The proposal is critical to every successful sale. It can, however, be a huge bottleneck for a busy practitioner. If revenue growth is one of your goals this year, streamlining your proposal process is critical to your success. This webinar will identify what parts of the proposal process can be standardized and automated, key elements you must include in every proposal, and demonstrate the technology to help you save time while closing more business and eliminating outstanding accounts receivable.

Learning objectives:

• What are the key elements to every proposal


• How to create professional proposals and send them to any device


• How to facilitate digital signatures, issue engagement letters and collect payment details in the one platform


• Sales and proposal best practices