“Keeping track of your finances is one of the most important aspects of managing a business, and invoicing and proposals are tops that list.”
Most importantly, you will be able to save cost from sending proposals and invoices to your customers virtually. Furthermore, a digital approval will allow a faster commitment from your clients. This feature will allow sales management from anywhere. You’ll get to track all of your invoicing and proposals within Profit Pad portal.
Product Features
Save valuable time and cost with eSignature proposal so that you can get initial commitment from clients
Instead of recreating proposals from scratch, one of our key feature will allow you to reuse from previous proposals or invoices.
Access your proposals or invoices from anywhere. You can share those documents with other members from your team.
Dragging items and activities can be done easily through the form. This will allow you to save time from manual reordering your items.
Send proposal or invoice by email to your client through our app
Overview the expenses associated to your invoice through our PO# tracking
Store important docs such as approved proposals for record keeping
Download or view the receipts associated to the invoice or proposal
“You can send a digital signature approval request to your customers from anywhere..”
Try us out for free
Sign up for a free trial, and get full access to Profit Pad. We'll do a month of your bookkeeping and provide you with a set of financial statements for free.
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