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Proposals
Improve your client documentation
Introduction
The new Moveware Digital Documents platform provides the ability to present quality customer proposals and other documents to your clients via a web page using either a desktop, tablet or mobile device. Your business documents can be interactive, enabling your clients to choose pricing options, accept or decline quotations, add comments, and complete questions.
Give your Business the Competitive Edge
The digital document platform can separate your business from the competition. This system provides great benefits for both your business and your clients by making documentation and communication processes more efficient.
- Jobs and Quote information are entered into Moveware as normal
- A Diary action is completed to generate a customised secure link that is sent to the Client
- The Client is presented with a smart and modern document that is easy to ready on virtually any device.
- The quotation can be accepted or additional information requested.
- Collect a legally binding electronic signature.
- Client activity is recorded in Moveware including the acceptance information
- The salesperson is notified of the activity.
Create the Style You Want
Digital Documents gives you the ability to personalize the format you require. Our software can create document sections that are specific to the overall layout. You can also choose and order which sections to include in your documents. The documents can be interactive, enabling your clients to choose pricing options, accept or decline quotations, add comments, and complete questions. Each document can be tailored to show content based on job or customer details using a powerful rules-based engine.
Tailored to your Needs
Moveware Digital Documents can customize the theme to suit your business needs. We can set up and configure the desired logo, colours and fonts as a template for all your documents. Once the set up is complete, you will have the ability to send professional looking documents that align with your style and brand.
Importantly too, our Digital Documents is competitively priced, especially when compared with other available solutions.
Various Content
The content from Moveware can include:
- Job Information
- Address Details
- Client Notes
- Pricing information from Costing and Invoicing
- Inventory
- Insurance Details
- Storage Details
- Diary Dates
- Performance Reviews
- Basic Financial Information
- Terms & Conditions
And much more. . .
Start improving your client documentation now
Reach out to our team and start this important journey