Proposals and invoices for marketing agencies
Send a proposal, get it accepted online.
Turn an audit into a proposal the client accepts online, then invoice setup fees and retainers.
Live today Proposals and invoices, part of every Synfinic plan. White label is live: your logo, colors and domain on every client account.
Example. Business names and numbers are made up.
How it works
- 01Set it up
Turn an audit into a proposal with your prices.
- 02It runs
The client accepts the proposal online.
- 03You win
Retainer invoices are generated automatically every billing cycle; you record payments per invoice.
What’s inside
- Proposal builder with online acceptance
- Retainer invoices generated automatically every billing cycle
- Payment tracking per invoice
What you sell
Setup fee, retainer billing- Your client sees
- Your agency, under your own domain
- You set
- The price, the bundle, the contract
- Synfinic does
- The weekly work, in software, or done for you by our team
Works with everything else
One login, one client record. What happens here shows up in the CRM, the report and the client’s dashboard.
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