Hi everyone,
I’m curious how people here who work with accounting firms, finance teams, or professional service businesses currently manage client proposals.
Do you still create proposals, pricing documents, and engagement letters manually, or do you use dedicated proposal software?
I’ve been exploring ways to automate the process, particularly consistent pricing, proposal creation, e-signatures, engagement letters, and payment collection.
Would be interested to hear what tools or workflows people are using and what the biggest pain points are.