Digital Deal Flow
Digitally Signed
Still using email and scanners?
There is a much better way!
How It Works
Writing proposals with Accziom takes minutes and consists of four steps.
Choose Templates
Email
Services
Bundles
Scopes
Agreement
Assemble Proposal
Edit email
Add client
Edit services
Add service recipients
Edit agreement
Add scopes
Set up billing
Send
Client
Receives Email
Reads proposal
Digitally signs
Engagement
Countersign or
auto countersign
Do the work
Mark tasks completed
Automated billing
Automated bookkeeping
Automated emails
Our Roadmap
We are just getting started and working hard to build our feature list. Below is our Deal Flow roadmap of existing and upcoming features.
Templates: Services, Bundles, Agreements, Emails, Reminders, Service Scope can all be setup as templates.
Send Proposals: Send proposals in minutes.
Digital Signatures: Utilising blockchain technology.
PDF Contracts: Contracts are automatically emailed to the client as PDFs and can also be downloaded from Accziom.
Upcoming Features in Order of Priority
Automated reminders: Setup reminder emails if your client has not looked at or signed the proposal.
Notifications: See when your proposal has been viewed.
Edit Services: Edit service descriptions and prices once added to a proposal.
