Send proposals
Send engagement letters to set terms, simplify client onboarding and be paid faster.
Proposals explained
A proposal lets you present your services, define terms, and collect payment authorization from a client, all in a single document they review and sign.
Send proposals
Send proposals and engagement letters based on predefined templates.
Request deposit from proposal
Collect prepayments from your clients via deposits in proposals.
Set up services and payments in proposals
Set up services, tiered packages, and payment options in proposal including one-time invoices, recurring invoices, and price-list only proposals.
Add services to proposals
Itemize proposals by adding predefined services to them.
Manage signers & signature authority for proposals
Control who can sign proposals in TaxDome.
Actions with proposals
View, edit, duplicate, print, download, or delete proposals.
Work with proposals list
View, search, filter, sort, and customize proposals list across all clients or by account.