Most fee proposals still go out as a PDF attached to an email. The client opens it, means to reply, and three days later you’re chasing, “Did you get a chance to look at that?” There’s no record of when they saw it, no formal approval. Just an inbox and hope.
WorkflowMAX’s brand new eQuote feature removes the mystery of emailing a static PDF. You send your client a secure link. They verify their identity (confirm the email address you sent the quote to), they review the proposal, and formally accept it with a recorded signature and timestamp. The best part is, you can see when it has been viewed (and how many times)
For a practice running multiple fee proposals and variations at once, this can make a massive difference. No more Teams messages to see if the PM sent the quote last week, or if they’ve heard back from the client.
Here’s the eQuote workflow, start to finish:
Want to see what else we can do with WorkflowMAX? Book a 20-minute discovery call.
