals more informative and appealing to potential leads, thereby increasing the chances of conversion.
Product List Element
With the ability to insert a product list element, you can present an approximation of the costs involved in fulfilling the service. You can add product line items, apply taxes, and offer discounts to showcase the costs associated with the proposal or estimate.
Digital Signatures
Our exciting new feature also includes the ability to accept digital signatures on documents from potential leads or clients using the Signature element. This means you can send a document via email and allow potential clients to accept and digitally sign the document after reviewing it.
Signature Certificate
When a client signs a document digitally, our system will generate a signature certificate by capturing the required information such as the IP address and customer name/email. This certificate acts as a valid document for the authenticity of the digital signature and will be added as the last page of the signed copy of the pdf.
Automatic Receipt
After the document is accepted and marked as finished by the client, they will automatically receive a signed/finished copy pdf. This ensures transparency and ease of record keeping for both parties.
We at Web Wisconsin believe that this new feature of Estimates & Proposals is going to revolutionize how businesses interact with their potential leads. It’s all about making processes easier, faster, and more efficient. We’re excited for you to try it out!
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