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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Jumpstart your estimation process by leveraging templates and readily available content, minimizing the effort required to generate proposals that still maintain a personalized touch. With a collaborative approach, multiple team members can contribute to the same proposal simultaneously, ensuring that all updates are automatically recorded in an extensive changelog. This method helps circumvent resource allocation challenges by providing clear tracking and visual representation of project advancements. Proposals can be created, accessed, and modified from any device—be it a computer, tablet, or smartphone—making the process highly flexible. The inclusion of graphical representations, notifications, and real-time activity feeds keeps you informed about your team's actions. Additionally, consolidate frequently sold products and services in a single repository for quick access and reuse. Establish internal guidelines that empower junior staff to operate independently. Furthermore, you can invite, manage, and remove users as needed, while also setting permission levels that accurately reflect their roles in the estimation workflow. By streamlining these processes, teams can enhance their efficiency and responsiveness in proposal creation.

Description

The Outbooks Proposal Tool is specifically crafted for accounting and bookkeeping firms to enhance the efficiency of their proposal development and management procedures. This innovative tool facilitates the crafting of polished proposals that effectively showcase the firm’s brand identity. By automating engagement letter generation, it ensures that all communications are both compliant and uniform. The inclusion of integrated payment options simplifies the transaction process, allowing clients to conveniently settle their bills for services rendered. A standout characteristic of the Outbooks Proposal Tool is its commitment to consistent value-based pricing, which guarantees clients receive clear and equitable estimates. By utilizing the Outbooks Proposal Tool, accounting practices can significantly boost their operational efficiency, elevate the client experience, and uphold a high level of professionalism in every interaction with clients. Ultimately, this tool not only saves time but also fosters stronger client relationships by ensuring transparency and reliability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

£30
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Estimo

Founded

2016

Country

Italy

Website

estimo.tech

Vendor Details

Company Name

Outbooks

Founded

2011

Country

United Kingdom

Website

proposal.outbooks.com

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Alternatives

Alternatives

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