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FreshProposals

Accounting Proposal Template

 

Accountants, Put Your Best Foot Forward & Close Deals Faster

Accounting Proposal Templates

Use professionally designed accounting proposal template to hook up your client.

Impressive design, interactive quotes, e-signature will make your clients say YES!

Are you a financial accountant or do you own a accountancy firm or financial auditing firm? In order to fully operate in the environment of highly competing financial accountancy agencies, you need to tackle too many challenges? Pitching your accounting services is the first and the most important one, as this space is really crowded. You need to stand out from the competition. It is only possible with a convincing, impressive accounting proposal template.

Use this accounting proposal template to get a head start and succinctly present your services.

Things you can do with it,

  • Highlight your work examples, the process you follow along with the case studies, consulting project scope, expected outcome and reporting.
  • Demonstrate how you will set/achieve business objective through your accounting service engagement and help your customer do better business
  • It ensures that your proposal template will look amazing on whatever devices your prospect views it on, be it desktop, mobile or tablet.
  • You can get the acceptance and sign off quicker using our online signature feature.

The best part is all the proposal templates are 100% editable, so you can tailor them as per your business.

Without a further do check the template in action.

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Accounting Services Proposal Template

Accounting Proposal Template

Free sample of accounting proposal template. Customise quote, retainer terms, contracting terms of accounting services along with online signature for clients to accept proposals.

Proposal Software Features to Help You Win More Clients 

Proposal Intelligence

Get actionable intelligence about how prospects are interacting with your proposals

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Interactive Quotes

Let clients feel they are in control of the quotation, select/ deselect items, quantities

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Content Library

Central place for all your content be it sections, images, fees. Keep using your best content again

TBD

E-Signature

Seal the deal with online signature. Never ever have to print, sign, scan, email proposal

TBD

Placeholder, Custom Fields

Forget find-and-replace-all in your proposal say bye-bye to such mistakes

TBD

Automated Reminders, Notifications

Automatically remind your prospect about proposals. Get notified whenever clients open it

TBD

Ready to Use Templates

Forget MS Word and other tools. Use professionally designed templates to quick start your next proposals

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Let Your Videos Speak

Make your proposals even more engaging. Use videos to showcase your best work. Use videos in your next proposal.

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Comments & Collaboration

Let your clients add comments. Set internal collaboration as well

TBD

Schedule Proposals

Working late and don’t want to send untimely proposal. Schedule it more appropriate time

TBD

Track Pipeline, Deals

Track sales deals using high level proposal closure stats in deals pipeline 

TBD

Online Acceptance

Enable and empower clients to accept proposals online, parties will also get email confirmation.

TBD
proposal software features

What’s More?

Sales is all about how well you understand prospects and seize the moment when it has the most impact. Use Fresh Proposals to stay pretty close to your prospect and close the deal faster.

 

Let’s Get Started

Ready To Turbo Charge Your Sales? Let’s Make It Happen Together!