What it does for your firm
Turn prospects into clients with a professional, flexible, and automated proposal process. Qount’s Proposals feature streamlines how your firm presents services, captures choices, and kick off onboarding —all in a single, seamless flow.
Why it matters
Qount makes proposals more than just documents — they become the bridge between selling and serving, turning new opportunities into active client relationships with zero handoffs lost. Here’s how firms benefit in practice:
- Professional Experience – Impress prospects with modern, branded proposals and clear service options.
- Frictionless Sales → Onboarding – Acceptance instantly kicks off billing and workflows, eliminating duplicate entry and lost context.
- Revenue Growth – Offer tiers and add-ons to maximize value per client.
- Efficiency & Automation – Eliminate manual follow-ups and repetitive setup; Qount handles intake, billing, and client record creation automatically.
How it works
- Reusable Templates – Save time with proposal templates that reflect your firm’s branding and standard service offerings.
- Offer Options – Present multiple service tiers or pricing models in one proposal. Prospects can select the option that best fits their needs.
- Add-Ons – Include optional services that prospects can opt in or out of, increasing flexibility and upsell opportunities.
- Seamless Acceptance – Once the proposal is accepted, Qount automatically requests billing information so clients can enter ACH or credit card details securely.
- Automated Kickoff – Acceptance triggers automation: routes the new client to intake forms, launches workflows, creates billing schedules, and notifies assigned staff.
- Automatic Conversion – Accepted proposals convert prospects into client records in Qount, storing all data (services, billing info, preferences) in one place.
Streamlining your proposal process since: 04/30/2023