The best tools for accounting proposals are:
CRM software;
document automation solutions;
ChatGPT;
ready-made and customizable accounting services proposal templates.
1. CRM Software
In Agendor , for example, you create and customize commercial proposals in just a few clicks .
With our CRM, you have the option to use a ready-made marketing list of rv owners template or create a new one according to your business needs. Then, simply view the proposal, generate a PDF and send it to your future client.
techniques for accounting proposals
Check out the complete step-by-step guide in this article: “ 5 tips for creating and customizing business proposals with Agendor ”
2. Document automation solutions
There are several options for document automation solutions that range from creation to storage. ZapSign is an example of a system for electronic signature collection.
This software collects digital signatures through links and is legally valid. In addition to security and practicality, one of its advantages is the possibility of integrating it with Agendor . This way, you can carry out the entire process in the CRM itself and gain much more practicality.
3. ChatGPT
ChatGPT can be used at different stages of the sales process . When creating accounting proposals, this AI-based feature helps, for example, create personalized texts for each client and find good arguments to overcome objections.
Watch this video, with Raul Candeloro (VendaMais) and Júlio Paulillo (Agendor) and check out practical tips on how to use this tool for commercial proposals.
4. Ready-made and customizable accounting services proposal templates
To optimize your time and make it easier to create this important document, use a ready-made accounting services proposal template, like the one we created for you!
Download the Agendor Sales Presentation Template [FREE TEMPLATE!] now , understand why 67% of people who watch verbal presentations with visual resources feel more prepared to buy and increase your chances of selling more!