Introducing our New Feature: Proposals and Estimates

Staying ahead of the curve and streamlining operations is essential to succeed. And that’s why Topline has included a new feature, Proposals and Estimates, in the Payments section. With this innovative addition to the Topline system, businesses now have a powerful tool to create, send, and manage detailed proposals and estimates, all within the native ecosystem. Let’s dive into the exciting capabilities that this new feature brings to the table. 


Crafting Professional and Engaging Documents 

Sending proposals and estimates is an integral part of the sales process, and now, Topline makes it easier than ever. Businesses can create professionally formatted documents. Imagine having the freedom to use custom styles, add headings and paragraphs, and even insert links and bulleted lists. This level of customization ensures that every document stands out, resonating with potential leads in a visually appealing way. 


Visuals Speak Louder Than Words

A picture is worth a thousand words, and in the world of business proposals, this couldn’t be more accurate. With the Proposals and Estimates feature, businesses can now insert images and videos, effectively communicating their ideas and offerings. This feature is a game-changer when it comes to making proposals more informative and engaging. And if that’s not enough, the ability to include table elements enables businesses to present complex information in a clear and organized manner, leaving no room for confusion. 


Putting Costs in Focus

The heart of any proposal or estimate lies in its ability to convey costs accurately. With the product list element, businesses can showcase the various components of their service offerings, complete with prices, taxes, and even discounts. This comprehensive breakdown allows potential clients to understand the financial implications at a glance, fostering transparency and trust. 


Sealing the Deal with Digital Signatures 

One of the standout features of Proposals and Estimates in Topline is the integration of digital signatures. Gone are days of back-and-forth emails and physical paperwork. Business users can now send documents via email and invite potential clients to review and sign digitally. This not only expedites the approval process but also reduces the environmental footprint by eliminating the need for excessive printing. 


The digital signature process is designed to be secure and foolproof. When a client signs a document digitally, Topline captures vital information, such as the IP address and customer name/email, ensuring the authenticity of the signature. This information is then used to generate a signature certificate, which is appended to the last page of the signed PDF document. This certificate acts as irrefutable proof of the validity of the digital signature. 


Simplicity and Efficiency Rolled Into One 

In a world where time is money, the new Topline feature, Proposals and Estimates, offers businesses an unprecedented level of simplicity and efficiency. With the ability to create personalized documents, showcase costs comprehensively, and secure digital signatures seamlessly, this feature is a testament to Topline’s commitment to empowering businesses and revolutionizing the way proposals and estimates are handled. 


The business future is here, and it’s brighter than ever with Topline’s new feature, Proposals and Estimates. Say goodbye to the hassle of traditional paperwork and embrace the future of streamlined engaging, and secure proposal and estimate management. Upgrade your business operations today with Topline and experience the difference for yourself.

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