Proposals
Send Engagement Letters to set terms, simplify client onboarding and be paid faster.
Proposals: Overview
Learn how proposals help pitch services, define terms, automate payments, and simplify client onboarding.
Send proposals
Send proposals and engagement letters based on predefined templates.
Create & apply proposal templates
Create and customize proposal templates to define engagement terms.
Request deposit from proposal
Collect prepayments from your clients via deposits in proposals.
Services and payments in proposals: set up guide
Set up services, tiered packages, and payment options in proposal including one-time invoices, recurring invoices, and price-list only proposals.
Manage signers & signature authority for proposals
Control who can sign proposals in TaxDome.
Assign tags based on the proposal package
Assign, remove, or clear account tags automatically based on the proposal package chosen by the client
Actions with proposals
View, edit, print, download, or delete proposals.
Send proposals automatically & link to jobs
Trigger automatic job movement upon client signature and invoice payment.
Work with proposals list
View, search, filter, sort, and customize proposals list across all clients or by account.
View history/Audit trail for proposals
Track all actions taken on a proposal.