Proposal and Document Generation Software
Create and share proposals, sales documents, and pricing quotes effortlessly. Get approvals faster with built-in e-signing and securely archive everything in one seamless flow.
Move Business Along with Digital Quotes
Access, Share, and Secure from Anywhere with Ease.
From client source files like W2s and 1099s to critical deliverables like tax returns and financial statements, effortlessly keep it all organized, secure, and accessible.
Build Custom Quotes with Ease
Create Custom Templates
Save Time with Placeholders
Speed Up Client Acceptance
Prioritize Security and Compliance
Frequently Asked Questions
What is quoting software?
Quoting software is a digital tool designed to streamline the process of creating, sending, and managing price quotes and proposals. It typically includes features for customizing templates, automating calculations, and tracking the status of sent quotes. This software aims to make the quoting process more efficient and professional for businesses across various industries, including accounting firms.
How can quoting software benefit my accounting firm?
Quoting software can significantly benefit your accounting firm by:
- Saving time through automation and templates
- Improving accuracy in pricing and calculations
- Enhancing the professional appearance of your proposals
- Providing better tracking and follow-up on sent quotes
- Facilitating faster client approvals with digital signatures
- Offering insights into your quoting process and success rates
- Ensuring consistency across all quotes and proposals
What features should I look for in quoting software?
Key features to look for in quoting software include:
- Customizable templates
- Integration with your document management system
- Electronic signature capabilities
- Automated calculations and pricing tables
- Client interaction tracking
- Mobile accessibility
- Version control and revision history
- Analytics and reporting tools
- Security and compliance measures
How does SmartVault ensure the security of my quotes and proposals?
SmartVault ensures the security of quotes and proposals through:
- Bank-grade encryption for data in transit and at rest
- Strict access controls to limit who can view or edit documents
- Detailed activity tracking to monitor document access and changes
- Compliance with industry standards and regulations
- Secure cloud storage with redundant backups
