IRIS Elements Proposal Manager helps you in your bid to attract your prospects, keeping them engaged along the way and making it easy for them to accept your proposal. With templates and clearly defined ways to show your pricing and services it will take away any confusion both for you and your practice.
Flexible configuration
Build pricing models based on fixed prices, annual revenue, number ranges or variations with support for multiple VAT rate and billing intervals.
Create, configure & manage proposals
Build proposals that outline your service offering, with clearly defined outputs and pricing.
Send proposals and receive acceptances
Proposals are sent via email to the recipient. There is a link in the email to accept it. Users are notified of this by email and the status is changed within IPM.
Define services
Cleary define the services your practice can provide and how they are delivered.
Set expectations
Explain what you will, and more importantly, what you won’t do for your clients. On the client-side, set out what you expect from your clients in return – information they will provide, when they will provide it etc
Support pricing discussions
By being able to fully document what the practice will provide the client, it’s easier to demonstrate the value provided which aids the pricing conversation.
Pricing
Create proposals on a pay as you go basis at just £8 per proposal.
Take a 30 day free trial and process 3 proposals free of charge.
FAQs
On the same client list that would manage your existing clients but defined as prospects. One client list means there is a consistent approach across the IRIS Element platform to managing your client information. As there is only one client list, this avoids duplication.
No problem, but should you wish to grow and find yourself in demand, IRIS Elements Proposal Manager does the heavy lifting for you with templates to follow, easy email notifications.
Take a trial and find out, with 3 free proposals you have nothing to lose and with further enhancements coming later in the year there is more to look out for. Do you really want to just get by?
IRIS Elements Proposal Manager
I’m ready to try IRIS Elements
Proposal Manager