Key benefits: • PRICE CONSISTENTLY – & eliminate scope creep. Remove the guesswork with a systemised approach to pricing, that uses sophisticated calculations and a logic that your team will want to use, and your clients will understand.

• SELL MORE CONFIDENTLY– Agree on fees with your clients without any awkwardness, instantly in real-time and fully present your value in a professional proposal that reflects your brand.

• MINIMISE RISK – Generate fully compliant engagement letters in seconds and have them digitally & securely signed by one or more people. Import your own letters or use smart engagement letters from OverSuite®.

Details: • Create professional proposals & renewals in real time

• Professionally reflect your brand and values of your firm by easily editing text, adding professional imagery, client quotes, new sections to bring your services and brand to life.

• Tailor your templates for different client types and teams

• Automatically generate the most sophisticated engagement letters that can be sent signed and returned electronically within one system

• Define key dates in your engagement letters instantly to reduce the liability

• Get one or multiple e-signatures per proposal that are time, date & IP addresses stamped to meet the most stringent legal requirements

• Manage your clients and prospects in the Contact Hub to maintain a single source of truth for all your client data with live updates so you are able to make adjustments in real time.

• Demonstrate your app expertise with the AppsMap™

• Strengthen relationships with a collaborative client experience, that will actually strengthen the relationship