GoProposal Ideas Portal

Send Letters of Engagement Without Proposals (OverSuite)

Firms would benefit from the ability to send engagement letters without proposals, especially those using OverSuite, and have these electronically signed.

  • Danielle Fisher
  • Feb 9 2022
  • Great Ideas Delivered
  • Attach files
  • Admin
    Danielle Fisher commented
    April 05, 2022 10:59

    Hey guys - we're almost ready to go with this.


    Give me a shout if you'd be up for getting early access and joining our beta testing / pioneer group!


    My e-mail is danielle.fisher@sage.com

  • James Pullein commented
    February 14, 2022 13:45

    Also if possible, that the proposals can be signed on paper / not electronically. We have a number of elderly clients who do not have computers/email addresses.