![]() ![]() All proposal details are automatically carried into Event Manager – so you never have to type the same thing more than once. Instantly convert any proposal into an actual event, and simultaneously (or separately) convert the lead into an active client – all with a couple of clicks of the mouse. Copy entire proposals with a single mouse click to make minor changes and generate an updated quote. Add the Document Builder Package to create custom email merge letters, and hours of detailed correspondence can be completed in moments!Ĭreate unique proposals – including menu items and detailed financial breakdowns – and then generate or email custom prints for your lead to review. ![]() Call leads or email individually (or – in the Professional version – in batch) and then instantly make a detailed history note that is automatically date and time stamped. Add or even import any number of prospective leads, and manage their statuses, track necessary next actions and easily report on any information.
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