Online forms and digital signatures with FileInvite

BLOG

How to Convince a Client to Sign Off on a Proposal

You have a service that you truly believe can fill the gap, and now you need to bring it to life. The right timing, a way of reaching those potential clients, and of course a good business proposal is key.

Then, there's the matter of convincing future clients to sign off on your plan. Proposals aren't finished the moment you send them, that's just half the task completed.

If you're looking for ways to up your chances of landing that deal, follow these steps.

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BLOG

Digital Signatures, E-Signatures & Wet Signatures: What’s the Difference?

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GUIDE

Add an e-Signature Request to Your Invite

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CLIENT PORTAL

Impress your clients and your colleagues

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.

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ALERTS & FOLLOW UP

Stop chasing clients for documents

Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.

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DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.

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ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

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"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."