Create cost segregation proposal document in client folder
Create cost segregation proposal document in client folder
Your proposal inputs require manual rekeying into documents, which delays client delivery and invoicing. You get a filled proposal saved in the client folder for same-day review and PDF export.
Overview
Reduce hours spent copying estimates into documents by producing a ready proposal as soon as intake is logged. The owner or project coordinator receives a filled proposal in the client folder within minutes for same-day review and PDF delivery.