Proposal and Document Generation Software

Create and share proposals, sales documents, and pricing quotes effortlessly, get approvals faster with e-signing, and archive securely – all in one seamless flow!

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Move Business Along with Digital Quotes

Templates, automation, and collaboration tools make it easy to create, manage, and share quotes, proposals, and sales documents.

Access, Share, and Secure from Anywhere with Ease

From client source files like W2s and 1099s to critical deliverables like tax returns and financial statements, effortlessly keep it all organized, secure, and accessible.

Build Custom Quotes with Ease

Whether you start with one of our designed templates or from scratch, you can build quotes specific to your current and prospective clients. Add texts, images, videos, pricing tables, and more – all customized to your brand.

Create Custom Templates

Save sections, text, images, and more into templates that you can quickly add to any quote. This maintains consistency across all your quotes and eliminates the need to manually rewrite sections.

Save Time with Placeholders

Insert placeholders – text that will auto-populate your proposal with the associated information – so you don’t have to manually insert things like client names, dates, quote descriptions, and contact information.

Speed Up Client Acceptance

With SmartVault, clients can access and eSign documents from any device with Internet access. A detailed dashboard makes it easy to see which quotes have been sent, accepted, and rejected.

Prioritize Security and Compliance

Automatic activity tracking lets you see exactly who is accessing your documents, and strict security protocols, including bank-grade encryption and granular access controls, safeguard sensitive information.

Frequently Asked Questions

What is quoting software?

Quoting software is a digital tool designed to streamline the process of creating, sending, and managing price quotes and proposals. It typically includes features for customizing templates, automating calculations, and tracking the status of sent quotes. This software aims to make the quoting process more efficient and professional for businesses across various industries, including accounting firms.

How can quoting software benefit my accounting firm?

Quoting software can significantly benefit your accounting firm by:

Saving time through automation and templates
Improving accuracy in pricing and calculations
Enhancing the professional appearance of your proposals
Providing better tracking and follow-up on sent quotes
Facilitating faster client approvals with digital signatures
Offering insights into your quoting process and success rates
Ensuring consistency across all quotes and proposals

What features should I look for in quoting software?

Key features to look for in quoting software include:

Customizable templates
Integration with your document management system
Electronic signature capabilities
Automated calculations and pricing tables
Client interaction tracking
Mobile accessibility
Version control and revision history
Analytics and reporting tools
Security and compliance measures

How does SmartVault ensure the security of my quotes and proposals?

SmartVault ensures the security of quotes and proposals through:

Bank-grade encryption for data in transit and at rest
Strict access controls to limit who can view or edit documents
Detailed activity tracking to monitor document access and changes
Compliance with industry standards and regulations
Secure cloud storage with redundant backups

What Our Customers Say

I like to focus on the parts of my work that I enjoy - the client interaction and tricky tax problems - not practice analytics. SmartVault has reduced or eliminated a lot of the boring parts of my job - and my heavy duty stapler hardly gets used at all anymore!

Rhee Eliker Owner of Rhee Eliker, CPA, MBT

I would totally recommend SmartVault to other offices. It has so many perks for running an office smoothly - organizing client files, inviting clients to upload, getting notified of uploads. It's the first thing I sign into each morning to start working. SmartVault gets 6 stars out of 5 in my book!

Dania Amezcua One Stop Tax Service & Professional Help

We're now 100% paperless, working 100% in the cloud! SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.

Robert Paolini Paolini Financial Group, LLC

As the owner of PK Petrykowski CPA, serving over 220 clients across service businesses and individual tax clients, SmartVault has transformed the way we manage and share sensitive client data. Before SmartVault, we relied solely on email and physical mail, which was costly, inefficient, and less secure. Now, with SmartVault's document management system and client portal, we've eliminated the need for one full-time employee dedicated to sorting paper documents, saving us valuable time and resources.

PK Petrykowski CPA Prudence Petrykowski

I love using SmartVault because it’s so organized and easy to use. SmartVault’s integrated document management system and client portal helps us provide personalized services to our clients, increase client collaboration, and create stability and security in our workflows. I highly recommend SmartVault to other tax and accounting firms that are looking to securely work with clients online.

Diane Curtis Affiliated Financial Services